ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
29.6%
Top 10 weight
48.7%
Voting Authority Distribution
Total shares with voting rights: 155.35M
Full voting authority
155.35M
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 | 8.73M | SH | $2.66B 17.23% | 8.73M | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 5.76M | SH | $1.23B 7.94% | 5.76M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 14.42M | SH | $676.22M 4.38% | 14.42M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 5.74M | SH | $638.69M 4.13% | 5.74M | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 8.06M | SH | $618.26M 4.00% | 8.06M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 9.55M | SH | $480.90M 3.11% | 9.55M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.61M | SH | $408.94M 2.65% | 1.61M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 468.86K | SH | $304.91M 1.97% | 468.86K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 2.24M | SH | $252.99M 1.64% | 2.24M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 2.77M | SH | $251.31M 1.63% | 2.77M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 679.68K | SH | $223.54M 1.45% | 679.68K | 0.00 | 0.00 |
GMO ETF TRUSTSOLE | GMO US QUALITY E | 5.91M | SH | $213.64M 1.38% | 5.91M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 540.63K | SH | $200.12M 1.30% | 540.63K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.13M | SH | $196.23M 1.27% | 1.13M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 6.60M | SH | $165.54M 1.07% | 6.60M | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 1.25M | SH | $156.21M 1.01% | 1.25M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 224.44K | SH | $146.61M 0.95% | 224.44K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 1M | SH | $142.76M 0.92% | 1M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 1.66M | SH | $141.25M 0.91% | 1.66M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 646.71K | SH | $134.69M 0.87% | 646.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 455.27K | SH | $130.92M 0.85% | 455.27K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 2.55M | SH | $130.10M 0.84% | 2.55M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 196.98K | SH | $117.70M 0.76% | 196.98K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 2.55M | SH | $110.18M 0.71% | 2.55M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 346.08K | SH | $99.28M 0.64% | 346.08K | 0.00 | 0.00 |