WEST HARTFORD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
17.4%
Top 10 weight
33.5%
Voting Authority Distribution
Total shares with voting rights: 107.68M
Full voting authority
5.70K
shares
Joint voting authority
0.00
shares
No voting authority
107.68M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 15.72M | SH | $661.85M 9.82% | 0.00 | 0.00 | 15.72M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 730.03K | SH | $255.90M 3.80% | 0.00 | 0.00 | 730.03K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 5.25M | SH | $252.93M 3.75% | 0.00 | 0.00 | 5.25M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 4.41M | SH | $188.20M 2.79% | 0.00 | 0.00 | 4.41M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 4.55M | SH | $172.90M 2.57% | 0.00 | 0.00 | 4.55M |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 2.18M | SH | $168.80M 2.51% | 0.00 | 0.00 | 2.18M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 3.89M | SH | $153.34M 2.28% | 0.00 | 0.00 | 3.89M |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 2.13M | SH | $141.26M 2.10% | 3.67K | 0.00 | 2.13M |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.80M | SH | $133.04M 1.97% | 0.00 | 0.00 | 1.80M |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 1.66M | SH | $130.11M 1.93% | 0.00 | 0.00 | 1.66M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.74M | SH | $121.19M 1.80% | 0.00 | 0.00 | 1.74M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.96M | SH | $115.96M 1.72% | 29.00 | 0.00 | 1.96M |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 2.13M | SH | $113.17M 1.68% | 0.00 | 0.00 | 2.13M |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 330.60K | SH | $106.38M 1.58% | 0.00 | 0.00 | 330.60K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 2.15M | SH | $105.76M 1.57% | 0.00 | 0.00 | 2.15M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 1.90M | SH | $105.31M 1.56% | 0.00 | 0.00 | 1.90M |
APPLE INCSOLE | COM | 329.56K | SH | $89.06M 1.32% | 0.00 | 0.00 | 329.56K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 960.15K | SH | $86.33M 1.28% | 19.00 | 0.00 | 960.13K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 757.25K | SH | $68.97M 1.02% | 0.00 | 0.00 | 757.25K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 2M | SH | $68.60M 1.02% | 0.00 | 0.00 | 2M |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 1.66M | SH | $63.98M 0.95% | 0.00 | 0.00 | 1.66M |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 1.32M | SH | $63.90M 0.95% | 0.00 | 0.00 | 1.32M |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 87.65K | SH | $62.24M 0.92% | 0.00 | 0.00 | 87.65K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.61M | SH | $59.58M 0.88% | 0.00 | 0.00 | 1.61M |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 217.34K | SH | $56.37M 0.84% | 0.00 | 0.00 | 217.34K |