ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
25.7%
Top 10 weight
64.1%
Voting Authority Distribution
Total shares with voting rights: 6.03M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.03M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE HIGH DV ETF | 235.38K | SH | $31.94M 9.33% | 0.00 | 0.00 | 235.38K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 928.35K | SH | $28.48M 8.32% | 0.00 | 0.00 | 928.35K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 650.48K | SH | $27.46M 8.02% | 0.00 | 0.00 | 650.48K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 575.56K | SH | $26.26M 7.67% | 0.00 | 0.00 | 575.56K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 505.55K | SH | $25.21M 7.37% | 0.00 | 0.00 | 505.55K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 331.67K | SH | $21.79M 6.37% | 0.00 | 0.00 | 331.67K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 358.11K | SH | $15.23M 4.45% | 0.00 | 0.00 | 358.11K |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 273.40K | SH | $15.10M 4.41% | 0.00 | 0.00 | 273.40K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 293.89K | SH | $14.79M 4.32% | 0.00 | 0.00 | 293.89K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 140.09K | SH | $13.20M 3.86% | 0.00 | 0.00 | 140.09K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 108.15K | SH | $11.95M 3.49% | 0.00 | 0.00 | 108.15K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 341.59K | SH | $11.60M 3.39% | 0.00 | 0.00 | 341.59K |
ISHARES TRSOLE | EAFE GRWTH ETF | 102.47K | SH | $11.41M 3.33% | 0.00 | 0.00 | 102.47K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 41.92K | SH | $10.79M 3.15% | 0.00 | 0.00 | 41.92K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 356.92K | SH | $10.40M 3.04% | 0.00 | 0.00 | 356.92K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 187.09K | SH | $10.11M 2.95% | 0.00 | 0.00 | 187.09K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 42.34K | SH | $4.15M 1.21% | 0.00 | 0.00 | 42.34K |
APPLE INCSOLE | COM | 16.26K | SH | $4.13M 1.21% | 0.00 | 0.00 | 16.26K |
ISHARES TRSOLE | CORE UNIVRSL USD | 77.06K | SH | $3.56M 1.04% | 0.00 | 0.00 | 77.06K |
ISHARES TRSOLE | S&P 500 VAL ETF | 13.99K | SH | $2.95M 0.86% | 0.00 | 0.00 | 13.99K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 41.41K | SH | $2.41M 0.70% | 0.00 | 0.00 | 41.41K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.59K | SH | $2.34M 0.68% | 0.00 | 0.00 | 3.59K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 17.55K | SH | $1.99M 0.58% | 0.00 | 0.00 | 17.55K |
ISHARES TRSOLE | NATIONAL MUN ETF | 17.49K | SH | $1.86M 0.54% | 0.00 | 0.00 | 17.49K |
ISHARES TRSOLE | S&P 100 ETF | 5.32K | SH | $1.69M 0.49% | 0.00 | 0.00 | 5.32K |