VIENNA, VA
Allocation by class
Portfolio Concentration
Top 3 weight
28.7%
Top 10 weight
62.8%
Voting Authority Distribution
Total shares with voting rights: 7.32M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.32M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 180.15K | SH | $66.66M 11.54% | 0.00 | 0.00 | 180.15K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 676.88K | SH | $61.74M 10.69% | 0.00 | 0.00 | 676.88K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 362.99K | SH | $37.41M 6.48% | 0.00 | 0.00 | 362.99K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 673.46K | SH | $34.81M 6.03% | 0.00 | 0.00 | 673.46K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 264.81K | SH | $33.04M 5.72% | 0.00 | 0.00 | 264.81K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 683.92K | SH | $28.32M 4.90% | 0.00 | 0.00 | 683.92K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 581.10K | SH | $27.75M 4.80% | 0.00 | 0.00 | 581.10K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 328.12K | SH | $25.40M 4.40% | 0.00 | 0.00 | 328.12K |
ISHARES TRSOLE | CORE MSCI INTL | 267.53K | SH | $23.81M 4.12% | 0.00 | 0.00 | 267.53K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 576.37K | SH | $23.78M 4.12% | 0.00 | 0.00 | 576.37K |
ISHARES TRSOLE | BROAD USD HIGH | 569K | SH | $21.06M 3.65% | 0.00 | 0.00 | 569K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 373.42K | SH | $17.69M 3.06% | 0.00 | 0.00 | 373.42K |
MICROSOFT CORPSOLE | COM | 37.83K | SH | $14.11M 2.44% | 0.00 | 0.00 | 37.83K |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 211.65K | SH | $13.88M 2.40% | 0.00 | 0.00 | 211.65K |
ISHARES INCSOLE | CORE MSCI EMKT | 125.73K | SH | $10.42M 1.80% | 0.00 | 0.00 | 125.73K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.37K | SH | $7.12M 1.23% | 0.00 | 0.00 | 10.37K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 57.02K | SH | $4.78M 0.83% | 0.00 | 0.00 | 57.02K |
NVIDIA CORPORATIONSOLE | COM | 20.41K | SH | $4.08M 0.71% | 0.00 | 0.00 | 20.41K |
ALPHABET INCSOLE | CAP STK CL C | 11.39K | SH | $4.03M 0.70% | 0.00 | 0.00 | 11.39K |
APPLE INCSOLE | COM | 13.30K | SH | $3.85M 0.67% | 0.00 | 0.00 | 13.30K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 22.87K | SH | $2.78M 0.48% | 0.00 | 0.00 | 22.87K |
MICRON TECHNOLOGY INCSOLE | COM | 2.40K | SH | $2.77M 0.48% | 0.00 | 0.00 | 2.40K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 50.06K | SH | $2.70M 0.47% | 0.00 | 0.00 | 50.06K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.44K | SH | $2.58M 0.45% | 0.00 | 0.00 | 3.44K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 16.16K | SH | $2.49M 0.43% | 0.00 | 0.00 | 16.16K |