LUBBOCK, TX
Allocation by class
Portfolio Concentration
Top 3 weight
34.7%
Top 10 weight
66.0%
Voting Authority Distribution
Total shares with voting rights: 8.11M
Full voting authority
8.11M
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 | 1.18M | SH | $60.74M 14.92% | 1.18M | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 656.47K | SH | $48.19M 11.84% | 656.47K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 784.62K | SH | $32.37M 7.95% | 784.62K | 0.00 | 0.00 |
VANGUARD TOTAL WORLD BOND ETFSOLE | ETF | 469.95K | SH | $32.21M 7.91% | 469.95K | 0.00 | 0.00 |
VANGUARD TOTAL STK MKTSOLE | ETF | 84.58K | SH | $31.30M 7.69% | 84.58K | 0.00 | 0.00 |
DIMENSIONAL US CORE EQUITY 1 ETFSOLE | ETF | 194.12K | SH | $15.91M 3.91% | 194.12K | 0.00 | 0.00 |
SCHWAB US AGGREGATE BOND ETFSOLE | ETF | 578.62K | SH | $13.38M 3.29% | 578.62K | 0.00 | 0.00 |
SCHWAB ETFS- US SMALL-CAP ETFSOLE | ETF | 339.22K | SH | $12.26M 3.01% | 339.21K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 233.91K | SH | $11.79M 2.90% | 233.91K | 0.00 | 0.00 |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE | ETF | 262.71K | SH | $10.56M 2.60% | 262.71K | 0.00 | 0.00 |
SCHWAB US TIPS ETFSOLE | ETF | 344.76K | SH | $9.14M 2.24% | 344.76K | 0.00 | 0.00 |
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 235.14K | SH | $8.70M 2.14% | 235.14K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | ETF | 232.31K | SH | $8.66M 2.13% | 232.31K | 0.00 | 0.00 |
SCH US REIT ETFSOLE | ETF | 347.83K | SH | $8.24M 2.02% | 347.83K | 0.00 | 0.00 |
VANGUARD REIT INDEX ETFSOLE | ETF | 77.52K | SH | $7.48M 1.84% | 77.52K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 120.37K | SH | $5.34M 1.31% | 120.37K | 0.00 | 0.00 |
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFSOLE | ETF | 108.85K | SH | $4.88M 1.20% | 108.85K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 21.32K | SH | $4.65M 1.14% | 21.32K | 0.00 | 0.00 |
SCHWAB ETFS- US BROAD MARKET ETFSOLE | ETF | 157.38K | SH | $4.56M 1.12% | 157.38K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 86.02K | SH | $4.35M 1.07% | 86.02K | 0.00 | 0.00 |
EAGLEROCK LD LLC CL A SHS REP LTDSOLE | Stock | 189.30K | SH | $4.02M 0.99% | 189.30K | 0.00 | 0.00 |
DIMENSIONAL GLOBAL REAL ESTATE ETFSOLE | ETF | 120.64K | SH | $3.49M 0.86% | 120.64K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETFSOLE | ETF | 58.71K | SH | $3.39M 0.83% | 58.71K | 0.00 | 0.00 |
ISHARES PREFERRED & INCOME SECURITIES ETFSOLE | ETF | 108.34K | SH | $3.30M 0.81% | 108.34K | 0.00 | 0.00 |
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETFSOLE | ETF | 77.15K | SH | $3.18M 0.78% | 77.15K | 0.00 | 0.00 |