ASHEVILLE, NC
Allocation by class
Portfolio Concentration
Top 3 weight
35.9%
Top 10 weight
69.4%
Voting Authority Distribution
Total shares with voting rights: 1.58M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.58M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 32.70K | SH | $19.54M 14.51% | 0.00 | 0.00 | 32.70K |
ISHARES TRSOLE | CORE US AGGBD ET | 183.21K | SH | $18.19M 13.51% | 0.00 | 0.00 | 183.21K |
ISHARES TRSOLE | ESG AWR US AGRGT | 223.09K | SH | $10.61M 7.88% | 0.00 | 0.00 | 223.09K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 142.62K | SH | $10.23M 7.60% | 0.00 | 0.00 | 142.62K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 189.14K | SH | $9.44M 7.01% | 0.00 | 0.00 | 189.14K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US LARCP | 97.65K | SH | $7.82M 5.81% | 0.00 | 0.00 | 97.65K |
ISHARES TRSOLE | CORE MSCI EAFE | 57.02K | SH | $5.16M 3.83% | 0.00 | 0.00 | 57.02K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 49.65K | SH | $4.99M 3.71% | 0.00 | 0.00 | 49.65K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 56.94K | SH | $4.39M 3.26% | 0.00 | 0.00 | 56.94K |
ISHARES TRSOLE | CORE S&P MCP ETF | 45.78K | SH | $3.09M 2.30% | 0.00 | 0.00 | 45.78K |
ISHARES TRSOLE | NATIONAL MUN ETF | 26.21K | SH | $2.78M 2.07% | 0.00 | 0.00 | 26.21K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 8.95K | SH | $2.57M 1.91% | 0.00 | 0.00 | 8.95K |
ISHARES TRSOLE | BROAD USD HIGH | 58.07K | SH | $2.14M 1.59% | 0.00 | 0.00 | 58.07K |
ISHARES INCSOLE | CORE MSCI EMKT | 28.64K | SH | $2.00M 1.48% | 0.00 | 0.00 | 28.64K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 47.60K | SH | $1.96M 1.45% | 0.00 | 0.00 | 47.60K |
ISHARES TRSOLE | CORE S&P SCP ETF | 15.54K | SH | $1.93M 1.43% | 0.00 | 0.00 | 15.54K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 24.20K | SH | $1.78M 1.32% | 0.00 | 0.00 | 24.20K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US MDCP | 25.73K | SH | $1.65M 1.22% | 0.00 | 0.00 | 25.73K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.58K | SH | $1.47M 1.09% | 0.00 | 0.00 | 4.58K |
ISHARES U S ETF TRSOLE | SHORT DURATION B | 27.41K | SH | $1.39M 1.03% | 0.00 | 0.00 | 27.41K |
APPLE INCSOLE | COM | 5.35K | SH | $1.36M 1.01% | 0.00 | 0.00 | 5.35K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 10.20K | SH | $1.15M 0.85% | 0.00 | 0.00 | 10.20K |
ELI LILLY & COSOLE | COM | 1K | SH | $920.7K 0.68% | 0.00 | 0.00 | 1K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 7.90K | SH | $840.9K 0.62% | 0.00 | 0.00 | 7.90K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 3.29K | SH | $703.6K 0.52% | 0.00 | 0.00 | 3.29K |