ANNAPOLIS, MD
Allocation by class
Portfolio Concentration
Top 3 weight
17.0%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 4.26M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.26M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 358.36K | SH | $24.02M 7.11% | 0.00 | 0.00 | 358.36K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 63.61K | SH | $16.78M 4.97% | 0.00 | 0.00 | 63.61K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 94.39K | SH | $16.48M 4.88% | 0.00 | 0.00 | 94.39K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 52.38K | SH | $14.83M 4.39% | 0.00 | 0.00 | 52.38K |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 68.43K | SH | $14.14M 4.19% | 0.00 | 0.00 | 68.43K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 81.80K | SH | $13.72M 4.06% | 0.00 | 0.00 | 81.80K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 247.32K | SH | $13.06M 3.87% | 0.00 | 0.00 | 247.32K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 149.87K | SH | $11.90M 3.52% | 0.00 | 0.00 | 149.87K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 200.29K | SH | $10.74M 3.18% | 0.00 | 0.00 | 200.29K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 161.39K | SH | $10.47M 3.10% | 0.00 | 0.00 | 161.39K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 152.32K | SH | $9.84M 2.91% | 0.00 | 0.00 | 152.32K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 44.08K | SH | $8.85M 2.62% | 0.00 | 0.00 | 44.08K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 68.11K | SH | $8.74M 2.59% | 0.00 | 0.00 | 68.11K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 45.09K | SH | $8.08M 2.39% | 0.00 | 0.00 | 45.09K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 142.76K | SH | $7.87M 2.33% | 0.00 | 0.00 | 142.76K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 179.61K | SH | $7.76M 2.30% | 0.00 | 0.00 | 179.61K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 28.98K | SH | $6.88M 2.04% | 0.00 | 0.00 | 28.98K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13K | SH | $6.86M 2.03% | 0.00 | 0.00 | 13K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 126.68K | SH | $6.06M 1.79% | 0.00 | 0.00 | 126.68K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 175.50K | SH | $5.41M 1.60% | 0.00 | 0.00 | 175.50K |
ISHARES TRSOLE | CORE S&P500 ETF | 9.11K | SH | $5.25M 1.56% | 0.00 | 0.00 | 9.11K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 101.31K | SH | $5.06M 1.50% | 0.00 | 0.00 | 101.31K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 126.52K | SH | $5.02M 1.49% | 0.00 | 0.00 | 126.52K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 124.17K | SH | $4.66M 1.38% | 0.00 | 0.00 | 124.17K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 36.63K | SH | $4.61M 1.37% | 0.00 | 0.00 | 36.63K |