ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
26.8%
Top 10 weight
54.2%
Voting Authority Distribution
Total shares with voting rights: 1.19M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.19M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 35.10K | SH | $24.60M 14.34% | 0.00 | 0.00 | 35.10K |
ISHARES TRSOLE | CORE S&P500 ETF | 14.14K | SH | $10.83M 6.31% | 0.00 | 0.00 | 14.14K |
COCA COLA COSOLE | COM | 121.83K | SH | $10.49M 6.11% | 0.00 | 0.00 | 121.83K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 12.94K | SH | $9.87M 5.75% | 0.00 | 0.00 | 12.94K |
SPDR GOLD TRSOLE | GOLD SHS | 20.76K | SH | $7.91M 4.61% | 0.00 | 0.00 | 20.76K |
MICROSOFT CORPOTR | COM | 15.13K | SH | $7.76M 4.52% | 0.00 | 0.00 | 15.13K |
APPLE INCSOLE | COM | 20.54K | SH | $6.84M 3.99% | 0.00 | 0.00 | 20.54K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 35.89K | SH | $5.57M 3.25% | 0.00 | 0.00 | 35.89K |
ISHARES GOLD TRSOLE | ISHARES NEW | 69.49K | SH | $5.43M 3.16% | 0.00 | 0.00 | 69.49K |
VANGUARD INDEX FDSSOLE | MRNGSTR SML CAP | 13.16K | SH | $3.74M 2.18% | 0.00 | 0.00 | 13.16K |
NVIDIA CORPORATIONOTR | COM | 15.90K | SH | $3.63M 2.12% | 0.00 | 0.00 | 15.90K |
AMAZON COM INCSOLE | COM | 9.91K | SH | $2.47M 1.44% | 0.00 | 0.00 | 9.91K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.04K | SH | $2.25M 1.31% | 0.00 | 0.00 | 3.04K |
ALPHABET INCSOLE | CAP STK CL A | 5.76K | SH | $1.98M 1.16% | 0.00 | 0.00 | 5.76K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 67.07K | SH | $1.97M 1.15% | 0.00 | 0.00 | 67.07K |
VANGUARD INDEX FDSSOLE | MRNGSTR MID CAP | 21.55K | SH | $1.69M 0.98% | 0.00 | 0.00 | 21.55K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 17.68K | SH | $1.58M 0.92% | 0.00 | 0.00 | 17.68K |
BROADCOM INCOTR | COM | 4.25K | SH | $1.49M 0.87% | 0.00 | 0.00 | 4.25K |
ISHARES TRSOLE | SELECT DIVID ETF | 9.60K | SH | $1.46M 0.85% | 0.00 | 0.00 | 9.60K |
MICRON TECHNOLOGY INCSOLE | COM | 1.32K | SH | $1.41M 0.82% | 0.00 | 0.00 | 1.32K |
ISHARES TRSOLE | CORE S&P MCP ETF | 18.63K | SH | $1.34M 0.78% | 0.00 | 0.00 | 18.63K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 9.82K | SH | $1.24M 0.72% | 0.00 | 0.00 | 9.82K |
CISCO SYS INCOTR | COM | 11.10K | SH | $1.20M 0.70% | 0.00 | 0.00 | 11.10K |
ALPHABET INCOTR | CAP STK CL C | 3.35K | SH | $1.14M 0.66% | 0.00 | 0.00 | 3.35K |
JOHNSON & JOHNSONSOLE | COM | 4.27K | SH | $1.13M 0.66% | 0.00 | 0.00 | 4.27K |