CHARLOTTE, NC
Allocation by class
Portfolio Concentration
Top 3 weight
29.5%
Top 10 weight
49.8%
Voting Authority Distribution
Total shares with voting rights: 8.49M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.49M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 262.00 | SH | $195.72M 18.19% | 0.00 | 0.00 | 262.00 |
AMAZON COM INCSOLE | COM | 316.06K | SH | $78.75M 7.32% | 0.00 | 0.00 | 316.06K |
APPLE INCSOLE | COM | 127.59K | SH | $42.49M 3.95% | 0.00 | 0.00 | 127.59K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 174.44K | SH | $40.70M 3.78% | 0.00 | 0.00 | 174.44K |
ISHARES TRSOLE | TRS FLT RT BD | 672.32K | SH | $34.07M 3.17% | 0.00 | 0.00 | 672.32K |
ALPHABET INCSOLE | CAP STK CL A | 94.84K | SH | $32.63M 3.03% | 0.00 | 0.00 | 94.84K |
MICROSOFT CORPSOLE | COM | 61.52K | SH | $31.56M 2.93% | 0.00 | 0.00 | 61.52K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 302.49K | SH | $30.45M 2.83% | 0.00 | 0.00 | 302.49K |
NVIDIA CORPORATIONSOLE | COM | 127.18K | SH | $29.04M 2.70% | 0.00 | 0.00 | 127.18K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 182.81K | SH | $20.84M 1.94% | 0.00 | 0.00 | 182.81K |
JPMORGAN CHASE & COSOLE | COM | 54.74K | SH | $18.11M 1.68% | 0.00 | 0.00 | 54.74K |
ISHARES TRSOLE | CORE S&P SCP ETF | 124.70K | SH | $16.96M 1.58% | 0.00 | 0.00 | 124.70K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 21.31K | SH | $16.25M 1.51% | 0.00 | 0.00 | 21.31K |
ELI LILLY & COSOLE | COM | 13.56K | SH | $15.69M 1.46% | 0.00 | 0.00 | 13.56K |
JOHNSON & JOHNSONSOLE | COM | 48.69K | SH | $12.89M 1.20% | 0.00 | 0.00 | 48.69K |
MASTERCARD INCORPORATEDSOLE | CL A | 23.34K | SH | $12.87M 1.20% | 0.00 | 0.00 | 23.34K |
WALMART INCSOLE | COM | 116.38K | SH | $12.09M 1.12% | 0.00 | 0.00 | 116.38K |
BANK OF AMER CORPSOLE | COM | 207.02K | SH | $11.27M 1.05% | 0.00 | 0.00 | 207.02K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 37.21K | SH | $9.85M 0.92% | 0.00 | 0.00 | 37.21K |
CISCO SYS INCSOLE | COM | 91.10K | SH | $9.81M 0.91% | 0.00 | 0.00 | 91.10K |
AMGEN INCSOLE | COM | 23.25K | SH | $9.80M 0.91% | 0.00 | 0.00 | 23.25K |
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 106.49K | SH | $9.60M 0.89% | 0.00 | 0.00 | 106.49K |
ISHARES TRSOLE | CORE MSCI EAFE | 96.59K | SH | $9.36M 0.87% | 0.00 | 0.00 | 96.59K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.20K | SH | $9.06M 0.84% | 0.00 | 0.00 | 18.20K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 179.03K | SH | $9.00M 0.84% | 0.00 | 0.00 | 179.03K |