WEST HARTFORD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
17.6%
Top 10 weight
33.5%
Voting Authority Distribution
Total shares with voting rights: 112.79M
Full voting authority
9.97K
shares
Joint voting authority
0.00
shares
No voting authority
112.78M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 16.11M | SH | $713.38M 10.08% | 2.12K | 0.00 | 16.11M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 743.14K | SH | $274.67M 3.88% | 0.00 | 0.00 | 743.14K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 5.42M | SH | $258.52M 3.65% | 0.00 | 0.00 | 5.42M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 4.67M | SH | $196.08M 2.77% | 0.00 | 0.00 | 4.67M |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 2.20M | SH | $179.89M 2.54% | 0.00 | 0.00 | 2.20M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 4.77M | SH | $179.27M 2.53% | 0.00 | 0.00 | 4.77M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 4.12M | SH | $171.12M 2.42% | 865.00 | 0.00 | 4.12M |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 2.08M | SH | $144.09M 2.03% | 3.82K | 0.00 | 2.07M |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.82M | SH | $132.66M 1.87% | 0.00 | 0.00 | 1.82M |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 1.58M | SH | $122.65M 1.73% | 0.00 | 0.00 | 1.58M |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 359.51K | SH | $121.77M 1.72% | 0.00 | 0.00 | 359.51K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.72M | SH | $121.58M 1.72% | 0.00 | 0.00 | 1.72M |
DIMENSIONAL ETF TRUSTSOLE | INTL COR FIX ETF | 2.26M | SH | $120.32M 1.70% | 0.00 | 0.00 | 2.26M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 2.01M | SH | $118.39M 1.67% | 29.00 | 0.00 | 2.01M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 2.13M | SH | $110.16M 1.56% | 0.00 | 0.00 | 2.13M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 1.94M | SH | $107.37M 1.52% | 0.00 | 0.00 | 1.94M |
APPLE INCSOLE | COM | 341.16K | SH | $105.98M 1.50% | 0.00 | 0.00 | 341.16K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 997.15K | SH | $92.33M 1.30% | 19.00 | 0.00 | 997.13K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 1.59M | SH | $76.81M 1.08% | 0.00 | 0.00 | 1.59M |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 828.61K | SH | $74.36M 1.05% | 0.00 | 0.00 | 828.61K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 2.10M | SH | $71.56M 1.01% | 294.00 | 0.00 | 2.10M |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 1.67M | SH | $65.30M 0.92% | 0.00 | 0.00 | 1.67M |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 85K | SH | $63.56M 0.90% | 0.00 | 0.00 | 85K |
ISHARES TRSOLE | CORE UNIVRSL USD | 1.38M | SH | $63.32M 0.89% | 0.00 | 0.00 | 1.38M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 90.75K | SH | $62.35M 0.88% | 13.00 | 0.00 | 90.74K |