GREENVILLE, SC
Allocation by class
Portfolio Concentration
Top 3 weight
49.4%
Top 10 weight
60.7%
Voting Authority Distribution
Total shares with voting rights: 2.03M
Full voting authority
2.03M
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 |
|---|---|---|---|---|---|---|---|
LOWES COS INCSOLE | COM | 426.37K | SH | $93.82M 43.57% | 426.37K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 9.31K | SH | $6.40M 2.97% | 9.31K | 0.00 | 0.00 |
BANK OF AMER CORPSOLE | COM | 106.87K | SH | $6.10M 2.83% | 106.87K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.97K | SH | $5.18M 2.40% | 13.97K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.03K | SH | $5.01M 2.33% | 10.03K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 54.27K | SH | $3.24M 1.50% | 54.27K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 21.85K | SH | $2.79M 1.29% | 21.85K | 0.00 | 0.00 |
TRUIST FINL CORPSOLE | COM | 54.99K | SH | $2.75M 1.28% | 54.99K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR ENERG ETF | 50.87K | SH | $2.71M 1.26% | 50.87K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 27.44K | SH | $2.66M 1.24% | 27.44K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 28.08K | SH | $2.40M 1.12% | 28.08K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 18.43K | SH | $2.30M 1.07% | 18.43K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 16.25K | SH | $2.09M 0.97% | 16.25K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 13.90K | SH | $1.90M 0.88% | 13.90K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 12.32K | SH | $1.83M 0.85% | 12.32K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 59.46K | SH | $1.75M 0.81% | 59.46K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 23.85K | SH | $1.70M 0.79% | 23.85K | 0.00 | 0.00 |
EASTGROUP PPTYS INCSOLE | COM | 7.75K | SH | $1.58M 0.73% | 7.75K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 55.26K | SH | $1.53M 0.71% | 55.26K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 PUR VAL | 13.34K | SH | $1.52M 0.71% | 13.34K | 0.00 | 0.00 |
BP PLCSOLE | SPONSORED ADR | 40.63K | SH | $1.50M 0.70% | 40.63K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 14.94K | SH | $1.44M 0.67% | 14.94K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST INTER ETF | 49.29K | SH | $1.40M 0.65% | 49.29K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 13.37K | SH | $1.38M 0.64% | 13.37K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 28.21K | SH | $1.37M 0.64% | 28.21K | 0.00 | 0.00 |