KNOXVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
45.3%
Top 10 weight
64.6%
Voting Authority Distribution
Total shares with voting rights: 17.32M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
17.32M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 1.47M | SH | $549.52M 31.78% | 0.00 | 0.00 | 1.47M |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.93M | SH | $135.42M 7.83% | 0.00 | 0.00 | 1.93M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.40M | SH | $98.55M 5.70% | 0.00 | 0.00 | 1.40M |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 869.82K | SH | $68.12M 3.94% | 0.00 | 0.00 | 869.82K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 795.61K | SH | $66.01M 3.82% | 0.00 | 0.00 | 795.61K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 945.34K | SH | $56.07M 3.24% | 0.00 | 0.00 | 945.34K |
SPDR SERIES TRUSTSOLE | ST STR SP600 SML | 838.84K | SH | $44.34M 2.56% | 0.00 | 0.00 | 838.84K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 530.49K | SH | $40.98M 2.37% | 0.00 | 0.00 | 530.49K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 997.34K | SH | $29.23M 1.69% | 0.00 | 0.00 | 997.34K |
VANGUARD INDEX FDSSOLE | MRNGSTR SML CAP | 98.80K | SH | $28.11M 1.63% | 0.00 | 0.00 | 98.80K |
ISHARES TRSOLE | CORE US AGGBD ET | 263.85K | SH | $24.94M 1.44% | 0.00 | 0.00 | 263.85K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 261.10K | SH | $23.40M 1.35% | 0.00 | 0.00 | 261.10K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 350.58K | SH | $20.18M 1.17% | 0.00 | 0.00 | 350.58K |
ISHARES TRSOLE | CORE S&P500 ETF | 24.95K | SH | $19.11M 1.10% | 0.00 | 0.00 | 24.95K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 21.15K | SH | $16.13M 0.93% | 0.00 | 0.00 | 21.15K |
VANGUARD INDEX FDSSOLE | MRNGSTR MID CAP | 204.82K | SH | $16.06M 0.93% | 0.00 | 0.00 | 204.82K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 100.95K | SH | $15.67M 0.91% | 0.00 | 0.00 | 100.95K |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 88.93K | SH | $15.21M 0.88% | 0.00 | 0.00 | 88.93K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 67.85K | SH | $14.80M 0.86% | 0.00 | 0.00 | 67.85K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 311.26K | SH | $14.59M 0.84% | 0.00 | 0.00 | 311.26K |
APPLE INCSOLE | COM | 41.37K | SH | $13.78M 0.80% | 0.00 | 0.00 | 41.37K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 56.95K | SH | $13.29M 0.77% | 0.00 | 0.00 | 56.95K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 481.64K | SH | $13.23M 0.77% | 0.00 | 0.00 | 481.64K |
ISHARES INCSOLE | CORE MSCI EMKT | 161.49K | SH | $13.11M 0.76% | 0.00 | 0.00 | 161.49K |
VANGUARD INDEX FDSSOLE | MRNGSTR LRG CAP | 34.96K | SH | $12.30M 0.71% | 0.00 | 0.00 | 34.96K |