CHARLOTTE, NC
Allocation by class
Portfolio Concentration
Top 3 weight
39.9%
Top 10 weight
72.8%
Voting Authority Distribution
Total shares with voting rights: 6.35M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.35M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 507.23K | SH | $162.72M 24.00% | 0.00 | 0.00 | 507.23K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 1.10M | SH | $54.92M 8.10% | 0.00 | 0.00 | 1.10M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 688.44K | SH | $53.09M 7.83% | 0.00 | 0.00 | 688.44K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 85.19K | SH | $50.91M 7.51% | 0.00 | 0.00 | 85.19K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 644.31K | SH | $48.39M 7.14% | 0.00 | 0.00 | 644.31K |
CINCINNATI FINL CORPSOLE | COM | 297.64K | SH | $46.83M 6.91% | 0.00 | 0.00 | 297.64K |
VANGUARD MUN BD FDSSOLE | CORE TAX EXEMPT | 384.16K | SH | $28.87M 4.26% | 0.00 | 0.00 | 384.16K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 265.54K | SH | $17.02M 2.51% | 0.00 | 0.00 | 265.54K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 199.56K | SH | $16.51M 2.44% | 0.00 | 0.00 | 199.56K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 68.88K | SH | $14.18M 2.09% | 0.00 | 0.00 | 68.88K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 178.39K | SH | $13.14M 1.94% | 0.00 | 0.00 | 178.39K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 201.97K | SH | $9.70M 1.43% | 0.00 | 0.00 | 201.97K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 126.22K | SH | $8.95M 1.32% | 0.00 | 0.00 | 126.22K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 12.51K | SH | $8.14M 1.20% | 0.00 | 0.00 | 12.51K |
APPLE INCSOLE | COM | 26.09K | SH | $6.62M 0.98% | 0.00 | 0.00 | 26.09K |
MICROSOFT CORPSOLE | COM | 17.18K | SH | $6.36M 0.94% | 0.00 | 0.00 | 17.18K |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 51.11K | SH | $5.17M 0.76% | 0.00 | 0.00 | 51.11K |
ISHARES TRSOLE | NATIONAL MUN ETF | 40.73K | SH | $4.32M 0.64% | 0.00 | 0.00 | 40.73K |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 13.94K | SH | $3.29M 0.49% | 0.00 | 0.00 | 13.94K |
ALPHABET INCSOLE | CAP STK CL A | 11.02K | SH | $3.17M 0.47% | 0.00 | 0.00 | 11.02K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 120.98K | SH | $3.04M 0.45% | 0.00 | 0.00 | 120.98K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $2.87M 0.42% | 0.00 | 0.00 | 4.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 83.06K | SH | $2.82M 0.42% | 0.00 | 0.00 | 83.06K |
AMAZON COM INCSOLE | COM | 12.21K | SH | $2.54M 0.38% | 0.00 | 0.00 | 12.21K |
VANGUARD MUN BD FDSSOLE | SHORT TAX EXEMPT | 32.26K | SH | $2.46M 0.36% | 0.00 | 0.00 | 32.26K |