JEFFERSONVILLE, IN
Allocation by class
Portfolio Concentration
Top 3 weight
27.5%
Top 10 weight
54.5%
Voting Authority Distribution
Total shares with voting rights: 848.51K
Full voting authority
848.51K
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 | 46.79K | SH | $17.31M 13.05% | 46.79K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 128.99K | SH | $11.03M 8.31% | 128.99K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 110.93K | SH | $8.14M 6.14% | 110.93K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 57.49K | SH | $7.60M 5.73% | 57.49K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 69.29K | SH | $5.71M 4.30% | 69.29K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 19.37K | SH | $5.61M 4.23% | 19.37K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 25.68K | SH | $5.14M 3.87% | 25.68K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.14K | SH | $4.90M 3.70% | 7.14K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.06K | SH | $3.75M 2.83% | 10.06K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 13.23K | SH | $3.15M 2.38% | 13.23K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 19.54K | SH | $3.09M 2.33% | 19.54K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 33.34K | SH | $2.69M 2.03% | 33.34K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.36K | SH | $1.91M 1.44% | 5.36K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG OPTIMIZED | 12.14K | SH | $1.87M 1.41% | 12.14K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5.30K | SH | $1.87M 1.41% | 5.30K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 5.62K | SH | $1.84M 1.39% | 5.62K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 4.77K | SH | $1.80M 1.36% | 4.77K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.85K | SH | $1.77M 1.34% | 5.85K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.24K | SH | $1.48M 1.12% | 1.24K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.43K | SH | $1.44M 1.09% | 3.43K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 15.11K | SH | $1.27M 0.95% | 15.11K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.20K | SH | $1.24M 0.93% | 2.20K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 3.29K | SH | $1.23M 0.93% | 3.29K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 1.01K | SH | $1.17M 0.88% | 1.01K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 9.99K | SH | $1.13M 0.85% | 9.99K | 0.00 | 0.00 |