ZEBULON, GA
Allocation by class
Portfolio Concentration
Top 3 weight
12.3%
Top 10 weight
35.9%
Voting Authority Distribution
Total shares with voting rights: 3.09M
Full voting authority
3.09M
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 |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 44.89K | SH | $12.91M 4.29% | 44.89K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 48.33K | SH | $12.26M 4.08% | 48.33K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | STOXX GLOBR INF | 183.78K | SH | $11.75M 3.91% | 183.78K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 211.28K | SH | $11.65M 3.88% | 211.28K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 66.01K | SH | $11.51M 3.83% | 66.01K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 83.40K | SH | $11.08M 3.69% | 83.40K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | HIG YLD VL ETF | 241.93K | SH | $9.69M 3.22% | 241.93K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 25.22K | SH | $9.34M 3.11% | 25.22K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 44.50K | SH | $9.27M 3.08% | 44.50K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 28.57K | SH | $8.41M 2.80% | 28.57K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 91.18K | SH | $6.93M 2.31% | 91.18K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 215.92K | SH | $6.62M 2.20% | 215.92K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.02K | SH | $6.00M 2.00% | 6.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 85.67K | SH | $5.79M 1.92% | 85.67K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 55.33K | SH | $5.34M 1.78% | 55.33K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 45.19K | SH | $5.11M 1.70% | 45.19K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.22K | SH | $4.70M 1.56% | 8.22K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 73.66K | SH | $4.51M 1.50% | 73.66K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 8.34K | SH | $4.16M 1.39% | 8.34K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 33.14K | SH | $4.12M 1.37% | 33.14K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 20.34K | SH | $3.99M 1.33% | 20.34K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 23.42K | SH | $3.97M 1.32% | 23.42K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 17.74K | SH | $3.61M 1.20% | 17.74K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 4.92K | SH | $3.48M 1.16% | 4.92K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 33.19K | SH | $3.41M 1.13% | 33.19K | 0.00 | 0.00 |