DALLAS, TX
Allocation by class
Portfolio Concentration
Top 3 weight
18.9%
Top 10 weight
40.2%
Voting Authority Distribution
Total shares with voting rights: 5.59M
Full voting authority
5.59M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 51.73K | SH | $38.74M 9.94% | 51.73K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 327.90K | SH | $17.71M 4.54% | 327.90K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 137.17K | SH | $17.11M 4.39% | 137.17K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 250.83K | SH | $17.06M 4.38% | 250.83K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE UNIVRSL USD | 290.35K | SH | $13.40M 3.44% | 290.35K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 122K | SH | $12.57M 3.23% | 122K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 81.59K | SH | $11.22M 2.88% | 81.59K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 148.71K | SH | $9.76M 2.50% | 148.71K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | US VALUE FACTR | 164.39K | SH | $9.64M 2.47% | 164.39K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA IN CTRY ETF | 262.20K | SH | $9.60M 2.46% | 262.20K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 42.05K | SH | $9.55M 2.45% | 42.05K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 112.95K | SH | $9.36M 2.40% | 112.95K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 58.75K | SH | $9.28M 2.38% | 58.75K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA I IN TE ETF | 173.01K | SH | $9.12M 2.34% | 173.01K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 103.45K | SH | $9.09M 2.33% | 103.45K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 95K | SH | $7.09M 1.82% | 95K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 69.92K | SH | $6.87M 1.76% | 69.92K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 57.95K | SH | $6.79M 1.74% | 57.95K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 66.18K | SH | $6.01M 1.54% | 66.18K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 76.17K | SH | $5.99M 1.54% | 76.17K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHA FLEX IN ETF | 111.91K | SH | $5.87M 1.51% | 111.91K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 51.55K | SH | $5.55M 1.42% | 51.55K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 25.01K | SH | $5.49M 1.41% | 25.01K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 54.44K | SH | $5.25M 1.35% | 54.44K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US MIDCAP DIVID | 88.47K | SH | $5.00M 1.28% | 88.47K | 0.00 | 0.00 |