ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
28.4%
Top 10 weight
54.4%
Voting Authority Distribution
Total shares with voting rights: 4.23M
Full voting authority
4.23M
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 TOTAL STOCK MARKET ETFSOLE | ETF | 246.18K | SH | $91.10M 16.87% | 246.18K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 108.17K | SH | $31.30M 5.79% | 108.17K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 322.72K | SH | $31.17M 5.77% | 322.72K | 0.00 | 0.00 |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 334.54K | SH | $25.35M 4.69% | 334.54K | 0.00 | 0.00 |
STATE STREET SPDR S&P DIVIDEND ETFSOLE | ETF | 153.56K | SH | $23.37M 4.33% | 153.56K | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | ETF | 263.71K | SH | $22.72M 4.21% | 263.71K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 90.65K | SH | $18.14M 3.36% | 90.65K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 144.29K | SH | $17.92M 3.32% | 144.29K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 201.72K | SH | $16.71M 3.09% | 201.72K | 0.00 | 0.00 |
TESLA INC COMSOLE | Stock | 37.80K | SH | $15.90M 2.94% | 37.80K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 209.47K | SH | $15.38M 2.85% | 209.47K | 0.00 | 0.00 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFSOLE | ETF | 79.57K | SH | $13.07M 2.42% | 79.57K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 49.09K | SH | $11.70M 2.17% | 49.09K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 28.23K | SH | $10.53M 1.95% | 28.23K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 43.87K | SH | $9.56M 1.77% | 43.87K | 0.00 | 0.00 |
ACCENTURE PLC IRELAND SHS CLASS ASOLE | Stock | 74.19K | SH | $9.23M 1.71% | 74.19K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 23.55K | SH | $8.41M 1.56% | 23.55K | 0.00 | 0.00 |
JANUS HENDERSON AAA CLO ETFSOLE | ETF | 165.66K | SH | $8.36M 1.55% | 165.66K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 18.46K | SH | $6.52M 1.21% | 18.46K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 16.17K | SH | $6.11M 1.13% | 16.17K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 9.74K | SH | $4.87M 0.90% | 9.74K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 6.04K | SH | $4.51M 0.84% | 6.04K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Stock | 3K | SH | $3.59M 0.67% | 2.99K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INC COMSOLE | Stock | 5.94K | SH | $3.45M 0.64% | 5.94K | 0.00 | 0.00 |
COCA COLA CO COMSOLE | Stock | 140.28K | SH | $3.37M 0.62% | 140.28K | 0.00 | 0.00 |