CHAPEL HILL, NC
Allocation by class
Portfolio Concentration
Top 3 weight
55.2%
Top 10 weight
84.2%
Voting Authority Distribution
Total shares with voting rights: 1.29M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.29M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 95.90K | SH | $30.76M 24.07% | 0.00 | 0.00 | 95.90K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 231.28K | SH | $24.63M 19.27% | 0.00 | 0.00 | 231.28K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 195.83K | SH | $15.15M 11.85% | 0.00 | 0.00 | 195.83K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 62.07K | SH | $9.19M 7.19% | 0.00 | 0.00 | 62.07K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 74.73K | SH | $8.20M 6.41% | 0.00 | 0.00 | 74.73K |
ALPS ETF TRSOLE | ALERIAN ENERGY | 148.96K | SH | $5.69M 4.45% | 0.00 | 0.00 | 148.96K |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 54.46K | SH | $4.12M 3.22% | 0.00 | 0.00 | 54.46K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 43.02K | SH | $4.05M 3.17% | 0.00 | 0.00 | 43.02K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 145.34K | SH | $4.05M 3.17% | 0.00 | 0.00 | 145.34K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 2.56K | SH | $1.78M 1.40% | 0.00 | 0.00 | 2.56K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 3.70K | SH | $1.51M 1.18% | 0.00 | 0.00 | 3.70K |
NVIDIA CORPORATIONSOLE | COM | 7.09K | SH | $1.24M 0.97% | 0.00 | 0.00 | 7.09K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 2.92K | SH | $1.08M 0.85% | 0.00 | 0.00 | 2.92K |
APPLE INCSOLE | COM | 4.22K | SH | $1.07M 0.84% | 0.00 | 0.00 | 4.22K |
EQUINIX INCSOLE | COM | 1.01K | SH | $991.0K 0.78% | 0.00 | 0.00 | 1.01K |
MICROSOFT CORPSOLE | COM | 2.53K | SH | $935.4K 0.73% | 0.00 | 0.00 | 2.53K |
PROLOGIS INC.SOLE | COM | 6.34K | SH | $838.3K 0.66% | 0.00 | 0.00 | 6.34K |
VENTAS INCSOLE | COM | 7.96K | SH | $651.1K 0.51% | 0.00 | 0.00 | 7.96K |
BROADCOM INCSOLE | COM | 2.09K | SH | $646.3K 0.51% | 0.00 | 0.00 | 2.09K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS3000IDX | 1.98K | SH | $570.5K 0.45% | 0.00 | 0.00 | 1.98K |
AMAZON COM INCSOLE | COM | 2.62K | SH | $545.5K 0.43% | 0.00 | 0.00 | 2.62K |
DIGITAL RLTY TR INCSOLE | COM | 2.91K | SH | $525.1K 0.41% | 0.00 | 0.00 | 2.91K |
AMERICAN TOWER CORPSOLE | COM | 2.86K | SH | $494.3K 0.39% | 0.00 | 0.00 | 2.86K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 5.91K | SH | $443.8K 0.35% | 0.00 | 0.00 | 5.91K |
ALPHABET INCSOLE | CAP STK CL A | 1.53K | SH | $440.8K 0.34% | 0.00 | 0.00 | 1.53K |