DOTHAN, AL
Allocation by class
Portfolio Concentration
Top 3 weight
75.8%
Top 10 weight
99.0%
Voting Authority Distribution
Total shares with voting rights: 1.50M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.50M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 181.28K | SH | $67.08M 35.11% | 0.00 | 0.00 | 181.28K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 716.77K | SH | $55.36M 28.98% | 0.00 | 0.00 | 716.77K |
ISHARES TRSOLE | CORE MSCI TOTAL | 234.77K | SH | $22.41M 11.73% | 0.00 | 0.00 | 234.77K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 120.39K | SH | $14.39M 7.53% | 0.00 | 0.00 | 120.39K |
ISHARES TRSOLE | CORE S&P SCP ETF | 91.40K | SH | $13.56M 7.10% | 0.00 | 0.00 | 91.40K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 136.31K | SH | $13.14M 6.88% | 0.00 | 0.00 | 136.31K |
MICROSOFT CORPSOLE | COM | 3.40K | SH | $1.27M 0.66% | 0.00 | 0.00 | 3.40K |
APPLE INCSOLE | COM | 2.85K | SH | $823.9K 0.43% | 0.00 | 0.00 | 2.85K |
COMFORT SYS USA INCSOLE | COM | 388.00 | SH | $769.0K 0.40% | 0.00 | 0.00 | 388.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 488.00 | SH | $364.4K 0.19% | 0.00 | 0.00 | 488.00 |
SOUTHERN COSOLE | COM | 3.66K | SH | $350.2K 0.18% | 0.00 | 0.00 | 3.66K |
ALPHABET INCSOLE | CAP STK CL A | 923.00 | SH | $329.9K 0.17% | 0.00 | 0.00 | 923.00 |
JPMORGAN CHASE & COSOLE | COM | 984.00 | SH | $322.1K 0.17% | 0.00 | 0.00 | 984.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 580.00 | SH | $241.1K 0.13% | 0.00 | 0.00 | 580.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 299.00 | SH | $220.2K 0.12% | 0.00 | 0.00 | 299.00 |
WALMART INCSOLE | COM | 1.92K | SH | $217.2K 0.11% | 0.00 | 0.00 | 1.92K |
NVIDIA CORPORATIONSOLE | COM | 1.02K | SH | $204.0K 0.11% | 0.00 | 0.00 | 1.02K |