VIENNA, VA
Allocation by class
Portfolio Concentration
Top 3 weight
27.3%
Top 10 weight
60.8%
Voting Authority Distribution
Total shares with voting rights: 6.86M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.86M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 163.81K | SH | $52.54M 10.45% | 0.00 | 0.00 | 163.81K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 632.78K | SH | $51.00M 10.14% | 0.00 | 0.00 | 632.78K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 339.05K | SH | $33.85M 6.73% | 0.00 | 0.00 | 339.05K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 619.45K | SH | $27.94M 5.56% | 0.00 | 0.00 | 619.45K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 246.60K | SH | $27.24M 5.42% | 0.00 | 0.00 | 246.60K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 593.90K | SH | $24.67M 4.91% | 0.00 | 0.00 | 593.90K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 511.90K | SH | $24.51M 4.88% | 0.00 | 0.00 | 511.90K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 303.42K | SH | $22.70M 4.52% | 0.00 | 0.00 | 303.42K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 529.02K | SH | $20.61M 4.10% | 0.00 | 0.00 | 529.02K |
ISHARES TRSOLE | CORE MSCI INTL | 244.63K | SH | $20.44M 4.07% | 0.00 | 0.00 | 244.63K |
ISHARES TRSOLE | BROAD USD HIGH | 512.43K | SH | $18.88M 3.75% | 0.00 | 0.00 | 512.43K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 337.83K | SH | $14.87M 2.96% | 0.00 | 0.00 | 337.83K |
MICROSOFT CORPSOLE | COM | 37.37K | SH | $13.83M 2.75% | 0.00 | 0.00 | 37.37K |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 196.44K | SH | $11.78M 2.34% | 0.00 | 0.00 | 196.44K |
ISHARES INCSOLE | CORE MSCI EMKT | 120.64K | SH | $8.41M 1.67% | 0.00 | 0.00 | 120.64K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.01K | SH | $6.58M 1.31% | 0.00 | 0.00 | 11.01K |
META PLATFORMS INCSOLE | CL A | 8.40K | SH | $4.81M 0.96% | 0.00 | 0.00 | 8.40K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 63.69K | SH | $4.78M 0.95% | 0.00 | 0.00 | 63.69K |
APPLE INCSOLE | COM | 14.12K | SH | $3.58M 0.71% | 0.00 | 0.00 | 14.12K |
NVIDIA CORPORATIONSOLE | COM | 18.82K | SH | $3.28M 0.65% | 0.00 | 0.00 | 18.82K |
ALPHABET INCSOLE | CAP STK CL C | 10.47K | SH | $3.00M 0.60% | 0.00 | 0.00 | 10.47K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 51.81K | SH | $2.73M 0.54% | 0.00 | 0.00 | 51.81K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 26.05K | SH | $2.61M 0.52% | 0.00 | 0.00 | 26.05K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 17.85K | SH | $2.60M 0.52% | 0.00 | 0.00 | 17.85K |
UBER TECHNOLOGIES INCSOLE | COM | 33.59K | SH | $2.42M 0.48% | 0.00 | 0.00 | 33.59K |