LEXINGTON, KY
Allocation by class
Portfolio Concentration
Top 3 weight
55.6%
Top 10 weight
90.2%
Voting Authority Distribution
Total shares with voting rights: 1.79M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.79M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 148.73K | SH | $38.96M 21.21% | 0.00 | 0.00 | 148.73K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 364.88K | SH | $35.73M 19.45% | 0.00 | 0.00 | 364.88K |
ISHARES TRSOLE | CORE S&P MCP ETF | 406.26K | SH | $27.43M 14.94% | 0.00 | 0.00 | 406.26K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 57.87K | SH | $16.62M 9.05% | 0.00 | 0.00 | 57.87K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 135.92K | SH | $10.77M 5.87% | 0.00 | 0.00 | 135.92K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 255.78K | SH | $10.28M 5.60% | 0.00 | 0.00 | 255.78K |
ISHARES INCSOLE | MSCI WORLD ETF | 55.85K | SH | $10.05M 5.47% | 0.00 | 0.00 | 55.85K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 53.41K | SH | $7.39M 4.02% | 0.00 | 0.00 | 53.41K |
NVIDIA CORPORATIONSOLE | COM | 24.81K | SH | $4.33M 2.36% | 0.00 | 0.00 | 24.81K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 54.05K | SH | $4.17M 2.27% | 0.00 | 0.00 | 54.05K |
ISHARES TRSOLE | 0-5YR HI YL CP | 71.53K | SH | $3.03M 1.65% | 0.00 | 0.00 | 71.53K |
TESLA INCSOLE | COM | 5.58K | SH | $2.08M 1.13% | 0.00 | 0.00 | 5.58K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 3.57K | SH | $1.56M 0.85% | 0.00 | 0.00 | 3.57K |
ISHARES TRSOLE | NATIONAL MUN ETF | 9.05K | SH | $960.7K 0.52% | 0.00 | 0.00 | 9.05K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 4.63K | SH | $907.5K 0.49% | 0.00 | 0.00 | 4.63K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 9.75K | SH | $746.4K 0.41% | 0.00 | 0.00 | 9.75K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 14.71K | SH | $707.0K 0.38% | 0.00 | 0.00 | 14.71K |
MICROSOFT CORPSOLE | COM | 1.81K | SH | $670.2K 0.36% | 0.00 | 0.00 | 1.81K |
STOCK YDS BANCORP INCSOLE | COM | 9.98K | SH | $661.7K 0.36% | 0.00 | 0.00 | 9.98K |
APPLE INCSOLE | COM | 2.37K | SH | $602.4K 0.33% | 0.00 | 0.00 | 2.37K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 19.22K | SH | $586.1K 0.32% | 0.00 | 0.00 | 19.22K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 10.22K | SH | $578.1K 0.31% | 0.00 | 0.00 | 10.22K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 2.66K | SH | $491.0K 0.27% | 0.00 | 0.00 | 2.66K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 17.80K | SH | $456.1K 0.25% | 0.00 | 0.00 | 17.80K |
AMAZON COM INCSOLE | COM | 2.07K | SH | $431.7K 0.24% | 0.00 | 0.00 | 2.07K |