VESTAVIA, AL
Allocation by class
Portfolio Concentration
Top 3 weight
32.6%
Top 10 weight
56.4%
Voting Authority Distribution
Total shares with voting rights: 2.29M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.29M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 526.07K | SH | $23.34M 16.95% | 0.00 | 0.00 | 526.07K |
AFLAC INCSOLE | COM | 106.64K | SH | $12.50M 9.08% | 0.00 | 0.00 | 106.64K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 214.29K | SH | $9.05M 6.57% | 0.00 | 0.00 | 214.29K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 59.93K | SH | $7.68M 5.57% | 0.00 | 0.00 | 59.93K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 151.30K | SH | $7.22M 5.25% | 0.00 | 0.00 | 151.30K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 115.42K | SH | $4.30M 3.12% | 0.00 | 0.00 | 115.42K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 93.29K | SH | $3.85M 2.79% | 0.00 | 0.00 | 93.29K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 38.26K | SH | $3.41M 2.48% | 0.00 | 0.00 | 38.26K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 33.04K | SH | $3.38M 2.45% | 0.00 | 0.00 | 33.04K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 57.99K | SH | $2.89M 2.10% | 0.00 | 0.00 | 57.99K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 67.79K | SH | $2.81M 2.04% | 0.00 | 0.00 | 67.79K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 64.08K | SH | $2.67M 1.94% | 0.00 | 0.00 | 64.08K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.14K | SH | $2.57M 1.87% | 0.00 | 0.00 | 5.14K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 51.10K | SH | $2.57M 1.86% | 0.00 | 0.00 | 51.10K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 60.76K | SH | $2.36M 1.71% | 0.00 | 0.00 | 60.76K |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 46.44K | SH | $2.16M 1.57% | 0.00 | 0.00 | 46.44K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 49.94K | SH | $2.01M 1.46% | 0.00 | 0.00 | 49.94K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 15.53K | SH | $1.94M 1.41% | 0.00 | 0.00 | 15.53K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 46.28K | SH | $1.88M 1.37% | 0.00 | 0.00 | 46.28K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 19.48K | SH | $1.78M 1.29% | 0.00 | 0.00 | 19.48K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 17.32K | SH | $1.74M 1.27% | 0.00 | 0.00 | 17.32K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 17.49K | SH | $1.69M 1.23% | 0.00 | 0.00 | 17.49K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.03K | SH | $1.52M 1.10% | 0.00 | 0.00 | 2.03K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 5.53K | SH | $1.31M 0.95% | 0.00 | 0.00 | 5.53K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 5.75K | SH | $1.25M 0.91% | 0.00 | 0.00 | 5.75K |