ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
25.8%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 1.52M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.52M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR CORE S&P500 ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 22.99K | SH | $17.22M 10.51% | 0.00 | 0.00 | 22.99K |
SONOCO PRODUCTS COMPANYSOLE | Common Stock | 238.94K | SH | $13.46M 8.22% | 0.00 | 0.00 | 238.94K |
COCA COLA COMPANYSOLE | Common Stock | 143.05K | SH | $11.63M 7.10% | 0.00 | 0.00 | 143.05K |
NVIDIA CORPORATIONSOLE | Common Stock | 29.77K | SH | $5.96M 3.64% | 0.00 | 0.00 | 29.77K |
APPLE INCORPORATEDSOLE | Common Stock | 19.64K | SH | $5.68M 3.47% | 0.00 | 0.00 | 19.64K |
FT VEST RISING DIVIDEND ACHIEVERS TARGETSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 181.53K | SH | $5.34M 3.26% | 0.00 | 0.00 | 181.53K |
BROADCOM INCORPORATEDSOLE | Common Stock | 13.22K | SH | $4.99M 3.05% | 0.00 | 0.00 | 13.22K |
PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 175.94K | SH | $3.35M 2.05% | 0.00 | 0.00 | 175.94K |
JPMORGAN CHASE & COMPANYSOLE | Common Stock | 10.13K | SH | $3.32M 2.02% | 0.00 | 0.00 | 10.13K |
MICROSOFT CORPORATIONSOLE | Common Stock | 8.82K | SH | $3.29M 2.01% | 0.00 | 0.00 | 8.82K |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 25.03K | SH | $3.12M 1.91% | 0.00 | 0.00 | 25.03K |
WALMART INCSOLE | Common Stock | 25.46K | SH | $2.88M 1.76% | 0.00 | 0.00 | 25.46K |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 13.35K | SH | $2.84M 1.73% | 0.00 | 0.00 | 13.35K |
ALPHABET INCORPORATED CAP STK CLASS CSOLE | Common Stock | 6.60K | SH | $2.33M 1.42% | 0.00 | 0.00 | 6.60K |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | Common Stock | 6.51K | SH | $2.33M 1.42% | 0.00 | 0.00 | 6.51K |
AMAZON COM INCORPORATEDSOLE | Common Stock | 9.23K | SH | $2.20M 1.34% | 0.00 | 0.00 | 9.23K |
JOHNSON & JOHNSONSOLE | Common Stock | 8.03K | SH | $2.04M 1.25% | 0.00 | 0.00 | 8.03K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 5.50K | SH | $2.03M 1.24% | 0.00 | 0.00 | 5.50K |
HOME DEPOT INCORPORATEDSOLE | Common Stock | 5.20K | SH | $1.83M 1.12% | 0.00 | 0.00 | 5.20K |
EATON CORPORATION PLC SHS (IRELAND)SOLE | Foreign Ordinary Shares | 4.18K | SH | $1.78M 1.09% | 0.00 | 0.00 | 4.18K |
ELI LILLY & COMPANYSOLE | Common Stock | 1.42K | SH | $1.70M 1.04% | 0.00 | 0.00 | 1.42K |
CISCO SYSTEMS INCORPORATEDSOLE | Common Stock | 14.45K | SH | $1.70M 1.04% | 0.00 | 0.00 | 14.45K |
CATERPILLAR INCORPORATEDSOLE | Common Stock | 1.57K | SH | $1.68M 1.02% | 0.00 | 0.00 | 1.57K |
CHUBB LIMITED (SWITZERLAND)SOLE | Foreign Ordinary Shares | 4.33K | SH | $1.48M 0.90% | 0.00 | 0.00 | 4.33K |
MERCK & COMPANY INCORPORATEDSOLE | Common Stock | 10.79K | SH | $1.39M 0.85% | 0.00 | 0.00 | 10.79K |