KNOXVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
26.7%
Top 10 weight
55.1%
Voting Authority Distribution
Total shares with voting rights: 1.28M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.28M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 0-3 MNTH TREASRY | 108.36K | SH | $10.91M 10.02% | 0.00 | 0.00 | 108.36K |
ALPHABET INCSOLE | CAP STK CL A | 34.98K | SH | $10.06M 9.24% | 0.00 | 0.00 | 34.98K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 18.58K | SH | $8.12M 7.46% | 0.00 | 0.00 | 18.58K |
NVIDIA CORPORATIONSOLE | COM | 40.38K | SH | $7.04M 6.47% | 0.00 | 0.00 | 40.38K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 64.03K | SH | $5.87M 5.39% | 0.00 | 0.00 | 64.03K |
AMAZON COM INCSOLE | COM | 20.54K | SH | $4.28M 3.93% | 0.00 | 0.00 | 20.54K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 71.57K | SH | $4.19M 3.85% | 0.00 | 0.00 | 71.57K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.34K | SH | $4.00M 3.67% | 0.00 | 0.00 | 8.34K |
PFIZER INCSOLE | COM | 108.46K | SH | $3.05M 2.80% | 0.00 | 0.00 | 108.46K |
DOMINION ENERGY INCSOLE | COM | 40.19K | SH | $2.48M 2.28% | 0.00 | 0.00 | 40.19K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 38.27K | SH | $2.28M 2.09% | 0.00 | 0.00 | 38.27K |
SPDR GOLD TRSOLE | GOLD SHS | 5.24K | SH | $2.26M 2.07% | 0.00 | 0.00 | 5.24K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 8.11K | SH | $2.09M 1.92% | 0.00 | 0.00 | 8.11K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.40K | SH | $2.05M 1.89% | 0.00 | 0.00 | 6.40K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 15.88K | SH | $2.03M 1.86% | 0.00 | 0.00 | 15.88K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 21.14K | SH | $2.00M 1.84% | 0.00 | 0.00 | 21.14K |
CONSTELLATION ENERGY CORPSOLE | COM | 6.96K | SH | $1.94M 1.79% | 0.00 | 0.00 | 6.96K |
BOEING COSOLE | COM | 9.56K | SH | $1.90M 1.75% | 0.00 | 0.00 | 9.56K |
ISHARES TRSOLE | CORE S&P SCP ETF | 14.08K | SH | $1.75M 1.61% | 0.00 | 0.00 | 14.08K |
ABBVIE INCSOLE | COM | 7.75K | SH | $1.68M 1.55% | 0.00 | 0.00 | 7.75K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 35.42K | SH | $1.63M 1.49% | 0.00 | 0.00 | 35.42K |
WALMART INCSOLE | COM | 11.34K | SH | $1.41M 1.29% | 0.00 | 0.00 | 11.34K |
CLOUDFLARE INCSOLE | CL A COM | 6.72K | SH | $1.39M 1.27% | 0.00 | 0.00 | 6.72K |
ARBOR REALTY TRUST INCSOLE | COM | 178.69K | SH | $1.38M 1.27% | 0.00 | 0.00 | 178.69K |
UNITEDHEALTH GROUP INCSOLE | COM | 5.06K | SH | $1.37M 1.26% | 0.00 | 0.00 | 5.06K |