MONTGOMERY, AL
Allocation by class
Portfolio Concentration
Top 3 weight
12.7%
Top 10 weight
26.0%
Voting Authority Distribution
Total shares with voting rights: 292.79M
Full voting authority
292.79M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 8.85M | SH | $1.54B 5.15% | 8.85M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.19M | SH | $1.32B 4.40% | 5.19M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.59M | SH | $957.82M 3.20% | 2.59M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.98M | SH | $829.92M 2.77% | 3.98M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.11M | SH | $652.64M 2.18% | 2.11M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.98M | SH | $568.59M 1.90% | 1.98M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 7.58M | SH | $529.01M 1.76% | 7.58M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 9.13M | SH | $518.57M 1.73% | 9.13M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.58M | SH | $453.90M 1.51% | 1.58M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 12.67M | SH | $428.96M 1.43% | 12.67M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 703.97K | SH | $402.76M 1.34% | 703.97K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 741.30K | SH | $355.23M 1.18% | 741.30K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 805.81K | SH | $299.56M 1.00% | 805.81K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.21M | SH | $296.46M 0.99% | 1.21M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 875.63K | SH | $257.58M 0.86% | 875.63K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 1.40M | SH | $237.70M 0.79% | 1.40M | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 1.15M | SH | $237.07M 0.79% | 1.15M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 3.22M | SH | $236.77M 0.79% | 3.22M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 735.98K | SH | $222.44M 0.74% | 735.98K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 2.74M | SH | $212.89M 0.71% | 2.74M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 1.64M | SH | $203.60M 0.68% | 1.64M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 194.44K | SH | $193.75M 0.65% | 194.44K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 317.38K | SH | $189.65M 0.63% | 317.38K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 362.56K | SH | $181.16M 0.60% | 362.56K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 794.57K | SH | $172.81M 0.58% | 794.57K | 0.00 | 0.00 |