ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
37.4%
Top 10 weight
66.3%
Voting Authority Distribution
Total shares with voting rights: 4.50M
Full voting authority
4.50M
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 MALVERN FDSSOLE | CORE BD ETF | 1.09M | SH | $84.25M 18.22% | 1.09M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 159.79K | SH | $51.26M 11.09% | 159.79K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 414.17K | SH | $37.49M 8.11% | 414.17K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 152.03K | SH | $29.83M 6.45% | 152.03K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 448.93K | SH | $22.44M 4.85% | 448.93K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 28.63K | SH | $18.45M 3.99% | 28.63K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 39.71K | SH | $17.34M 3.75% | 39.71K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 260.26K | SH | $16.68M 3.61% | 260.26K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 53.97K | SH | $15.50M 3.35% | 53.97K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 191.21K | SH | $13.34M 2.88% | 191.21K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 130.67K | SH | $12.97M 2.80% | 130.67K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 94.51K | SH | $10.03M 2.17% | 94.51K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 180.24K | SH | $9.73M 2.10% | 180.24K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 131.98K | SH | $9.72M 2.10% | 131.98K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 45.23K | SH | $9.64M 2.09% | 45.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 36.52K | SH | $9.57M 2.07% | 36.52K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 19.85K | SH | $8.46M 1.83% | 19.85K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 83K | SH | $7.51M 1.62% | 83K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 63.28K | SH | $6.06M 1.31% | 63.28K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 84.97K | SH | $5.82M 1.26% | 84.97K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 76.31K | SH | $5.80M 1.25% | 76.31K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 54.99K | SH | $5.33M 1.15% | 54.99K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 20.77K | SH | $5.14M 1.11% | 20.77K | 0.00 | 0.00 |
TORTOISE CAPITAL SERIES TRUSSOLE | NORTH AMRCN PIPE | 94.06K | SH | $3.98M 0.86% | 94.06K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.94K | SH | $3.81M 0.82% | 7.94K | 0.00 | 0.00 |