ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
47.0%
Top 10 weight
79.0%
Voting Authority Distribution
Total shares with voting rights: 36.50M
Full voting authority
36.50M
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 S&P 500 ETFSOLE | ETF | 1.39M | SH | $832.24M 19.21% | 1.39M | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 12.87M | SH | $825.03M 19.04% | 12.87M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 795.62K | SH | $381.26M 8.80% | 795.62K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 6.63M | SH | $358.36M 8.27% | 6.63M | 0.00 | 0.00 |
VANGUARD MID-CAP ETFSOLE | ETF | 1.19M | SH | $340.57M 7.86% | 1.19M | 0.00 | 0.00 |
VANGUARD SMALL-CAP ETFSOLE | ETF | 754.68K | SH | $197.66M 4.56% | 754.68K | 0.00 | 0.00 |
VANGUARD 0-3 MONTH TREASURY BILL ETFSOLE | ETF | 2.37M | SH | $178.91M 4.13% | 2.37M | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 750.65K | SH | $161.44M 3.73% | 750.65K | 0.00 | 0.00 |
INTUIT COMSOLE | Stock | 170.97K | SH | $73.93M 1.71% | 170.97K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 226.35K | SH | $72.62M 1.68% | 226.35K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 235.73K | SH | $67.62M 1.56% | 235.72K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDSOLE | ETF | 822.51K | SH | $61.77M 1.43% | 822.51K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 157.56K | SH | $58.32M 1.35% | 157.56K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 98.23K | SH | $56.70M 1.31% | 98.23K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 178.40K | SH | $55.22M 1.27% | 178.40K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 82.09K | SH | $53.39M 1.23% | 82.09K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 111.36K | SH | $28.26M 0.65% | 111.36K | 0.00 | 0.00 |
COCA COLA CO COMSOLE | Stock | 189.03K | SH | $14.38M 0.33% | 189.03K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFSOLE | ETF | 291.11K | SH | $13.61M 0.31% | 291.11K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 547.08K | SH | $13.54M 0.31% | 547.08K | 0.00 | 0.00 |
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETFSOLE | ETF | 345.18K | SH | $13.21M 0.30% | 345.18K | 0.00 | 0.00 |
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFSOLE | ETF | 449.82K | SH | $12.53M 0.29% | 449.82K | 0.00 | 0.00 |
HUNTINGTON BANCSHARES INC COMSOLE | Stock | 708.07K | SH | $11.08M 0.26% | 708.07K | 0.00 | 0.00 |
ACCENTURE PLC IRELAND SHS CLASS ASOLE | Stock | 51.35K | SH | $10.18M 0.23% | 51.35K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 128.50K | SH | $9.91M 0.23% | 128.50K | 0.00 | 0.00 |