TUPELO, MS
Allocation by class
Portfolio Concentration
Top 3 weight
40.2%
Top 10 weight
66.1%
Voting Authority Distribution
Total shares with voting rights: 11.14M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.14M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 770.56K | SH | $247.20M 18.03% | 0.00 | 0.00 | 770.56K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 277.68K | SH | $165.93M 12.10% | 0.00 | 0.00 | 277.68K |
ISHARES TRSOLE | CORE MSCI TOTAL | 1.59M | SH | $137.39M 10.02% | 0.00 | 0.00 | 1.59M |
JPMORGAN CHASE & COSOLE | COM | 400.32K | SH | $117.76M 8.59% | 0.00 | 0.00 | 400.32K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 1.45M | SH | $69.86M 5.10% | 0.00 | 0.00 | 1.45M |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 1.07M | SH | $52.20M 3.81% | 0.00 | 0.00 | 1.07M |
APPLE INCSOLE | COM | 134.83K | SH | $34.22M 2.50% | 0.00 | 0.00 | 134.83K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 383.41K | SH | $29.56M 2.16% | 0.00 | 0.00 | 383.41K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 36.00 | SH | $25.85M 1.89% | 0.00 | 0.00 | 36.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 325.16K | SH | $25.78M 1.88% | 0.00 | 0.00 | 325.16K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 350.64K | SH | $25.27M 1.84% | 0.00 | 0.00 | 350.64K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 31.45K | SH | $20.46M 1.49% | 0.00 | 0.00 | 31.45K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 117.63K | SH | $17.42M 1.27% | 0.00 | 0.00 | 117.63K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 578.91K | SH | $17.41M 1.27% | 0.00 | 0.00 | 578.91K |
ISHARES TRSOLE | CORE S&P SCP ETF | 132.38K | SH | $16.46M 1.20% | 0.00 | 0.00 | 132.38K |
ISHARES TRSOLE | CORE S&P500 ETF | 25.16K | SH | $16.44M 1.20% | 0.00 | 0.00 | 25.16K |
ALPHABET INCSOLE | CAP STK CL A | 56.83K | SH | $16.34M 1.19% | 0.00 | 0.00 | 56.83K |
ISHARES TRSOLE | CORE S&P MCP ETF | 189.22K | SH | $12.78M 0.93% | 0.00 | 0.00 | 189.22K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 27.63K | SH | $11.78M 0.86% | 0.00 | 0.00 | 27.63K |
ISHARES TRSOLE | CORE MSCI EAFE | 125.74K | SH | $11.38M 0.83% | 0.00 | 0.00 | 125.74K |
MICROSOFT CORPSOLE | COM | 27.91K | SH | $10.33M 0.75% | 0.00 | 0.00 | 27.91K |
NVIDIA CORPORATIONSOLE | COM | 53.86K | SH | $9.39M 0.69% | 0.00 | 0.00 | 53.86K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 123.01K | SH | $8.75M 0.64% | 0.00 | 0.00 | 123.01K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 43.28K | SH | $8.49M 0.62% | 0.00 | 0.00 | 43.28K |
AMAZON COM INCSOLE | COM | 39.80K | SH | $8.29M 0.60% | 0.00 | 0.00 | 39.80K |