GREENVILLE, SC
Allocation by class
Portfolio Concentration
Top 3 weight
17.1%
Top 10 weight
33.5%
Voting Authority Distribution
Total shares with voting rights: 3.47M
Full voting authority
3.47M
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 |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEW COMDFND | COMMON STOCK | 60.35K | SH | $30.20M 9.34% | 60.35K | 0.00 | 0.00 |
ISHARES GOLD TR SHARES REPRESENT ETFDFND | EXCHANGE-TRADED FUNDS | 347.36K | SH | $13.90M 4.30% | 347.36K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TR ETFDFND | EXCHANGE-TRADED FUNDS | 496.23K | SH | $11.36M 3.51% | 496.23K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFDFND | EXCHANGE-TRADED FUNDS | 92.55K | SH | $9.61M 2.97% | 92.55K | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFDFND | EXCHANGE-TRADED FUNDS | 11.12K | SH | $8.33M 2.58% | 11.12K | 0.00 | 0.00 |
VANGUARD IDX FDS VANG TOTAL STK MKT ETFDFND | EXCHANGE-TRADED FUNDS | 21.32K | SH | $7.89M 2.44% | 21.32K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TR S&P500DFND | EXCHANGE-TRADED FUNDS | 76.98K | SH | $6.94M 2.14% | 76.98K | 0.00 | 0.00 |
ISHARES CORE S&P MIDCAP ETFDFND | EXCHANGE-TRADED FUNDS | 89.73K | SH | $6.92M 2.14% | 89.73K | 0.00 | 0.00 |
VANGUARD TOTAL INTL STOCK ETDFND | EXCHANGE-TRADED FUNDS | 78.74K | SH | $6.73M 2.08% | 78.74K | 0.00 | 0.00 |
MICROSOFT CORP COMDFND | COMMON STOCK | 17.52K | SH | $6.54M 2.02% | 17.52K | 0.00 | 0.00 |
VANGUARD GROWTH ETFDFND | EXCHANGE-TRADED FUNDS | 71.96K | SH | $6.20M 1.92% | 71.96K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETFDFND | EXCHANGE-TRADED FUNDS | 22.29K | SH | $5.49M 1.70% | 22.29K | 0.00 | 0.00 |
APPLE INC COMDFND | COMMON STOCK | 15.30K | SH | $4.43M 1.37% | 15.30K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD ETFDFND | EXCHANGE-TRADED FUNDS | 26.06K | SH | $4.12M 1.27% | 26.06K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETF TRUST UNITDFND | EXCHANGE-TRADED FUNDS | 5.33K | SH | $3.98M 1.23% | 5.33K | 0.00 | 0.00 |
VANGUARD INT TERM CORPORATE ETFDFND | EXCHANGE-TRADED FUNDS | 46.47K | SH | $3.84M 1.19% | 46.47K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFDFND | EXCHANGE-TRADED FUNDS | 24.22K | SH | $3.59M 1.11% | 24.22K | 0.00 | 0.00 |
CISCO SYSTEMS INCDFND | COMMON STOCK | 30.57K | SH | $3.59M 1.11% | 30.57K | 0.00 | 0.00 |
JP MORGAN ETF CORE PLUS BD ETFDFND | EXCHANGE-TRADED FUNDS | 70.57K | SH | $3.31M 1.02% | 70.57K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COMMON STOCK | 10.02K | SH | $3.28M 1.01% | 10.02K | 0.00 | 0.00 |
ISHARES GOLD TR ISHARES NEW ETFDFND | EXCHANGE-TRADED FUNDS | 43.32K | SH | $3.27M 1.01% | 43.32K | 0.00 | 0.00 |
ISHARES CORE TOTAL US AGGREGATE BOND ETFDFND | EXCHANGE-TRADED FUNDS | 32.84K | SH | $3.25M 1.01% | 32.84K | 0.00 | 0.00 |
SPDR SER TR SS SPDR BBG INVT FLT RTE ETFDFND | EXCHANGE-TRADED FUNDS | 90.31K | SH | $2.79M 0.86% | 90.31K | 0.00 | 0.00 |
NVIDIA CORPORATION COMDFND | COMMON STOCK | 13.86K | SH | $2.77M 0.86% | 13.86K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFDFND | EXCHANGE-TRADED FUNDS | 38.38K | SH | $2.73M 0.85% | 38.38K | 0.00 | 0.00 |