ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
29.3%
Top 10 weight
48.2%
Voting Authority Distribution
Total shares with voting rights: 166.25M
Full voting authority
166.25M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.76M | SH | $3.09B 17.32% | 8.76M | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 5.86M | SH | $1.37B 7.69% | 5.86M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 6.03M | SH | $771.87M 4.33% | 6.03M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 15.63M | SH | $730.91M 4.10% | 15.63M | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 8.36M | SH | $707.52M 3.97% | 8.36M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 10.07M | SH | $506.51M 2.84% | 10.07M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.61M | SH | $466.64M 2.62% | 1.61M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 473.06K | SH | $353.27M 1.98% | 473.06K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 2.20M | SH | $302.66M 1.70% | 2.20M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 2.45M | SH | $290.98M 1.63% | 2.45M | 0.00 | 0.00 |
GMO ETF TRUSTSOLE | US QUALITY ETF | 6.70M | SH | $271.28M 1.52% | 6.70M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 680.28K | SH | $239.92M 1.34% | 680.28K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.16M | SH | $232.21M 1.30% | 1.16M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 552.82K | SH | $206.21M 1.16% | 552.82K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 6.57M | SH | $190.30M 1.07% | 6.57M | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 1.31M | SH | $185.21M 1.04% | 1.31M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 3.27M | SH | $166.68M 0.93% | 3.27M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 220.50K | SH | $165.13M 0.93% | 220.50K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 998.51K | SH | $164.03M 0.92% | 998.51K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 449.31K | SH | $160.57M 0.90% | 449.31K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 658.47K | SH | $156.94M 0.88% | 658.47K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 1.69M | SH | $151.04M 0.85% | 1.69M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 213.26K | SH | $146.47M 0.82% | 213.26K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 358.09K | SH | $126.52M 0.71% | 358.09K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 2.59M | SH | $118.58M 0.66% | 2.59M | 0.00 | 0.00 |