NASHVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
29.8%
Top 10 weight
59.1%
Voting Authority Distribution
Total shares with voting rights: 2.01M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.01M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFSOLE | TOTAL STK MKT | 83.72K | SH | $26.86M 14.56% | 0.00 | 0.00 | 83.72K |
ABERDEEN PHYSICAL GOLD SHARES ETFSOLE | PHYSCL GOLD SHS | 328.30K | SH | $14.65M 7.94% | 0.00 | 0.00 | 328.30K |
ISHARES TR CORE S&P500 ETFSOLE | CORE S&P500 ETF | 20.59K | SH | $13.45M 7.29% | 0.00 | 0.00 | 20.59K |
VANGUARD VALUE ETFSOLE | VALUE ETF | 48.04K | SH | $9.43M 5.11% | 0.00 | 0.00 | 48.04K |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | VG TL INTL STK F | 110.20K | SH | $8.50M 4.61% | 0.00 | 0.00 | 110.20K |
ISHARES TR 0-3 MNTH TREASRYSOLE | 0-3 MNTH TREASRY | 84.25K | SH | $8.48M 4.60% | 0.00 | 0.00 | 84.25K |
CAPITAL GROUP GROWTH ETF SHS CREATION UNITSOLE | SHS CREATION UNI | 189K | SH | $7.60M 4.12% | 0.00 | 0.00 | 189K |
STATE STREET SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 10.86K | SH | $7.06M 3.83% | 0.00 | 0.00 | 10.86K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | US DIVIDEND EQ | 220.79K | SH | $6.77M 3.67% | 0.00 | 0.00 | 220.79K |
VANGUARD 0-3 MONTH TREASURY BILL ETFSOLE | 0-3 MO TREAS BIL | 82.50K | SH | $6.24M 3.38% | 0.00 | 0.00 | 82.50K |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFSOLE | S&P 500 DV ARIST | 57.50K | SH | $6.10M 3.30% | 0.00 | 0.00 | 57.50K |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFSOLE | STATE STREET SPD | 64.42K | SH | $5.90M 3.20% | 0.00 | 0.00 | 64.42K |
APPLE INCORPORATEDSOLE | COM | 21.74K | SH | $5.52M 2.99% | 0.00 | 0.00 | 21.74K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | US LCAP GR ETF | 178.17K | SH | $5.19M 2.81% | 0.00 | 0.00 | 178.17K |
ISHARES TR TIPS BD ETFSOLE | TIPS BD ETF | 40.35K | SH | $4.45M 2.41% | 0.00 | 0.00 | 40.35K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 16.56K | SH | $3.56M 1.93% | 0.00 | 0.00 | 16.56K |
VANGUARD SHORT-TERM TREASURY ETFSOLE | SHORT TERM TREAS | 57.27K | SH | $3.35M 1.82% | 0.00 | 0.00 | 57.27K |
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNITSOLE | SHS CREATION UNI | 38.47K | SH | $1.64M 0.89% | 0.00 | 0.00 | 38.47K |
ISHARES TR HDG MSCI EAFESOLE | HDG MSCI EAFE | 35.78K | SH | $1.52M 0.82% | 0.00 | 0.00 | 35.78K |
LAM RESEARCH CORPORATION COM NEWSOLE | COM NEW | 6.25K | SH | $1.34M 0.72% | 0.00 | 0.00 | 6.25K |
BROADCOM INCORPORATEDSOLE | COM | 4.26K | SH | $1.32M 0.71% | 0.00 | 0.00 | 4.26K |
ABBVIE INCORPORATEDSOLE | COM | 5.87K | SH | $1.28M 0.69% | 0.00 | 0.00 | 5.87K |
KROGER COMPANYSOLE | COM | 17.51K | SH | $1.27M 0.69% | 0.00 | 0.00 | 17.51K |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | CAP STK CL A | 4.38K | SH | $1.26M 0.68% | 0.00 | 0.00 | 4.38K |
INTERNATIONAL BUSINESS MACHINESSOLE | COM | 4.96K | SH | $1.20M 0.65% | 0.00 | 0.00 | 4.96K |