KNOXVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
45.5%
Top 10 weight
65.3%
Voting Authority Distribution
Total shares with voting rights: 17.04M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
17.04M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.47M | SH | $543.11M 31.49% | 0.00 | 0.00 | 1.47M |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.95M | SH | $142.82M 8.28% | 0.00 | 0.00 | 1.95M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.39M | SH | $99.35M 5.76% | 0.00 | 0.00 | 1.39M |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 852.74K | SH | $70.48M 4.09% | 0.00 | 0.00 | 852.74K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 789.16K | SH | $66.09M 3.83% | 0.00 | 0.00 | 789.16K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 935.10K | SH | $55.82M 3.24% | 0.00 | 0.00 | 935.10K |
SPDR SERIES TRUSTSOLE | ST STR SP600 SML | 833.99K | SH | $48.10M 2.79% | 0.00 | 0.00 | 833.99K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 521.51K | SH | $41.22M 2.39% | 0.00 | 0.00 | 521.51K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 98.66K | SH | $29.91M 1.73% | 0.00 | 0.00 | 98.66K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1M | SH | $29.08M 1.69% | 0.00 | 0.00 | 1M |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 256.82K | SH | $24.76M 1.44% | 0.00 | 0.00 | 256.82K |
ISHARES TRSOLE | CORE US AGGBD ET | 200.70K | SH | $19.87M 1.15% | 0.00 | 0.00 | 200.70K |
ISHARES TRSOLE | CORE S&P500 ETF | 25.21K | SH | $18.88M 1.09% | 0.00 | 0.00 | 25.21K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 313.62K | SH | $18.25M 1.06% | 0.00 | 0.00 | 313.62K |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 90.47K | SH | $17.71M 1.03% | 0.00 | 0.00 | 90.47K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 207.31K | SH | $16.70M 0.97% | 0.00 | 0.00 | 207.31K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 101.77K | SH | $16.08M 0.93% | 0.00 | 0.00 | 101.77K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 21.15K | SH | $15.79M 0.92% | 0.00 | 0.00 | 21.15K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 67.65K | SH | $15.25M 0.88% | 0.00 | 0.00 | 67.65K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 297.26K | SH | $14.40M 0.83% | 0.00 | 0.00 | 297.26K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 488.57K | SH | $13.53M 0.78% | 0.00 | 0.00 | 488.57K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 57.17K | SH | $13.53M 0.78% | 0.00 | 0.00 | 57.17K |
ISHARES INCSOLE | CORE MSCI EMKT | 160.08K | SH | $13.26M 0.77% | 0.00 | 0.00 | 160.08K |
APPLE INCSOLE | COM | 42.24K | SH | $12.22M 0.71% | 0.00 | 0.00 | 42.24K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 35.32K | SH | $12.15M 0.70% | 0.00 | 0.00 | 35.32K |