TUPELO, MS
Allocation by class
Portfolio Concentration
Top 3 weight
40.4%
Top 10 weight
65.7%
Voting Authority Distribution
Total shares with voting rights: 11.47M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.47M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 782.02K | SH | $289.38M 18.58% | 0.00 | 0.00 | 782.02K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 275.14K | SH | $188.97M 12.13% | 0.00 | 0.00 | 275.14K |
ISHARES TRSOLE | CORE MSCI TOTAL | 1.59M | SH | $151.30M 9.71% | 0.00 | 0.00 | 1.59M |
JPMORGAN CHASE & COSOLE | COM | 401.33K | SH | $131.37M 8.43% | 0.00 | 0.00 | 401.33K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 1.54M | SH | $74.38M 4.78% | 0.00 | 0.00 | 1.54M |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 1.05M | SH | $55.34M 3.55% | 0.00 | 0.00 | 1.05M |
APPLE INCSOLE | COM | 134.67K | SH | $38.97M 2.50% | 0.00 | 0.00 | 134.67K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 381.60K | SH | $32.62M 2.09% | 0.00 | 0.00 | 381.60K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 1 ETF | 397.07K | SH | $32.55M 2.09% | 0.00 | 0.00 | 397.07K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 355.13K | SH | $28.07M 1.80% | 0.00 | 0.00 | 355.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 36.00 | SH | $26.96M 1.73% | 0.00 | 0.00 | 36.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 30.94K | SH | $23.11M 1.48% | 0.00 | 0.00 | 30.94K |
ALPHABET INCSOLE | CAP STK CL A | 56.84K | SH | $20.31M 1.30% | 0.00 | 0.00 | 56.84K |
ISHARES TRSOLE | CORE S&P SCP ETF | 132.43K | SH | $19.64M 1.26% | 0.00 | 0.00 | 132.43K |
ISHARES TRSOLE | CORE S&P500 ETF | 24.27K | SH | $18.17M 1.17% | 0.00 | 0.00 | 24.27K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 111.42K | SH | $17.61M 1.13% | 0.00 | 0.00 | 111.42K |
SPDR SERIES TRUSTSOLE | ST SHOR CORP ETF | 577.54K | SH | $17.33M 1.11% | 0.00 | 0.00 | 577.54K |
ISHARES TRSOLE | CORE S&P MCP ETF | 189.27K | SH | $14.59M 0.94% | 0.00 | 0.00 | 189.27K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 110.54K | SH | $13.73M 0.88% | 0.00 | 0.00 | 110.54K |
ISHARES TRSOLE | CORE MSCI EAFE | 125.82K | SH | $12.15M 0.78% | 0.00 | 0.00 | 125.82K |
NVIDIA CORPORATIONSOLE | COM | 54K | SH | $10.80M 0.69% | 0.00 | 0.00 | 54K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 126.53K | SH | $10.42M 0.67% | 0.00 | 0.00 | 126.53K |
MICROSOFT CORPSOLE | COM | 27.83K | SH | $10.38M 0.67% | 0.00 | 0.00 | 27.83K |
HUNTINGTON BANCSHARES INCSOLE | COM | 536.38K | SH | $9.51M 0.61% | 0.00 | 0.00 | 536.38K |
AMAZON COM INCSOLE | COM | 39.86K | SH | $9.50M 0.61% | 0.00 | 0.00 | 39.86K |