LITTLE ROCK, AR
Allocation by class
Portfolio Concentration
Top 3 weight
41.0%
Top 10 weight
77.2%
Voting Authority Distribution
Total shares with voting rights: 4.60M
Full voting authority
4.60M
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 ETF TRUSTSOLE | US CORE EQUITY 2 | 1.38M | SH | $53.71M 20.05% | 1.38M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 57.46K | SH | $34.34M 12.82% | 57.46K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 337.88K | SH | $21.65M 8.08% | 337.88K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 57.55K | SH | $18.46M 6.89% | 57.55K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 457.75K | SH | $16.26M 6.07% | 457.75K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL WLD BD ETF | 219.72K | SH | $15.02M 5.61% | 219.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 69.67K | SH | $14.34M 5.35% | 69.67K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 351.63K | SH | $12.93M 4.83% | 351.63K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 148.52K | SH | $11.45M 4.28% | 148.52K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 161.11K | SH | $8.71M 3.25% | 161.11K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 117.87K | SH | $6.36M 2.38% | 117.87K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 131.13K | SH | $5.54M 2.07% | 131.13K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 152.63K | SH | $4.92M 1.84% | 152.63K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 46.62K | SH | $2.91M 1.09% | 46.62K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | DEFINED WLT SHLD | 83.05K | SH | $2.78M 1.04% | 83.05K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 35.93K | SH | $2.55M 0.95% | 35.93K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MRKTETS | 39.10K | SH | $2.54M 0.95% | 39.10K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 74.58K | SH | $2.53M 0.95% | 74.58K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 47.52K | SH | $2.37M 0.88% | 47.52K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 99.66K | SH | $2.36M 0.88% | 99.66K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 46.46K | SH | $2.22M 0.83% | 46.46K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 38.93K | SH | $2.05M 0.77% | 38.93K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 38.89K | SH | $1.97M 0.74% | 38.89K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 53.09K | SH | $1.79M 0.67% | 53.09K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 51.29K | SH | $1.77M 0.66% | 51.29K | 0.00 | 0.00 |