AUSTIN, TX
Allocation by class
Portfolio Concentration
Top 3 weight
26.1%
Top 10 weight
53.5%
Voting Authority Distribution
Total shares with voting rights: 2.28M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.28M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 42.74K | SH | $13.71M 9.64% | 0.00 | 0.00 | 42.74K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 185.39K | SH | $11.88M 8.35% | 0.00 | 0.00 | 185.39K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 330.58K | SH | $11.58M 8.14% | 0.00 | 0.00 | 330.58K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 86.32K | SH | $6.96M 4.89% | 0.00 | 0.00 | 86.32K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 127.97K | SH | $6.68M 4.70% | 0.00 | 0.00 | 127.97K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 58.74K | SH | $5.87M 4.12% | 0.00 | 0.00 | 58.74K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 132.70K | SH | $5.23M 3.68% | 0.00 | 0.00 | 132.70K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 69.98K | SH | $4.96M 3.49% | 0.00 | 0.00 | 69.98K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 137.47K | SH | $4.75M 3.34% | 0.00 | 0.00 | 137.47K |
ISHARES TRSOLE | NATIONAL MUN ETF | 42.72K | SH | $4.53M 3.19% | 0.00 | 0.00 | 42.72K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 48.90K | SH | $4.05M 2.84% | 0.00 | 0.00 | 48.90K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 136.66K | SH | $3.92M 2.75% | 0.00 | 0.00 | 136.66K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 35.17K | SH | $3.89M 2.73% | 0.00 | 0.00 | 35.17K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 107.92K | SH | $3.83M 2.70% | 0.00 | 0.00 | 107.92K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 73.71K | SH | $3.54M 2.49% | 0.00 | 0.00 | 73.71K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 39.40K | SH | $3.12M 2.20% | 0.00 | 0.00 | 39.40K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 61.32K | SH | $3.06M 2.15% | 0.00 | 0.00 | 61.32K |
APPLE INCSOLE | COM | 11.56K | SH | $2.93M 2.06% | 0.00 | 0.00 | 11.56K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 40.61K | SH | $2.54M 1.78% | 0.00 | 0.00 | 40.61K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 6.48K | SH | $2.40M 1.69% | 0.00 | 0.00 | 6.48K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 21.56K | SH | $2.30M 1.61% | 0.00 | 0.00 | 21.56K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 85.08K | SH | $2.26M 1.59% | 0.00 | 0.00 | 85.08K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 36.92K | SH | $2.00M 1.40% | 0.00 | 0.00 | 36.92K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 19.45K | SH | $1.65M 1.16% | 0.00 | 0.00 | 19.45K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 13.53K | SH | $1.50M 1.06% | 0.00 | 0.00 | 13.53K |