HURRICANE, WV
Allocation by class
Portfolio Concentration
Top 3 weight
49.6%
Top 10 weight
96.4%
Voting Authority Distribution
Total shares with voting rights: 2.74M
Full voting authority
2.74M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 1.34M | SH | $70.56M 20.31% | 1.34M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 115.94K | SH | $58.28M 16.78% | 115.94K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 63.81K | SH | $43.51M 12.53% | 63.81K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 126.78K | SH | $42.50M 12.24% | 126.78K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 412.05K | SH | $30.31M 8.73% | 412.05K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 217.25K | SH | $30.23M 8.70% | 217.25K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 183.74K | SH | $25.92M 7.46% | 183.74K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 31.72K | SH | $19.89M 5.73% | 31.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 55.74K | SH | $10.65M 3.06% | 55.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.45K | SH | $2.97M 0.85% | 17.45K | 0.00 | 0.00 |
CITY HLDG COSOLE | COM | 12.28K | SH | $1.46M 0.42% | 12.28K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 2.96K | SH | $1.17M 0.34% | 2.96K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.48K | SH | $1.02M 0.29% | 5.48K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 7.66K | SH | $883.7K 0.25% | 7.66K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 3.82K | SH | $581.7K 0.17% | 3.82K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 1.78K | SH | $572.7K 0.16% | 1.78K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.43K | SH | $560.0K 0.16% | 2.43K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 987.00 | SH | $477.3K 0.14% | 987.00 | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 366.00 | SH | $393.3K 0.11% | 366.00 | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 1.16K | SH | $342.1K 0.10% | 1.16K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 478.00 | SH | $315.5K 0.09% | 478.00 | 0.00 | 0.00 |
LAMAR ADVERTISING CO NEWSOLE | CL A | 2.44K | SH | $309.1K 0.09% | 2.44K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.45K | SH | $301.0K 0.09% | 1.45K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 869.00 | SH | $286.8K 0.08% | 869.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 3.85K | SH | $285.0K 0.08% | 3.85K | 0.00 | 0.00 |