NASHVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
17.7%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 1.20M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.20M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STONEX GROUP INCSOLE | COM | 91.42K | SH | $7.37M 7.32% | 0.00 | 0.00 | 91.42K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 12.45K | SH | $5.44M 5.40% | 0.00 | 0.00 | 12.45K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 25.81K | SH | $5.06M 5.03% | 0.00 | 0.00 | 25.81K |
BROADCOM INCSOLE | COM | 15.63K | SH | $4.84M 4.80% | 0.00 | 0.00 | 15.63K |
HCA HEALTHCARE INCSOLE | COM | 9.21K | SH | $4.36M 4.33% | 0.00 | 0.00 | 9.21K |
NATIONAL HEALTH INVS INCSOLE | COM | 45.80K | SH | $3.70M 3.68% | 0.00 | 0.00 | 45.80K |
PINNACLE FINL PARTNERS INCSOLE | COM | 39.84K | SH | $3.43M 3.41% | 0.00 | 0.00 | 39.84K |
APPLE INCSOLE | COM | 12.31K | SH | $3.13M 3.10% | 0.00 | 0.00 | 12.31K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 47.26K | SH | $3.03M 3.01% | 0.00 | 0.00 | 47.26K |
CHEVRON CORPORATIONSOLE | COM | 13.73K | SH | $2.84M 2.82% | 0.00 | 0.00 | 13.73K |
ALPHABET INCSOLE | CAP STK CL C | 9.76K | SH | $2.80M 2.78% | 0.00 | 0.00 | 9.76K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 21.09K | SH | $2.76M 2.74% | 0.00 | 0.00 | 21.09K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.54K | SH | $2.65M 2.63% | 0.00 | 0.00 | 5.54K |
MICROSOFT CORPSOLE | COM | 6.56K | SH | $2.43M 2.41% | 0.00 | 0.00 | 6.56K |
MERCK & CO INCSOLE | COM | 19.47K | SH | $2.34M 2.33% | 0.00 | 0.00 | 19.47K |
OLD REP INTL CORPSOLE | COM | 58.35K | SH | $2.33M 2.31% | 0.00 | 0.00 | 58.35K |
CHUBB LTD SWITZSOLE | COM | 6.36K | SH | $2.07M 2.06% | 0.00 | 0.00 | 6.36K |
PALO ALTO NETWORKS INCSOLE | COM | 12.89K | SH | $2.07M 2.05% | 0.00 | 0.00 | 12.89K |
JOHNSON & JOHNSONSOLE | COM | 8.40K | SH | $2.05M 2.04% | 0.00 | 0.00 | 8.40K |
HARROW INCSOLE | COM | 57.17K | SH | $2.02M 2.00% | 0.00 | 0.00 | 57.17K |
JPMORGAN CHASE & COSOLE | COM | 6.79K | SH | $2.00M 1.98% | 0.00 | 0.00 | 6.79K |
DELTA AIR LINES INCSOLE | COM NEW | 25.75K | SH | $1.71M 1.70% | 0.00 | 0.00 | 25.75K |
ISHARES TRSOLE | IBDS DEC28 ETF | 67.40K | SH | $1.71M 1.70% | 0.00 | 0.00 | 67.40K |
ISHARES TRSOLE | IBONDS DEC 29 | 70.75K | SH | $1.65M 1.63% | 0.00 | 0.00 | 70.75K |
ELI LILLY & COSOLE | COM | 1.73K | SH | $1.59M 1.58% | 0.00 | 0.00 | 1.73K |