LUBBOCK, TX
Allocation by class
Portfolio Concentration
Top 3 weight
38.8%
Top 10 weight
69.6%
Voting Authority Distribution
Total shares with voting rights: 7.69M
Full voting authority
7.69M
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 |
|---|---|---|---|---|---|---|---|
DIMENSIONAL US CORE EQUITY MARKET ETFSOLE | ETF | 1.27M | SH | $57.33M 15.79% | 1.27M | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 687.73K | SH | $50.64M 13.95% | 687.73K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 841.80K | SH | $32.80M 9.03% | 841.80K | 0.00 | 0.00 |
VANGUARD TOTAL WORLD BOND ETFSOLE | ETF | 454.66K | SH | $31.08M 8.56% | 454.66K | 0.00 | 0.00 |
VANGUARD TOTAL STK MKTSOLE | ETF | 86.41K | SH | $27.71M 7.63% | 86.41K | 0.00 | 0.00 |
SCHWAB US AGGREGATE BOND ETFSOLE | ETF | 583.91K | SH | $13.56M 3.73% | 583.91K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 237.07K | SH | $10.82M 2.98% | 237.06K | 0.00 | 0.00 |
SCHWAB ETFS- US SMALL-CAP ETFSOLE | ETF | 360.25K | SH | $10.48M 2.89% | 360.25K | 0.00 | 0.00 |
SCHWAB US TIPS ETFSOLE | ETF | 351.22K | SH | $9.35M 2.57% | 351.22K | 0.00 | 0.00 |
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 238.82K | SH | $8.80M 2.42% | 238.82K | 0.00 | 0.00 |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE | ETF | 257.68K | SH | $8.73M 2.40% | 257.68K | 0.00 | 0.00 |
SCH US REIT ETFSOLE | ETF | 354.24K | SH | $7.61M 2.10% | 354.24K | 0.00 | 0.00 |
VANGUARD REIT INDEX ETFSOLE | ETF | 78.54K | SH | $6.97M 1.92% | 78.54K | 0.00 | 0.00 |
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFSOLE | ETF | 110.68K | SH | $4.92M 1.36% | 110.68K | 0.00 | 0.00 |
DIMENSIONAL US CORE EQUITY 1 ETFSOLE | ETF | 65.38K | SH | $4.71M 1.30% | 65.38K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 22.63K | SH | $4.44M 1.22% | 22.63K | 0.00 | 0.00 |
SCHWAB ETFS- US BROAD MARKET ETFSOLE | ETF | 173.55K | SH | $4.36M 1.20% | 173.55K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 109.09K | SH | $4.24M 1.17% | 109.09K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | ETF | 105.39K | SH | $3.74M 1.03% | 105.39K | 0.00 | 0.00 |
ISHARES PREFERRED & INCOME SECURITIES ETFSOLE | ETF | 105.08K | SH | $3.19M 0.88% | 105.08K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETFSOLE | ETF | 60.14K | SH | $2.91M 0.80% | 60.14K | 0.00 | 0.00 |
SCHWAB US LARGE CAP VALUE ETFSOLE | ETF | 84.93K | SH | $2.59M 0.71% | 84.93K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 47.72K | SH | $2.58M 0.71% | 47.72K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFSOLE | ETF | 50.32K | SH | $2.35M 0.65% | 50.32K | 0.00 | 0.00 |
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETFSOLE | ETF | 55.84K | SH | $2.33M 0.64% | 55.84K | 0.00 | 0.00 |