ST. LOUIS, MO
Allocation by class
Portfolio Concentration
Top 3 weight
35.3%
Top 10 weight
74.9%
Voting Authority Distribution
Total shares with voting rights: 4.01M
Full voting authority
4.01M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 712.54K | SH | $54.94M 16.93% | 712.54K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 374.75K | SH | $31.01M 9.56% | 374.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 131.38K | SH | $28.54M 8.80% | 131.38K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 138.66K | SH | $27.20M 8.38% | 138.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 59.43K | SH | $25.96M 8.00% | 59.43K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 429.85K | SH | $25.60M 7.89% | 429.85K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 443.29K | SH | $14.28M 4.40% | 443.29K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 372.07K | SH | $13.68M 4.22% | 372.07K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 75.26K | SH | $10.97M 3.38% | 75.26K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 41.07K | SH | $10.76M 3.32% | 41.07K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 208.06K | SH | $9.97M 3.07% | 208.06K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 76.87K | SH | $8.16M 2.51% | 76.87K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 162.39K | SH | $8.10M 2.50% | 162.39K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 194.13K | SH | $7.66M 2.36% | 194.13K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.96K | SH | $4.81M 1.48% | 18.96K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.53K | SH | $3.90M 1.20% | 6.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 11.15K | SH | $3.20M 0.99% | 11.15K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 80.46K | SH | $3.13M 0.96% | 80.46K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 46.41K | SH | $2.25M 0.69% | 46.41K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.87K | SH | $2.07M 0.64% | 11.87K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 25.74K | SH | $1.61M 0.50% | 25.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.41K | SH | $1.54M 0.48% | 7.41K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 28.19K | SH | $1.49M 0.46% | 28.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 41.43K | SH | $1.47M 0.45% | 41.43K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.52K | SH | $1.30M 0.40% | 3.52K | 0.00 | 0.00 |