BIRMINGHAM, AL
Allocation by class
Portfolio Concentration
Top 3 weight
12.7%
Top 10 weight
31.2%
Voting Authority Distribution
Total shares with voting rights: 125.64M
Full voting authority
125.64M
shares
Joint voting authority
0.00
shares
No voting authority
1.57K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | CORE S&P500 ETF | 1.16M | SH | $754.78M 4.90% | 1.16M | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P MCP ETF | 10.15M | SH | $685.16M 4.45% | 10.15M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 8.14M | SH | $521.38M 3.39% | 8.14M | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P SCP ETF | 4.01M | SH | $498.65M 3.24% | 4.01M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRDFND | FUNDAMENTAL INTL | 9.25M | SH | $452.38M 2.94% | 9.25M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 1.17M | SH | $433.03M 2.81% | 1.17M | 0.00 | 0.00 |
APPLE INCDFND | COM | 1.63M | SH | $414.55M 2.69% | 1.63M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 2.36M | SH | $412.34M 2.68% | 2.36M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 1.07M | SH | $313.46M 2.04% | 1.07M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 5.77M | SH | $312.01M 2.03% | 5.77M | 0.00 | 0.00 |
ISHARES TRDFND | S&P 500 GRWT ETF | 2.69M | SH | $304.83M 1.98% | 2.69M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | MID CAP ETF | 1.06M | SH | $303.22M 1.97% | 1.06M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 1.74M | SH | $294.91M 1.91% | 1.74M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 295.37K | SH | $271.67M 1.76% | 295.37K | 0.00 | 0.00 |
WALMART INCDFND | COM | 2.16M | SH | $268.68M 1.74% | 2.16M | 0.00 | 0.00 |
SNAP ON INCDFND | COM | 722.53K | SH | $262.44M 1.70% | 722.53K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 865.11K | SH | $248.77M 1.62% | 865.11K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 837.40K | SH | $204.69M 1.33% | 837.40K | 0.00 | 0.00 |
ISHARES TRDFND | MSCI EAFE ETF | 2.08M | SH | $201.71M 1.31% | 2.08M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 328.68K | SH | $196.40M 1.28% | 328.68K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 915.57K | SH | $190.69M 1.24% | 915.57K | 0.00 | 0.00 |
ISHARES TRDFND | RUS 1000 GRW ETF | 443.49K | SH | $189.10M 1.23% | 443.49K | 0.00 | 0.00 |
CHEVRON CORPORATIONDFND | COM | 778.56K | SH | $161.08M 1.05% | 778.56K | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 739.04K | SH | $160.73M 1.04% | 739.04K | 0.00 | 0.00 |
MERCK & CO INCDFND | COM | 1.32M | SH | $158.47M 1.03% | 1.32M | 0.00 | 0.00 |