ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
11.5%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 3.59M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.59M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | IBONDS DEC2026 | 634.88K | SH | $15.39M 3.86% | 0.00 | 0.00 | 634.88K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 199.77K | SH | $15.29M 3.84% | 0.00 | 0.00 | 199.77K |
APPLE INCSOLE | COM | 59.67K | SH | $15.14M 3.80% | 0.00 | 0.00 | 59.67K |
NVIDIA CORPORATIONSOLE | COM | 76.01K | SH | $13.26M 3.33% | 0.00 | 0.00 | 76.01K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 268.60K | SH | $12.26M 3.08% | 0.00 | 0.00 | 268.60K |
CORNING INCSOLE | COM | 88.03K | SH | $11.97M 3.00% | 0.00 | 0.00 | 88.03K |
HOME DEPOT INCSOLE | COM | 34.96K | SH | $11.50M 2.88% | 0.00 | 0.00 | 34.96K |
MICROSOFT CORPSOLE | COM | 30.79K | SH | $11.40M 2.86% | 0.00 | 0.00 | 30.79K |
WALMART INCSOLE | COM | 84.83K | SH | $10.54M 2.65% | 0.00 | 0.00 | 84.83K |
GOLDMAN SACHS GROUP INCSOLE | COM | 11.85K | SH | $10.02M 2.51% | 0.00 | 0.00 | 11.85K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 29.62K | SH | $9.50M 2.38% | 0.00 | 0.00 | 29.62K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 22.19K | SH | $9.46M 2.37% | 0.00 | 0.00 | 22.19K |
BROADCOM INCSOLE | COM | 30.05K | SH | $9.30M 2.33% | 0.00 | 0.00 | 30.05K |
AMPHENOL CORPSOLE | CL A | 65.11K | SH | $8.23M 2.06% | 0.00 | 0.00 | 65.11K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.73K | SH | $8.02M 2.01% | 0.00 | 0.00 | 16.73K |
CUMMINS INCSOLE | COM | 14.72K | SH | $7.92M 1.99% | 0.00 | 0.00 | 14.72K |
JOHNSON JOHNSONSOLE | COM | 31.53K | SH | $7.71M 1.93% | 0.00 | 0.00 | 31.53K |
ROSS STORES INCSOLE | COM | 33.56K | SH | $7.27M 1.82% | 0.00 | 0.00 | 33.56K |
CHUBB LTD SWITZSOLE | COM | 21.70K | SH | $7.07M 1.77% | 0.00 | 0.00 | 21.70K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 20.25K | SH | $6.99M 1.75% | 0.00 | 0.00 | 20.25K |
ISHARES TRSOLE | CORE S P500 ETF | 10.30K | SH | $6.73M 1.69% | 0.00 | 0.00 | 10.30K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 26.65K | SH | $6.46M 1.62% | 0.00 | 0.00 | 26.65K |
AFLAC INCSOLE | COM | 58.75K | SH | $6.45M 1.62% | 0.00 | 0.00 | 58.75K |
GARMIN LTDSOLE | SHS | 27.61K | SH | $6.40M 1.61% | 0.00 | 0.00 | 27.61K |
MASTERCARD INCORPORATEDSOLE | CL A | 12.46K | SH | $6.23M 1.56% | 0.00 | 0.00 | 12.46K |