COLUMBIA, SC
Allocation by class
Portfolio Concentration
Top 3 weight
31.2%
Top 10 weight
61.3%
Voting Authority Distribution
Total shares with voting rights: 7.95M
Full voting authority
7.95M
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 |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 1.17M | SH | $74.66M 14.90% | 1.17M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.45M | SH | $42.40M 8.47% | 1.45M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 851.58K | SH | $39.23M 7.83% | 851.58K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 468.56K | SH | $31.41M 6.27% | 468.56K | 0.00 | 0.00 |
VICTORY PORTFOLIOS IISOLE | CORE INTERMEDIAT | 629.04K | SH | $28.91M 5.77% | 629.04K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 135.97K | SH | $23.02M 4.60% | 135.97K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 78.67K | SH | $20.98M 4.19% | 78.67K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 64.65K | SH | $16.19M 3.23% | 64.65K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 67.12K | SH | $16.13M 3.22% | 67.12K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 26.09K | SH | $14.06M 2.81% | 26.09K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 210.96K | SH | $13.09M 2.61% | 210.96K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 405.68K | SH | $10.29M 2.05% | 405.68K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 436.46K | SH | $10.12M 2.02% | 436.46K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 77.93K | SH | $8.98M 1.79% | 77.93K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 115.40K | SH | $8.75M 1.75% | 115.40K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 114.46K | SH | $8.04M 1.61% | 114.46K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.40K | SH | $6.49M 1.30% | 15.40K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 124.91K | SH | $5.97M 1.19% | 124.91K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 38.88K | SH | $5.91M 1.18% | 38.88K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.76K | SH | $4.48M 0.89% | 8.76K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 12.61K | SH | $3.99M 0.80% | 12.61K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 14.77K | SH | $3.24M 0.65% | 14.77K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 10K | SH | $3.22M 0.64% | 10K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.75K | SH | $3.06M 0.61% | 6.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.35K | SH | $3.00M 0.60% | 10.35K | 0.00 | 0.00 |