WINTER PARK, FL
Allocation by class
Portfolio Concentration
Top 3 weight
36.9%
Top 10 weight
59.8%
Voting Authority Distribution
Total shares with voting rights: 6.22M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.22M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.68M | SH | $75.81M 19.41% | 0.00 | 0.00 | 1.68M |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 879.33K | SH | $42.10M 10.78% | 0.00 | 0.00 | 879.33K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 527.01K | SH | $26.24M 6.72% | 0.00 | 0.00 | 527.01K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 481.59K | SH | $25.01M 6.40% | 0.00 | 0.00 | 481.58K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 291.99K | SH | $24.77M 6.34% | 0.00 | 0.00 | 291.99K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 238.75K | SH | $11.93M 3.05% | 0.00 | 0.00 | 238.75K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 110.75K | SH | $8.92M 2.28% | 0.00 | 0.00 | 110.75K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 197.42K | SH | $6.71M 1.72% | 0.00 | 0.00 | 197.42K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 14.10K | SH | $6.16M 1.58% | 0.00 | 0.00 | 14.10K |
NVIDIA CORPORATIONSOLE | COM | 33.20K | SH | $5.79M 1.48% | 0.00 | 0.00 | 33.20K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 118.70K | SH | $5.69M 1.46% | 0.00 | 0.00 | 118.70K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 17.58K | SH | $5.64M 1.44% | 0.00 | 0.00 | 17.57K |
APPLE INCSOLE | COM | 21.44K | SH | $5.44M 1.39% | 0.00 | 0.00 | 21.44K |
ISHARES U S ETF TRSOLE | SHORT MATURITY M | 95.57K | SH | $4.81M 1.23% | 0.00 | 0.00 | 95.57K |
MICROSOFT CORPSOLE | COM | 11.91K | SH | $4.41M 1.13% | 0.00 | 0.00 | 11.90K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 81.21K | SH | $4.38M 1.12% | 0.00 | 0.00 | 81.21K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.94K | SH | $4.29M 1.10% | 0.00 | 0.00 | 8.94K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 51.15K | SH | $3.96M 1.01% | 0.00 | 0.00 | 51.15K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 78.64K | SH | $3.81M 0.98% | 0.00 | 0.00 | 78.64K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.87K | SH | $3.51M 0.90% | 0.00 | 0.00 | 5.87K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 13.58K | SH | $2.95M 0.76% | 0.00 | 0.00 | 13.58K |
AMAZON COM INCSOLE | COM | 13.91K | SH | $2.90M 0.74% | 0.00 | 0.00 | 13.91K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 74.33K | SH | $2.90M 0.74% | 0.00 | 0.00 | 74.33K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 71.73K | SH | $2.55M 0.65% | 0.00 | 0.00 | 71.73K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 74.38K | SH | $2.52M 0.64% | 0.00 | 0.00 | 74.38K |