FLORENCE, SC
Allocation by class
Portfolio Concentration
Top 3 weight
21.9%
Top 10 weight
51.1%
Voting Authority Distribution
Total shares with voting rights: 5.83M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.83M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 416.28K | SH | $35.86M 9.19% | 0.00 | 0.00 | 416.28K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 230.98K | SH | $29.58M 7.58% | 0.00 | 0.00 | 230.98K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 591.85K | SH | $20.20M 5.17% | 0.00 | 0.00 | 591.85K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 184.22K | SH | $17.78M 4.55% | 0.00 | 0.00 | 184.22K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 70.30K | SH | $16.63M 4.26% | 0.00 | 0.00 | 70.30K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 181.79K | SH | $16.58M 4.25% | 0.00 | 0.00 | 181.79K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 185.86K | SH | $16.58M 4.25% | 0.00 | 0.00 | 185.86K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 211.30K | SH | $16.36M 4.19% | 0.00 | 0.00 | 211.30K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 328.19K | SH | $15.36M 3.94% | 0.00 | 0.00 | 328.19K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 251.71K | SH | $14.65M 3.75% | 0.00 | 0.00 | 251.71K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 331.80K | SH | $13.85M 3.55% | 0.00 | 0.00 | 331.80K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 19.64K | SH | $13.49M 3.46% | 0.00 | 0.00 | 19.64K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 182.84K | SH | $10.78M 2.76% | 0.00 | 0.00 | 182.84K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 223.46K | SH | $9.91M 2.54% | 0.00 | 0.00 | 223.46K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 257.79K | SH | $9.03M 2.31% | 0.00 | 0.00 | 257.79K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 157.46K | SH | $8.69M 2.23% | 0.00 | 0.00 | 157.46K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 167.38K | SH | $8.47M 2.17% | 0.00 | 0.00 | 167.38K |
PIMCO ETF TRSOLE | SHTRM MUN BD ACT | 161.57K | SH | $8.16M 2.09% | 0.00 | 0.00 | 161.57K |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 108.33K | SH | $8.15M 2.09% | 0.00 | 0.00 | 108.33K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 92.52K | SH | $7.65M 1.96% | 0.00 | 0.00 | 92.52K |
AMERICAN CENTY ETF TRSOLE | AVAN US SMAL ETF | 103.82K | SH | $7.61M 1.95% | 0.00 | 0.00 | 103.82K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 125.38K | SH | $6.39M 1.64% | 0.00 | 0.00 | 125.38K |
ETF OPPORTUNITIES TRUSTSOLE | APPLIED FINA VAL | 110.16K | SH | $5.09M 1.30% | 0.00 | 0.00 | 110.16K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 57.77K | SH | $4.57M 1.17% | 0.00 | 0.00 | 57.77K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 90.67K | SH | $4.51M 1.16% | 0.00 | 0.00 | 90.67K |