CHATTANOOGA, TN
Allocation by class
Portfolio Concentration
Top 3 weight
11.8%
Top 10 weight
27.0%
Voting Authority Distribution
Total shares with voting rights: 5.45M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.45M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 163K | SH | $28.43M 4.94% | 0.00 | 0.00 | 163K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 46.31K | SH | $22.19M 3.86% | 0.00 | 0.00 | 46.31K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 24.00 | SH | $17.24M 3.00% | 0.00 | 0.00 | 24.00 |
APPLE INCSOLE | COM | 66.41K | SH | $16.85M 2.93% | 0.00 | 0.00 | 66.41K |
MICROSOFT CORPSOLE | COM | 42.79K | SH | $15.84M 2.75% | 0.00 | 0.00 | 42.79K |
COCA COLA COSOLE | COM | 176.13K | SH | $13.40M 2.33% | 0.00 | 0.00 | 176.13K |
VISA INCSOLE | COM CL A | 38.45K | SH | $11.62M 2.02% | 0.00 | 0.00 | 38.45K |
BROADCOM INCSOLE | COM | 34.55K | SH | $10.70M 1.86% | 0.00 | 0.00 | 34.55K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 23.78K | SH | $10.14M 1.76% | 0.00 | 0.00 | 23.78K |
JPMORGAN CHASE & COSOLE | COM | 30.34K | SH | $8.93M 1.55% | 0.00 | 0.00 | 30.34K |
RTX CORPORATIONSOLE | COM | 37.77K | SH | $7.28M 1.27% | 0.00 | 0.00 | 37.77K |
ISHARES TRSOLE | CORE S&P500 ETF | 10.93K | SH | $7.14M 1.24% | 0.00 | 0.00 | 10.93K |
ISHARES TRSOLE | TIPS BD ETF | 62.21K | SH | $6.87M 1.19% | 0.00 | 0.00 | 62.21K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 10.47K | SH | $6.81M 1.18% | 0.00 | 0.00 | 10.47K |
KIMBERLY-CLARK CORPSOLE | COM | 62.43K | SH | $6.02M 1.05% | 0.00 | 0.00 | 62.43K |
ASTRAZENECA PLCSOLE | ORD | 30.09K | SH | $5.88M 1.02% | 0.00 | 0.00 | 30.09K |
JOHNSON & JOHNSONSOLE | COM | 22.84K | SH | $5.58M 0.97% | 0.00 | 0.00 | 22.84K |
ALPHABET INCSOLE | CAP STK CL A | 18.49K | SH | $5.32M 0.92% | 0.00 | 0.00 | 18.49K |
EATON CORP PLCSOLE | SHS | 14.76K | SH | $5.28M 0.92% | 0.00 | 0.00 | 14.76K |
NEWMONT CORPSOLE | COM | 46.45K | SH | $5.03M 0.87% | 0.00 | 0.00 | 46.45K |
ALPHABET INCSOLE | CAP STK CL C | 17.47K | SH | $5.01M 0.87% | 0.00 | 0.00 | 17.47K |
EXXON MOBIL CORPSOLE | COM | 29.53K | SH | $5.01M 0.87% | 0.00 | 0.00 | 29.53K |
CISCO SYS INCSOLE | COM | 64.40K | SH | $5.00M 0.87% | 0.00 | 0.00 | 64.40K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 53.56K | SH | $4.96M 0.86% | 0.00 | 0.00 | 53.56K |
ISHARES TRSOLE | CORE MSCI EAFE | 51.41K | SH | $4.65M 0.81% | 0.00 | 0.00 | 51.41K |