AUSTIN, TX
Allocation by class
Portfolio Concentration
Top 3 weight
26.8%
Top 10 weight
53.9%
Voting Authority Distribution
Total shares with voting rights: 2.39M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.39M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 42.68K | SH | $15.79M 9.84% | 0.00 | 0.00 | 42.68K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 361.78K | SH | $14.03M 8.74% | 0.00 | 0.00 | 361.78K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 184.17K | SH | $13.12M 8.17% | 0.00 | 0.00 | 184.17K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 91.43K | SH | $8.82M 5.49% | 0.00 | 0.00 | 91.43K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 133.89K | SH | $7.04M 4.39% | 0.00 | 0.00 | 133.89K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 60.14K | SH | $6.20M 3.86% | 0.00 | 0.00 | 60.14K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 73.19K | SH | $6.00M 3.74% | 0.00 | 0.00 | 73.19K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 137.05K | SH | $5.57M 3.47% | 0.00 | 0.00 | 137.05K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 134K | SH | $5.38M 3.35% | 0.00 | 0.00 | 134K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 56.12K | SH | $4.64M 2.89% | 0.00 | 0.00 | 56.12K |
ISHARES TRSOLE | NATIONAL MUN ETF | 42.68K | SH | $4.59M 2.86% | 0.00 | 0.00 | 42.68K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 35.82K | SH | $4.47M 2.78% | 0.00 | 0.00 | 35.82K |
SPDR SERIES TRUSTSOLE | ST INTER ETF | 157.33K | SH | $4.47M 2.78% | 0.00 | 0.00 | 157.33K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 112.31K | SH | $4.18M 2.61% | 0.00 | 0.00 | 112.31K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 76.53K | SH | $3.71M 2.31% | 0.00 | 0.00 | 76.53K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 42.81K | SH | $3.38M 2.11% | 0.00 | 0.00 | 42.81K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 64.57K | SH | $3.24M 2.02% | 0.00 | 0.00 | 64.57K |
APPLE INCSOLE | COM | 10.54K | SH | $3.05M 1.90% | 0.00 | 0.00 | 10.54K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 42.15K | SH | $2.95M 1.84% | 0.00 | 0.00 | 42.15K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 6.76K | SH | $2.88M 1.80% | 0.00 | 0.00 | 6.76K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 86.17K | SH | $2.50M 1.55% | 0.00 | 0.00 | 86.17K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 23.38K | SH | $2.49M 1.55% | 0.00 | 0.00 | 23.38K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 36.27K | SH | $2.16M 1.35% | 0.00 | 0.00 | 36.27K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 21.67K | SH | $1.93M 1.20% | 0.00 | 0.00 | 21.67K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 14.74K | SH | $1.89M 1.18% | 0.00 | 0.00 | 14.74K |