CHAPEL HILL, NC
Allocation by class
Portfolio Concentration
Top 3 weight
17.5%
Top 10 weight
39.7%
Voting Authority Distribution
Total shares with voting rights: 4.89M
Full voting authority
4.89M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 63.00 | SH | $45.24M 6.97% | 63.00 | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 895.63K | SH | $43.04M 6.63% | 895.63K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 100.63K | SH | $25.54M 3.93% | 100.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 86.08K | SH | $24.69M 3.80% | 86.08K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 30.40K | SH | $22.44M 3.46% | 30.40K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 115.89K | SH | $22.35M 3.44% | 115.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 55.49K | SH | $20.54M 3.16% | 55.49K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 62.09K | SH | $18.78M 2.89% | 62.09K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 205.30K | SH | $18.10M 2.79% | 205.30K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 105.71K | SH | $16.88M 2.60% | 105.71K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 140.11K | SH | $15.48M 2.38% | 140.11K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 24.31K | SH | $13.73M 2.11% | 24.31K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.47K | SH | $11.77M 1.81% | 33.47K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 29.39K | SH | $10.51M 1.62% | 29.39K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 42.15K | SH | $10.30M 1.59% | 42.15K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 106.62K | SH | $9.95M 1.53% | 106.62K | 0.00 | 0.00 |
LITTELFUSE INCSOLE | COM | 28.98K | SH | $9.83M 1.51% | 28.98K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 119.98K | SH | $9.67M 1.49% | 119.98K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 17.80K | SH | $9.58M 1.48% | 17.80K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 101.97K | SH | $9.47M 1.46% | 101.97K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 19.29K | SH | $9.46M 1.46% | 19.29K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 28.98K | SH | $8.53M 1.31% | 28.98K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 39.90K | SH | $8.17M 1.26% | 39.90K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 105.02K | SH | $8.15M 1.26% | 105.02K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 64.78K | SH | $8.07M 1.24% | 64.78K | 0.00 | 0.00 |