HICKORY, NC
Allocation by class
Portfolio Concentration
Top 3 weight
42.8%
Top 10 weight
83.0%
Voting Authority Distribution
Total shares with voting rights: 2.13M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.13M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 204.56K | SH | $17.62M 16.01% | 0.00 | 0.00 | 204.56K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 73.96K | SH | $16.12M 14.65% | 0.00 | 0.00 | 73.96K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 323.25K | SH | $13.33M 12.12% | 0.00 | 0.00 | 323.25K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION | 461.83K | SH | $11.88M 10.80% | 0.00 | 0.00 | 461.83K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 258.63K | SH | $7.07M 6.42% | 0.00 | 0.00 | 258.63K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 20.13K | SH | $6.10M 5.55% | 0.00 | 0.00 | 20.13K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 150.67K | SH | $6.06M 5.51% | 0.00 | 0.00 | 150.67K |
INVESCO ACTIVELY MANAGED EXCSOLE | VAR RATE INVT | 191.50K | SH | $4.80M 4.36% | 0.00 | 0.00 | 191.50K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 102.54K | SH | $4.28M 3.89% | 0.00 | 0.00 | 102.54K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 58.80K | SH | $4.11M 3.74% | 0.00 | 0.00 | 58.80K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 103.21K | SH | $3.49M 3.17% | 0.00 | 0.00 | 103.21K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 22.30K | SH | $1.99M 1.81% | 0.00 | 0.00 | 22.30K |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 29.37K | SH | $1.79M 1.62% | 0.00 | 0.00 | 29.37K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 41.55K | SH | $1.45M 1.31% | 0.00 | 0.00 | 41.55K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.30K | SH | $955.8K 0.87% | 0.00 | 0.00 | 1.30K |
ISHARES TRSOLE | US SML CAP EQT | 10.29K | SH | $917.4K 0.83% | 0.00 | 0.00 | 10.29K |
ISHARES TRSOLE | RUSEL 2500 ETF | 8.91K | SH | $816.7K 0.74% | 0.00 | 0.00 | 8.91K |
ISHARES TRSOLE | CORE S&P US GWT | 3.85K | SH | $725.1K 0.66% | 0.00 | 0.00 | 3.85K |
AMERICAN CENTY ETF TRSOLE | AVAN US SMAL ETF | 8.53K | SH | $625.2K 0.57% | 0.00 | 0.00 | 8.53K |
ISHARES TRSOLE | CORE MSCI EAFE | 6.15K | SH | $594.4K 0.54% | 0.00 | 0.00 | 6.15K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 4.58K | SH | $580.0K 0.53% | 0.00 | 0.00 | 4.58K |
ISHARES TRSOLE | CORE MSCI INTL | 6.04K | SH | $537.4K 0.49% | 0.00 | 0.00 | 6.04K |
LOWES COS INCSOLE | COM | 2.37K | SH | $521.7K 0.47% | 0.00 | 0.00 | 2.37K |
APPLE INCSOLE | COM | 1.78K | SH | $514.9K 0.47% | 0.00 | 0.00 | 1.78K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 703.00 | SH | $482.8K 0.44% | 0.00 | 0.00 | 703.00 |