GREENVILLE, SC
Allocation by class
Portfolio Concentration
Top 3 weight
18.6%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 3.48M
Full voting authority
3.48M
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 | 57.37K | SH | $27.49M 9.17% | 57.37K | 0.00 | 0.00 |
ISHARES GOLD TR SHARES REPRESENT ETFDFND | EXCHANGE-TRADED-FUND | 376.34K | SH | $17.58M 5.86% | 376.34K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TR ETFDFND | EXCHANGE-TRADED-FUND | 481.75K | SH | $10.59M 3.53% | 481.75K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFDFND | EXCHANGE-TRADED-FUND | 92.89K | SH | $9.02M 3.01% | 92.89K | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFDFND | EXCHANGE-TRADED-FUND | 10.52K | SH | $6.87M 2.29% | 10.52K | 0.00 | 0.00 |
MICROSOFT CORP COMDFND | COMMON STOCK | 17.58K | SH | $6.51M 2.17% | 17.58K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFDFND | EXCHANGE-TRADED-FUND | 18.72K | SH | $6.01M 2.00% | 18.72K | 0.00 | 0.00 |
ISHARES CORE S&P MIDCAP ETFDFND | EXCHANGE-TRADED-FUND | 84.66K | SH | $5.72M 1.91% | 84.66K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TR S&P500DFND | EXCHANGE-TRADED-FUND | 61.92K | SH | $4.66M 1.55% | 61.92K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETFDFND | EXCHANGE-TRADED-FUND | 22.08K | SH | $4.54M 1.51% | 22.08K | 0.00 | 0.00 |
VANGUARD TOTAL INTL STOCK ETDFND | EXCHANGE-TRADED-FUND | 58.76K | SH | $4.53M 1.51% | 58.76K | 0.00 | 0.00 |
VANGUARD GROWTH ETFDFND | EXCHANGE-TRADED-FUND | 10.12K | SH | $4.42M 1.47% | 10.12K | 0.00 | 0.00 |
APPLE INC COMDFND | COMMON STOCK | 15.67K | SH | $3.98M 1.33% | 15.67K | 0.00 | 0.00 |
NVIDIA CORPORATION COMDFND | COMMON STOCK | 22.20K | SH | $3.87M 1.29% | 22.20K | 0.00 | 0.00 |
VANGUARD INT TERM CORPORATE ETFDFND | EXCHANGE-TRADED-FUND | 44.29K | SH | $3.66M 1.22% | 44.29K | 0.00 | 0.00 |
ISHARES GOLD TR ISHARES NEW ETFDFND | EXCHANGE-TRADED-FUND | 40.84K | SH | $3.60M 1.20% | 40.84K | 0.00 | 0.00 |
CHEVRON CORP NEW COMDFND | COMMON STOCK | 15.85K | SH | $3.28M 1.09% | 15.85K | 0.00 | 0.00 |
ISHARES CORE TOTAL US AGGREGATE BOND ETFDFND | EXCHANGE-TRADED-FUND | 32.01K | SH | $3.18M 1.06% | 32.01K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COMMON STOCK | 10.34K | SH | $3.04M 1.01% | 10.34K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD ETFDFND | EXCHANGE-TRADED-FUND | 20.04K | SH | $2.97M 0.99% | 20.04K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFDFND | EXCHANGE-TRADED-FUND | 23.54K | SH | $2.93M 0.98% | 23.54K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FD CORE ETFDFND | EXCHANGE-TRADED-FUND | 59.34K | SH | $2.79M 0.93% | 59.34K | 0.00 | 0.00 |
SPDR SER TR SS SPDR BBG INVT FLT RTE ETFDFND | EXCHANGE-TRADED-FUND | 87.26K | SH | $2.69M 0.90% | 87.26K | 0.00 | 0.00 |
ISHARES 1-3 YEAR TREASURY BOND ETFDFND | EXCHANGE-TRADED-FUND | 32.18K | SH | $2.66M 0.89% | 32.18K | 0.00 | 0.00 |
UNITED CMNTY BKS BLAIRSVLE GA COMDFND | COMMON STOCK | 84.12K | SH | $2.65M 0.88% | 84.12K | 0.00 | 0.00 |