BETHESDA, MD
Allocation by class
Portfolio Concentration
Top 3 weight
16.1%
Top 10 weight
41.1%
Voting Authority Distribution
Total shares with voting rights: 2.83M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.83M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 15.64K | SH | $10.22M 5.84% | 0.00 | 0.00 | 15.64K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 84.40K | SH | $9.32M 5.33% | 0.00 | 0.00 | 84.40K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 220.15K | SH | $8.58M 4.91% | 0.00 | 0.00 | 220.15K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 11.87K | SH | $7.72M 4.42% | 0.00 | 0.00 | 11.87K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 103.93K | SH | $7.39M 4.23% | 0.00 | 0.00 | 103.93K |
ISHARES TRSOLE | CORE S&P TTL STK | 47.17K | SH | $6.72M 3.84% | 0.00 | 0.00 | 47.17K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 135.84K | SH | $6.58M 3.76% | 0.00 | 0.00 | 135.84K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 142.89K | SH | $6.45M 3.69% | 0.00 | 0.00 | 142.89K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 81.16K | SH | $4.75M 2.72% | 0.00 | 0.00 | 81.16K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 105.81K | SH | $4.11M 2.35% | 0.00 | 0.00 | 105.81K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.68K | SH | $4.07M 2.33% | 0.00 | 0.00 | 12.68K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 120.10K | SH | $4.07M 2.33% | 0.00 | 0.00 | 120.10K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 59.31K | SH | $3.80M 2.17% | 0.00 | 0.00 | 59.31K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 13.88K | SH | $3.64M 2.08% | 0.00 | 0.00 | 13.88K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 67.62K | SH | $3.57M 2.04% | 0.00 | 0.00 | 67.62K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 12.60K | SH | $3.12M 1.79% | 0.00 | 0.00 | 12.60K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 83.60K | SH | $2.97M 1.70% | 0.00 | 0.00 | 83.60K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 46.18K | SH | $2.88M 1.65% | 0.00 | 0.00 | 46.18K |
DYNE THERAPEUTICS INCSOLE | COM | 135.03K | SH | $2.45M 1.40% | 0.00 | 0.00 | 135.03K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 55.76K | SH | $2.35M 1.35% | 0.00 | 0.00 | 55.76K |
ISHARES TRSOLE | CORE MSCI EAFE | 25.73K | SH | $2.33M 1.33% | 0.00 | 0.00 | 25.73K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 87.64K | SH | $2.33M 1.33% | 0.00 | 0.00 | 87.64K |
APPLE INCSOLE | COM | 8.61K | SH | $2.18M 1.25% | 0.00 | 0.00 | 8.61K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.15M 1.23% | 0.00 | 0.00 | 3.00 |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 26.94K | SH | $2.04M 1.17% | 0.00 | 0.00 | 26.94K |