GRAND RAPIDS, MI
Allocation by class
Portfolio Concentration
Top 3 weight
27.9%
Top 10 weight
59.9%
Voting Authority Distribution
Total shares with voting rights: 1.75M
Full voting authority
1.75M
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 |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 148.95K | SH | $12.01M 10.71% | 148.95K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 273.54K | SH | $10.63M 9.48% | 273.54K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 77.73K | SH | $8.64M 7.71% | 77.73K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 81.24K | SH | $6.89M 6.15% | 81.24K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 112.35K | SH | $6.07M 5.41% | 112.35K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 13.41K | SH | $5.85M 5.22% | 13.41K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 108.41K | SH | $5.25M 4.69% | 108.41K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 56.71K | SH | $4.57M 4.08% | 56.71K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 35.18K | SH | $3.89M 3.47% | 35.18K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 43.41K | SH | $3.36M 3.00% | 43.41K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 35.06K | SH | $3.17M 2.83% | 35.06K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 75.06K | SH | $3.17M 2.83% | 75.06K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 73.56K | SH | $2.90M 2.59% | 73.56K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.40K | SH | $2.87M 2.56% | 4.40K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 54.84K | SH | $2.14M 1.91% | 54.84K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 25.58K | SH | $2.03M 1.81% | 25.58K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 18.65K | SH | $1.54M 1.38% | 18.65K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 41.38K | SH | $1.47M 1.31% | 41.38K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 26.95K | SH | $1.42M 1.26% | 26.95K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 21.40K | SH | $1.34M 1.19% | 21.40K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 46.28K | SH | $1.16M 1.03% | 46.28K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 32.46K | SH | $1.12M 1.00% | 32.46K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.67K | SH | $1.09M 0.97% | 1.67K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 31.59K | SH | $1.07M 0.96% | 31.59K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 28.05K | SH | $949.6K 0.85% | 28.05K | 0.00 | 0.00 |