THOMASVILLE, GA
Allocation by class
Portfolio Concentration
Top 3 weight
13.8%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 2.99M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 367.68K | SH | $12.44M 5.06% | 0.00 | 0.00 | 367.68K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 349.16K | SH | $12.15M 4.94% | 0.00 | 0.00 | 349.16K |
ISHARES TRSOLE | MSCI EAFE ETF | 89.48K | SH | $9.30M 3.78% | 0.00 | 0.00 | 89.48K |
CATERPILLAR INCSOLE | COM | 7.21K | SH | $7.68M 3.12% | 0.00 | 0.00 | 7.21K |
ISHARES TRSOLE | INTL SEL DIV ETF | 184.25K | SH | $7.63M 3.10% | 0.00 | 0.00 | 184.25K |
CAPITAL CITY BANKSOLE | COM | 145.94K | SH | $7.21M 2.93% | 0.00 | 0.00 | 145.94K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.49K | SH | $7.09M 2.88% | 0.00 | 0.00 | 9.49K |
JOHNSON & JOHNSONSOLE | COM | 25.92K | SH | $6.58M 2.67% | 0.00 | 0.00 | 25.92K |
APPLE INCSOLE | COM | 20.75K | SH | $6.00M 2.44% | 0.00 | 0.00 | 20.75K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 8.43K | SH | $5.93M 2.41% | 0.00 | 0.00 | 8.43K |
WALMART INCSOLE | COM | 50.95K | SH | $5.77M 2.34% | 0.00 | 0.00 | 50.95K |
ISHARES TRSOLE | SELECT DIVID ETF | 35.01K | SH | $5.47M 2.22% | 0.00 | 0.00 | 35.01K |
HOME DEPOT INCSOLE | COM | 14.96K | SH | $5.28M 2.14% | 0.00 | 0.00 | 14.96K |
MICROSOFT CORPSOLE | COM | 13.48K | SH | $5.03M 2.04% | 0.00 | 0.00 | 13.48K |
ELI LILLY & COSOLE | COM | 3.75K | SH | $4.50M 1.83% | 0.00 | 0.00 | 3.75K |
PROCTER & GAMBLE COSOLE | COM | 28.75K | SH | $4.22M 1.71% | 0.00 | 0.00 | 28.75K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 5.00 | SH | $3.74M 1.52% | 0.00 | 0.00 | 5.00 |
COCA COLA COSOLE | COM | 44.89K | SH | $3.65M 1.48% | 0.00 | 0.00 | 44.89K |
FIRST TR EXCHANGE-TRADED FDSOLE | COMMON SHS | 169.41K | SH | $3.14M 1.28% | 0.00 | 0.00 | 169.41K |
SOUTHERN COSOLE | COM | 31.62K | SH | $3.03M 1.23% | 0.00 | 0.00 | 31.62K |
TEXAS INSTRS INCSOLE | COM | 10.06K | SH | $3.00M 1.22% | 0.00 | 0.00 | 10.06K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.97K | SH | $2.97M 1.21% | 0.00 | 0.00 | 3.97K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 47.92K | SH | $2.86M 1.16% | 0.00 | 0.00 | 47.92K |
BP PLCSOLE | SPONSORED ADR | 76.31K | SH | $2.82M 1.15% | 0.00 | 0.00 | 76.31K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 22.04K | SH | $2.79M 1.13% | 0.00 | 0.00 | 22.04K |