KNOXVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
36.4%
Top 10 weight
66.4%
Voting Authority Distribution
Total shares with voting rights: 7.04M
Full voting authority
7.04M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 176.70K | SH | $105.59M 16.27% | 176.70K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.17M | SH | $75.27M 11.60% | 1.17M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 173.41K | SH | $55.63M 8.57% | 173.41K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 573.70K | SH | $45.48M 7.01% | 573.70K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 55.51K | SH | $36.10M 5.56% | 55.51K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 554.76K | SH | $29.98M 4.62% | 554.76K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 429.18K | SH | $25.56M 3.94% | 429.18K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 452.51K | SH | $20.66M 3.18% | 452.51K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 430.54K | SH | $20.21M 3.12% | 430.54K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 5-10YR INVT | 306.30K | SH | $16.30M 2.51% | 306.30K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 49.55K | SH | $14.81M 2.28% | 49.55K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 198.72K | SH | $13.42M 2.07% | 198.72K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 105K | SH | $13.05M 2.01% | 105K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 108.03K | SH | $10.50M 1.62% | 108.03K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET REA | 232.24K | SH | $9.48M 1.46% | 232.24K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 346.47K | SH | $9.22M 1.42% | 346.47K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 150.15K | SH | $7.89M 1.22% | 150.15K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 103.80K | SH | $7.64M 1.18% | 103.80K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 31.62K | SH | $5.51M 0.85% | 31.62K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.72K | SH | $5.26M 0.81% | 20.72K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 98.74K | SH | $4.63M 0.71% | 98.74K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 56.78K | SH | $4.38M 0.67% | 56.78K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 20.02K | SH | $4.17M 0.64% | 20.02K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.11K | SH | $4.11M 0.63% | 11.11K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 41.24K | SH | $3.92M 0.60% | 41.24K | 0.00 | 0.00 |