DURHAM, NC
Allocation by class
Portfolio Concentration
Top 3 weight
40.6%
Top 10 weight
81.4%
Voting Authority Distribution
Total shares with voting rights: 1.67M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.67M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 49.50K | SH | $21.62M 18.09% | 0.00 | 0.00 | 49.50K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 268.45K | SH | $17.20M 14.39% | 0.00 | 0.00 | 268.45K |
HARTFORD FDS EXCHANGE TRADEDSOLE | MUN OPORTUNITE | 251.07K | SH | $9.73M 8.14% | 0.00 | 0.00 | 251.07K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 194.13K | SH | $8.86M 7.41% | 0.00 | 0.00 | 194.13K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 102.42K | SH | $8.25M 6.90% | 0.00 | 0.00 | 102.42K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 41.57K | SH | $8.16M 6.82% | 0.00 | 0.00 | 41.57K |
ISHARES TRSOLE | CORE S&P MCP ETF | 99.33K | SH | $6.71M 5.61% | 0.00 | 0.00 | 99.33K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 19.48K | SH | $6.25M 5.23% | 0.00 | 0.00 | 19.48K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 69.08K | SH | $5.33M 4.46% | 0.00 | 0.00 | 69.08K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION M | 195.97K | SH | $5.15M 4.31% | 0.00 | 0.00 | 195.97K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 100.62K | SH | $3.91M 3.27% | 0.00 | 0.00 | 100.62K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 22.29K | SH | $2.79M 2.33% | 0.00 | 0.00 | 22.29K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 8.33K | SH | $2.52M 2.11% | 0.00 | 0.00 | 8.33K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 57.90K | SH | $2.06M 1.72% | 0.00 | 0.00 | 57.90K |
ISHARES TRSOLE | CRE U S REIT ETF | 32.34K | SH | $1.91M 1.60% | 0.00 | 0.00 | 32.34K |
ISHARES TRSOLE | US SML CAP EQT | 19.64K | SH | $1.48M 1.24% | 0.00 | 0.00 | 19.64K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 29.57K | SH | $1.48M 1.23% | 0.00 | 0.00 | 29.57K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 32.20K | SH | $1.39M 1.16% | 0.00 | 0.00 | 32.20K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA EME | 15.94K | SH | $688.6K 0.58% | 0.00 | 0.00 | 15.94K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 6.57K | SH | $656.0K 0.55% | 0.00 | 0.00 | 6.57K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 12.76K | SH | $611.4K 0.51% | 0.00 | 0.00 | 12.76K |
PINNACLE FINL PARTNERS INCSOLE | COM | 6.77K | SH | $583.3K 0.49% | 0.00 | 0.00 | 6.77K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 2.67K | SH | $579.2K 0.48% | 0.00 | 0.00 | 2.67K |
APPLE INCSOLE | COM | 1.91K | SH | $484.2K 0.41% | 0.00 | 0.00 | 1.91K |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 1.43K | SH | $338.9K 0.28% | 0.00 | 0.00 | 1.43K |