BATON ROUGE, LA
Allocation by class
Portfolio Concentration
Top 3 weight
14.3%
Top 10 weight
26.6%
Voting Authority Distribution
Total shares with voting rights: 12.66M
Full voting authority
23.32K
shares
Joint voting authority
0.00
shares
No voting authority
12.63M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.11M | SH | $43.11M 9.18% | 8.43K | 0.00 | 1.10M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 346.15K | SH | $12.30M 2.62% | 1.01K | 0.00 | 345.14K |
NVIDIA CORPORATIONSOLE | COM | 68.40K | SH | $11.93M 2.54% | 31.00 | 0.00 | 68.37K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 325.40K | SH | $11.40M 2.43% | 506.00 | 0.00 | 324.89K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 290.95K | SH | $10.70M 2.28% | 2.22K | 0.00 | 288.73K |
APPLE INCSOLE | COM | 39.70K | SH | $10.07M 2.15% | 14.00 | 0.00 | 39.68K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 180.77K | SH | $8.16M 1.74% | 0.00 | 0.00 | 180.77K |
AMAZON COM INCSOLE | COM | 28.29K | SH | $5.89M 1.25% | 29.00 | 0.00 | 28.26K |
MICROSOFT CORPSOLE | COM | 15.85K | SH | $5.87M 1.25% | 0.00 | 0.00 | 15.85K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 137.07K | SH | $5.41M 1.15% | 200.00 | 0.00 | 136.88K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.17K | SH | $5.31M 1.13% | 0.00 | 0.00 | 8.17K |
EXXON MOBIL CORPSOLE | COM | 28.86K | SH | $4.90M 1.04% | 9.00 | 0.00 | 28.85K |
ALPHABET INCSOLE | CAP STK CL A | 13.84K | SH | $3.98M 0.85% | 20.00 | 0.00 | 13.82K |
BROADCOM INCSOLE | COM | 12.06K | SH | $3.73M 0.79% | 22.00 | 0.00 | 12.04K |
ALPHABET INCSOLE | CAP STK CL C | 12.70K | SH | $3.64M 0.78% | 17.00 | 0.00 | 12.68K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 106.50K | SH | $3.43M 0.73% | 786.00 | 0.00 | 105.72K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 77.94K | SH | $2.69M 0.57% | 220.00 | 0.00 | 77.72K |
META PLATFORMS INCSOLE | CL A | 4.54K | SH | $2.59M 0.55% | 0.00 | 0.00 | 4.54K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 1.92K | SH | $2.53M 0.54% | 3.00 | 0.00 | 1.91K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.23K | SH | $2.51M 0.53% | 1.00 | 0.00 | 5.23K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 46.06K | SH | $2.49M 0.53% | 0.00 | 0.00 | 46.06K |
JOHNSON & JOHNSONSOLE | COM | 10.07K | SH | $2.46M 0.52% | 0.00 | 0.00 | 10.07K |
NOVARTIS AGSOLE | SPONSORED ADR | 14.50K | SH | $2.21M 0.47% | 24.00 | 0.00 | 14.47K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 34.07K | SH | $2.13M 0.45% | 0.00 | 0.00 | 34.07K |
JPMORGAN CHASE & COSOLE | COM | 7.10K | SH | $2.09M 0.44% | 10.00 | 0.00 | 7.09K |