GREENSBORO, NC
Allocation by class
Portfolio Concentration
Top 3 weight
20.0%
Top 10 weight
37.6%
Voting Authority Distribution
Total shares with voting rights: 1.15M
Full voting authority
1.15M
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 |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 55.40K | SH | $14.1K 8.35% | 55.40K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 16.66K | SH | $10.8K 6.44% | 16.66K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 49.90K | SH | $8.7K 5.17% | 49.90K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 7.54K | SH | $6.9K 4.12% | 7.54K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 14.06K | SH | $5.2K 3.09% | 14.06K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 4.12K | SH | $4.1K 2.44% | 4.12K | 0.00 | 0.00 |
Duke Energy CorpSOLE | COM NEW | 30.54K | SH | $4.0K 2.37% | 30.54K | 0.00 | 0.00 |
iShares Core S&P 500 ETFSOLE | CORE S&P500 ETF | 5.40K | SH | $3.5K 2.09% | 5.40K | 0.00 | 0.00 |
Taiwan SemiconductorSOLE | SPONSORED ADS | 9.60K | SH | $3.2K 1.93% | 9.60K | 0.00 | 0.00 |
Southern Co/TheSOLE | COM | 28.66K | SH | $2.8K 1.64% | 28.66K | 0.00 | 0.00 |
International Business MachineSOLE | COM | 10.21K | SH | $2.5K 1.47% | 10.21K | 0.00 | 0.00 |
Verizon Communications IncSOLE | COM | 44.41K | SH | $2.2K 1.32% | 44.41K | 0.00 | 0.00 |
META Platforms, IncSOLE | CL A | 3.85K | SH | $2.2K 1.31% | 3.85K | 0.00 | 0.00 |
Mastercard IncSOLE | CL A | 4.31K | SH | $2.2K 1.28% | 4.31K | 0.00 | 0.00 |
Truist Financial CorpSOLE | COM | 45.88K | SH | $2.1K 1.25% | 45.88K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 12.25K | SH | $2.1K 1.23% | 12.25K | 0.00 | 0.00 |
Alphabet Inc Class CSOLE | CAP STK CL C | 6.57K | SH | $1.9K 1.12% | 6.57K | 0.00 | 0.00 |
Arista Networks Inc Ordinary SharesSOLE | COM SHS | 15.36K | SH | $1.9K 1.12% | 15.36K | 0.00 | 0.00 |
Cisco Systems IncSOLE | COM | 23.97K | SH | $1.9K 1.10% | 23.97K | 0.00 | 0.00 |
Arthur J Gallagher & CoSOLE | COM | 8.19K | SH | $1.8K 1.05% | 8.19K | 0.00 | 0.00 |
Invesco S&P 500 Low Volatility ETFSOLE | S&P500 LOW VOL | 24.16K | SH | $1.8K 1.05% | 24.16K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 8.37K | SH | $1.7K 1.04% | 8.37K | 0.00 | 0.00 |
Procter & Gamble Co/TheSOLE | COM | 11.94K | SH | $1.7K 1.02% | 11.94K | 0.00 | 0.00 |
Quanta Services IncSOLE | COM | 3.14K | SH | $1.7K 1.02% | 3.14K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 17.37K | SH | $1.7K 0.99% | 17.37K | 0.00 | 0.00 |