ROANOKE, VA
Allocation by class
Portfolio Concentration
Top 3 weight
32.9%
Top 10 weight
50.8%
Voting Authority Distribution
Total shares with voting rights: 1.20M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.20M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 60.65K | SH | $26.49M 16.06% | 0.00 | 0.00 | 60.65K |
NORFOLK SOUTHN CORPSOLE | COM | 80.12K | SH | $22.99M 13.94% | 0.00 | 0.00 | 80.12K |
APPLE INCSOLE | COM | 19.15K | SH | $4.86M 2.95% | 0.00 | 0.00 | 19.15K |
ISHARES TRSOLE | S&P SML 600 GWT | 33.47K | SH | $4.84M 2.94% | 0.00 | 0.00 | 33.47K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.32K | SH | $4.47M 2.71% | 0.00 | 0.00 | 9.32K |
ISHARES TRSOLE | SELECT DIVID ETF | 29.07K | SH | $4.40M 2.67% | 0.00 | 0.00 | 29.07K |
ISHARES TRSOLE | CORE DIVID ETF | 76.99K | SH | $4.15M 2.52% | 0.00 | 0.00 | 76.99K |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 115.97K | SH | $3.99M 2.42% | 0.00 | 0.00 | 115.97K |
SSGA ACTIVE ETF TRSOLE | STATE STREET GLO | 78.53K | SH | $3.89M 2.36% | 0.00 | 0.00 | 78.53K |
ISHARES TRSOLE | CORE 40/60 MODER | 77.61K | SH | $3.68M 2.23% | 0.00 | 0.00 | 77.61K |
ELI LILLY & COSOLE | COM | 3.48K | SH | $3.21M 1.94% | 0.00 | 0.00 | 3.48K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 15.51K | SH | $3.04M 1.84% | 0.00 | 0.00 | 15.51K |
HOME DEPOT INCSOLE | COM | 8.99K | SH | $2.96M 1.79% | 0.00 | 0.00 | 8.99K |
ISHARES TRSOLE | CORE S&P MCP ETF | 42.77K | SH | $2.89M 1.75% | 0.00 | 0.00 | 42.77K |
ORACLE CORPSOLE | COM | 19.51K | SH | $2.87M 1.74% | 0.00 | 0.00 | 19.51K |
MICROSOFT CORPSOLE | COM | 7.44K | SH | $2.75M 1.67% | 0.00 | 0.00 | 7.44K |
ISHARES TRSOLE | SP SMCP600VL ETF | 18.25K | SH | $2.16M 1.31% | 0.00 | 0.00 | 18.25K |
PARKER-HANNIFIN CORPSOLE | COM | 2.40K | SH | $2.14M 1.30% | 0.00 | 0.00 | 2.40K |
LOCKHEED MARTIN CORPSOLE | COM | 3.28K | SH | $1.98M 1.20% | 0.00 | 0.00 | 3.28K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.96K | SH | $1.92M 1.16% | 0.00 | 0.00 | 2.96K |
ISHARES TRSOLE | S&P 500 VAL ETF | 8.78K | SH | $1.85M 1.12% | 0.00 | 0.00 | 8.78K |
BLACKSTONE INCSOLE | COM | 16.02K | SH | $1.84M 1.12% | 0.00 | 0.00 | 16.02K |
FISERV INCSOLE | COM | 30.49K | SH | $1.70M 1.03% | 0.00 | 0.00 | 30.49K |
LOWES COS INCSOLE | COM | 6.92K | SH | $1.63M 0.99% | 0.00 | 0.00 | 6.92K |
AT&T INCSOLE | COM | 55.72K | SH | $1.62M 0.98% | 0.00 | 0.00 | 55.72K |