SALT LAKE CITY, UT
Allocation by class
Portfolio Concentration
Top 3 weight
63.1%
Top 10 weight
88.4%
Voting Authority Distribution
Total shares with voting rights: 7.99M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 3.42M | SH | $154.24M 40.53% | 0.00 | 0.00 | 3.42M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.22M | SH | $47.52M 12.49% | 0.00 | 0.00 | 1.22M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 485.99K | SH | $38.42M 10.10% | 0.00 | 0.00 | 485.99K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 1.09M | SH | $37.03M 9.73% | 0.00 | 0.00 | 1.09M |
ISHARES TRSOLE | CORE US AGGBD ET | 143.13K | SH | $14.21M 3.73% | 0.00 | 0.00 | 143.13K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 272.77K | SH | $12.45M 3.27% | 0.00 | 0.00 | 272.77K |
ISHARES TRSOLE | NATIONAL MUN ETF | 103.93K | SH | $11.03M 2.90% | 0.00 | 0.00 | 103.93K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 202.21K | SH | $9.49M 2.49% | 0.00 | 0.00 | 202.21K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 186.18K | SH | $6.24M 1.64% | 0.00 | 0.00 | 186.18K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 228.14K | SH | $5.93M 1.56% | 0.00 | 0.00 | 228.14K |
ISHARES TRSOLE | TRS FLT RT BD | 111.81K | SH | $5.66M 1.49% | 0.00 | 0.00 | 111.81K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 13.40K | SH | $4.97M 1.31% | 0.00 | 0.00 | 13.40K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 74.10K | SH | $3.36M 0.88% | 0.00 | 0.00 | 74.10K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 102.62K | SH | $2.63M 0.69% | 0.00 | 0.00 | 102.62K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 38.38K | SH | $2.46M 0.65% | 0.00 | 0.00 | 38.38K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 57.17K | SH | $2.22M 0.58% | 0.00 | 0.00 | 57.17K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.58K | SH | $2.11M 0.55% | 0.00 | 0.00 | 6.58K |
NVIDIA CORPORATIONSOLE | COM | 9.06K | SH | $1.58M 0.42% | 0.00 | 0.00 | 9.06K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 13.96K | SH | $1.53M 0.40% | 0.00 | 0.00 | 13.96K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 16.60K | SH | $1.47M 0.39% | 0.00 | 0.00 | 16.60K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 28.43K | SH | $1.36M 0.36% | 0.00 | 0.00 | 28.43K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 35.80K | SH | $1.22M 0.32% | 0.00 | 0.00 | 35.80K |
APPLE INCSOLE | COM | 4.70K | SH | $1.19M 0.31% | 0.00 | 0.00 | 4.70K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.57K | SH | $938.8K 0.25% | 0.00 | 0.00 | 1.57K |
VANECK ETF TRUSTSOLE | INTRMDT MUNI ETF | 19.31K | SH | $896.7K 0.24% | 0.00 | 0.00 | 19.31K |