MILL VALLEY, CA
Allocation by class
Portfolio Concentration
Top 3 weight
65.5%
Top 10 weight
94.7%
Voting Authority Distribution
Total shares with voting rights: 1.09M
Full voting authority
1.09M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 233.76K | SH | $33.29M 36.16% | 233.76K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 185.52K | SH | $15.50M 16.84% | 185.52K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 193.16K | SH | $11.50M 12.49% | 193.16K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 118.23K | SH | $8.25M 8.96% | 118.23K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 103.35K | SH | $5.16M 5.61% | 103.35K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 94.47K | SH | $4.52M 4.91% | 94.47K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 37.26K | SH | $2.92M 3.17% | 37.26K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.31K | SH | $2.49M 2.70% | 4.31K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 34.98K | SH | $1.85M 2.01% | 34.98K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 20.51K | SH | $1.74M 1.89% | 20.51K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 24.39K | SH | $1.52M 1.65% | 24.39K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 14.29K | SH | $1.43M 1.55% | 14.29K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.09K | SH | $524.7K 0.57% | 1.09K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 9.17K | SH | $444.2K 0.48% | 9.17K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 3.55K | SH | $251.7K 0.27% | 3.55K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 3.49K | SH | $248.1K 0.27% | 3.49K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 5.81K | SH | $223.1K 0.24% | 5.81K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 482.00 | SH | $205.5K 0.22% | 482.00 | 0.00 | 0.00 |