GREENSBORO, NC
Allocation by class
Portfolio Concentration
Top 3 weight
69.5%
Top 10 weight
88.8%
Voting Authority Distribution
Total shares with voting rights: 1.13M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.13M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 75.17K | SH | $44.92M 35.34% | 0.00 | 0.00 | 75.17K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 468.22K | SH | $34.48M 27.13% | 0.00 | 0.00 | 468.22K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 108.77K | SH | $8.92M 7.02% | 0.00 | 0.00 | 108.77K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 59.19K | SH | $8.68M 6.83% | 0.00 | 0.00 | 59.19K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 93.38K | SH | $6.83M 5.37% | 0.00 | 0.00 | 93.38K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 119.99K | SH | $2.91M 2.29% | 0.00 | 0.00 | 119.99K |
ISHARES TRSOLE | ISHARES BIOTECH | 13.79K | SH | $2.33M 1.83% | 0.00 | 0.00 | 13.79K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.68K | SH | $1.75M 1.38% | 0.00 | 0.00 | 6.68K |
APPLE INCSOLE | COM | 4.47K | SH | $1.14M 0.89% | 0.00 | 0.00 | 4.47K |
ISHARES INCSOLE | CORE MSCI EMKT | 13.80K | SH | $962.5K 0.76% | 0.00 | 0.00 | 13.80K |
ISHARES TRSOLE | MSCI EAFE ETF | 9.27K | SH | $900.2K 0.71% | 0.00 | 0.00 | 9.27K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.52K | SH | $876.2K 0.69% | 0.00 | 0.00 | 1.52K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 13.30K | SH | $852.5K 0.67% | 0.00 | 0.00 | 13.30K |
BROADCOM INCSOLE | COM | 2.41K | SH | $747.2K 0.59% | 0.00 | 0.00 | 2.41K |
MICROSOFT CORPSOLE | COM | 1.92K | SH | $708.7K 0.56% | 0.00 | 0.00 | 1.92K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 5.55K | SH | $558.7K 0.44% | 0.00 | 0.00 | 5.55K |
ALPHABET INCSOLE | CAP STK CL C | 1.95K | SH | $558.5K 0.44% | 0.00 | 0.00 | 1.95K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 14.14K | SH | $543.4K 0.43% | 0.00 | 0.00 | 14.14K |
NVIDIA CORPORATIONSOLE | COM | 2.96K | SH | $515.5K 0.41% | 0.00 | 0.00 | 2.96K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 3.96K | SH | $379.1K 0.30% | 0.00 | 0.00 | 3.96K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 13.64K | SH | $337.5K 0.27% | 0.00 | 0.00 | 13.64K |
AMAZON COM INCSOLE | COM | 1.59K | SH | $330.7K 0.26% | 0.00 | 0.00 | 1.59K |
ISHARES TRSOLE | CORE S&P500 ETF | 506.00 | SH | $330.5K 0.26% | 0.00 | 0.00 | 506.00 |
LOWES COS INCSOLE | COM | 1.36K | SH | $322.1K 0.25% | 0.00 | 0.00 | 1.36K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 5.80K | SH | $313.5K 0.25% | 0.00 | 0.00 | 5.80K |