GREENSBORO, NC
Allocation by class
Portfolio Concentration
Top 3 weight
53.7%
Top 10 weight
79.4%
Voting Authority Distribution
Total shares with voting rights: 2.36M
Full voting authority
2.36M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 170.46K | SH | $54.69M 25.62% | 170.46K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 490K | SH | $36.08M 16.90% | 490K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 372.96K | SH | $23.90M 11.20% | 372.96K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 268.71K | SH | $13.41M 6.28% | 268.71K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 81.16K | SH | $11.56M 5.42% | 81.16K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 138.84K | SH | $7.50M 3.52% | 138.84K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 138.72K | SH | $6.67M 3.12% | 138.72K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 129.60K | SH | $5.85M 2.74% | 129.60K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 54.94K | SH | $5.83M 2.73% | 54.94K | 0.00 | 0.00 |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 54.18K | SH | $4.10M 1.92% | 54.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.42K | SH | $3.68M 1.72% | 8.42K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 63.19K | SH | $2.46M 1.15% | 63.19K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 30.95K | SH | $2.43M 1.14% | 30.95K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 54.24K | SH | $2.11M 0.99% | 54.24K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 23.15K | SH | $2.10M 0.98% | 23.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.47K | SH | $2.03M 0.95% | 5.47K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 23.69K | SH | $1.88M 0.88% | 23.69K | 0.00 | 0.00 |
ALBEMARLE CORPSOLE | COM | 9.96K | SH | $1.79M 0.84% | 9.96K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 9.11K | SH | $1.79M 0.84% | 9.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.67K | SH | $1.59M 0.75% | 2.67K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 5.05K | SH | $1.53M 0.72% | 5.05K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 4.65K | SH | $1.34M 0.63% | 4.65K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 1.57K | SH | $1.09M 0.51% | 1.57K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 21.07K | SH | $988.6K 0.46% | 21.07K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.48K | SH | $965.8K 0.45% | 1.48K | 0.00 | 0.00 |