LYNCHBURG, VA
Allocation by class
Portfolio Concentration
Top 3 weight
29.1%
Top 10 weight
54.1%
Voting Authority Distribution
Total shares with voting rights: 916.96K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
916.96K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 63.11K | SH | $20.25M 18.19% | 0.00 | 0.00 | 63.11K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 30.72K | SH | $6.67M 6.00% | 0.00 | 0.00 | 30.72K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 141.18K | SH | $5.49M 4.93% | 0.00 | 0.00 | 141.18K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 32.72K | SH | $4.77M 4.29% | 0.00 | 0.00 | 32.72K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 14.04K | SH | $4.24M 3.81% | 0.00 | 0.00 | 14.04K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 21.07K | SH | $4.13M 3.71% | 0.00 | 0.00 | 21.07K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 74.11K | SH | $3.91M 3.51% | 0.00 | 0.00 | 74.11K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 13.81K | SH | $3.62M 3.25% | 0.00 | 0.00 | 13.81K |
APPLE INCSOLE | COM | 14.18K | SH | $3.60M 3.23% | 0.00 | 0.00 | 14.18K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 46.02K | SH | $3.55M 3.19% | 0.00 | 0.00 | 46.02K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 42.05K | SH | $3.25M 2.92% | 0.00 | 0.00 | 42.05K |
CATERPILLAR INCSOLE | COM | 4.57K | SH | $3.24M 2.91% | 0.00 | 0.00 | 4.57K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 58.89K | SH | $3.18M 2.86% | 0.00 | 0.00 | 58.89K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 9.73K | SH | $2.91M 2.61% | 0.00 | 0.00 | 9.73K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 5.24K | SH | $2.29M 2.06% | 0.00 | 0.00 | 5.24K |
WALMART INCSOLE | COM | 18.11K | SH | $2.25M 2.02% | 0.00 | 0.00 | 18.11K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 27.02K | SH | $2.12M 1.90% | 0.00 | 0.00 | 27.02K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 13.99K | SH | $2.07M 1.86% | 0.00 | 0.00 | 13.99K |
PACCAR INCSOLE | COM | 17.36K | SH | $2.01M 1.80% | 0.00 | 0.00 | 17.36K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 47.67K | SH | $1.88M 1.69% | 0.00 | 0.00 | 47.67K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 8.63K | SH | $1.86M 1.67% | 0.00 | 0.00 | 8.63K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 22.70K | SH | $1.61M 1.45% | 0.00 | 0.00 | 22.70K |
JPMORGAN CHASE & COSOLE | COM | 4.20K | SH | $1.23M 1.11% | 0.00 | 0.00 | 4.20K |
NORFOLK SOUTHN CORPSOLE | COM | 3.97K | SH | $1.14M 1.02% | 0.00 | 0.00 | 3.97K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 22.15K | SH | $1.07M 0.96% | 0.00 | 0.00 | 22.15K |