GREENSBORO, NC
Allocation by class
Portfolio Concentration
Top 3 weight
29.3%
Top 10 weight
57.3%
Voting Authority Distribution
Total shares with voting rights: 1.57M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.57M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 35.63K | SH | $21.29M 14.21% | 0.00 | 0.00 | 35.63K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 17.00 | SH | $12.21M 8.15% | 0.00 | 0.00 | 17.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 161.62K | SH | $10.36M 6.91% | 0.00 | 0.00 | 161.62K |
FRANKLIN TEMPLETON ETF TRSOLE | US MID CP MLTFCT | 177.72K | SH | $9.76M 6.51% | 0.00 | 0.00 | 177.72K |
LEGG MASON ETF INVTSOLE | FRANKLIN INTL LW | 170.71K | SH | $6.92M 4.62% | 0.00 | 0.00 | 170.71K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 10.47K | SH | $6.81M 4.54% | 0.00 | 0.00 | 10.47K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 27.50K | SH | $5.88M 3.92% | 0.00 | 0.00 | 27.50K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.33K | SH | $4.78M 3.19% | 0.00 | 0.00 | 7.33K |
NVIDIA CORPORATIONSOLE | COM | 22.58K | SH | $3.94M 2.63% | 0.00 | 0.00 | 22.58K |
APPLE INCSOLE | COM | 15.37K | SH | $3.90M 2.60% | 0.00 | 0.00 | 15.37K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 125.42K | SH | $3.65M 2.44% | 0.00 | 0.00 | 125.42K |
2023 ETF SERIES TRUSTSOLE | EAGLE CAPITAL SE | 117.06K | SH | $3.56M 2.38% | 0.00 | 0.00 | 117.06K |
MICROSOFT CORPSOLE | COM | 7.76K | SH | $2.87M 1.92% | 0.00 | 0.00 | 7.76K |
ALPHABET INCSOLE | CAP STK CL A | 9.42K | SH | $2.71M 1.81% | 0.00 | 0.00 | 9.42K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 87.98K | SH | $2.70M 1.80% | 0.00 | 0.00 | 87.98K |
AMERICAN EXPRESS COSOLE | COM | 7.01K | SH | $2.12M 1.41% | 0.00 | 0.00 | 7.01K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.74K | SH | $1.79M 1.20% | 0.00 | 0.00 | 3.74K |
AMAZON COM INCSOLE | COM | 7.08K | SH | $1.47M 0.98% | 0.00 | 0.00 | 7.08K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.28K | SH | $1.37M 0.92% | 0.00 | 0.00 | 4.28K |
META PLATFORMS INCSOLE | CL A | 2.11K | SH | $1.21M 0.81% | 0.00 | 0.00 | 2.11K |
FIRST NATL CORP VASOLE | COM | 42.95K | SH | $1.16M 0.77% | 0.00 | 0.00 | 42.95K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 2.29K | SH | $1.11M 0.74% | 0.00 | 0.00 | 2.29K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 3.90K | SH | $1.02M 0.68% | 0.00 | 0.00 | 3.90K |
BROADCOM INCSOLE | COM | 3.15K | SH | $976.2K 0.65% | 0.00 | 0.00 | 3.15K |
HOME DEPOT INCSOLE | COM | 2.97K | SH | $975.8K 0.65% | 0.00 | 0.00 | 2.97K |