BATON ROUGE, LA
Allocation by class
Portfolio Concentration
Top 3 weight
14.9%
Top 10 weight
28.3%
Voting Authority Distribution
Total shares with voting rights: 13.61M
Full voting authority
22.96K
shares
Joint voting authority
0.00
shares
No voting authority
13.59M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 1.15M | SH | $51.12M 9.20% | 8.35K | 0.00 | 1.14M |
NVIDIA CORPORATIONSOLE | COM | 73.09K | SH | $16.69M 3.00% | 31.00 | 0.00 | 73.06K |
APPLE INCSOLE | COM | 44.15K | SH | $14.70M 2.65% | 15.00 | 0.00 | 44.13K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 365.17K | SH | $13.73M 2.47% | 1.04K | 0.00 | 364.13K |
DFA INVT DIMENSIONS GROUP INSOLE | U.S. SML CP VAL | 333.53K | SH | $12.50M 2.25% | 488.00 | 0.00 | 333.04K |
MICROSOFT CORPSOLE | COM | 24.31K | SH | $12.47M 2.24% | 8.00 | 0.00 | 24.30K |
DFA INVT DIMENSIONS GROUP INSOLE | U.S. HIGH RELATI | 291.74K | SH | $12.23M 2.20% | 2.07K | 0.00 | 289.67K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 174.60K | SH | $9.14M 1.65% | 0.00 | 0.00 | 174.60K |
AMAZON COM INCSOLE | COM | 30.75K | SH | $7.66M 1.38% | 29.00 | 0.00 | 30.72K |
ALPHABET INCSOLE | CAP STK CL A | 20.77K | SH | $7.15M 1.29% | 22.00 | 0.00 | 20.75K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.61K | SH | $6.57M 1.18% | 0.00 | 0.00 | 8.61K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 143.02K | SH | $6.19M 1.11% | 207.00 | 0.00 | 142.81K |
META PLATFORMS INCSOLE | CL A | 6.47K | SH | $4.69M 0.84% | 0.00 | 0.00 | 6.47K |
BROADCOM INCSOLE | COM | 11.78K | SH | $4.14M 0.74% | 22.00 | 0.00 | 11.75K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 119.70K | SH | $4.03M 0.73% | 811.00 | 0.00 | 118.89K |
EXXONMOBIL HOLDINGS CORPSOLE | COM SHS | 24.73K | SH | $4.02M 0.72% | 9.00 | 0.00 | 24.72K |
MICRON TECHNOLOGY INCSOLE | COM | 3.75K | SH | $3.99M 0.72% | 5.00 | 0.00 | 3.74K |
ALPHABET INCSOLE | CAP STK CL C | 11.22K | SH | $3.82M 0.69% | 17.00 | 0.00 | 11.21K |
JPMORGAN CHASE & COSOLE | COM | 10.44K | SH | $3.45M 0.62% | 10.00 | 0.00 | 10.43K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 1.89K | SH | $3.42M 0.61% | 3.00 | 0.00 | 1.88K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 84.03K | SH | $3.34M 0.60% | 219.00 | 0.00 | 83.81K |
TESLA INCSOLE | COM | 9.21K | SH | $3.27M 0.59% | 15.00 | 0.00 | 9.19K |
ELI LILLY & COSOLE | COM | 2.71K | SH | $3.14M 0.56% | 1.00 | 0.00 | 2.71K |
ADVANCED MICRO DEVICES INCSOLE | COM | 5.06K | SH | $3.10M 0.56% | 4.00 | 0.00 | 5.06K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.03K | SH | $3.00M 0.54% | 1.00 | 0.00 | 6.03K |