WALLA WALLA, WA
Allocation by class
Portfolio Concentration
Top 3 weight
56.7%
Top 10 weight
79.7%
Voting Authority Distribution
Total shares with voting rights: 6.78M
Full voting authority
6.77M
shares
Joint voting authority
0.00
shares
No voting authority
7.77K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DFA U.S. Core Equity 2 ETFSOLE | Com | 1.81M | SH | $70.35M 21.14% | 1.81M | 0.00 | 0.00 |
DFA World Ex-U.S. Core Equity 2 ETFSOLE | Com | 1.76M | SH | $59.86M 17.98% | 1.76M | 0.00 | 0.00 |
Vanguard Muni Bond Tax ExemptSOLE | Com | 1.17M | SH | $58.48M 17.57% | 1.17M | 0.00 | 3.28K |
DFA U.S. Marketwide Value ETFSOLE | Com | 442.15K | SH | $21.43M 6.44% | 442.15K | 0.00 | 0.00 |
Fidelity Total Bond ETFSOLE | Com | 410.18K | SH | $18.71M 5.62% | 405.69K | 0.00 | 4.49K |
DFA International Value ETFSOLE | Com | 206.48K | SH | $10.90M 3.27% | 206.48K | 0.00 | 0.00 |
DFA Intl Core Equity ETFSOLE | Com | 196.54K | SH | $7.66M 2.30% | 196.54K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 20.51K | SH | $7.59M 2.28% | 20.51K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | Com | 8.26K | SH | $5.37M 1.61% | 8.26K | 0.00 | 0.00 |
Apple IncSOLE | Com | 18.95K | SH | $4.81M 1.45% | 18.95K | 0.00 | 0.00 |
Paccar IncSOLE | Com | 36.51K | SH | $4.22M 1.27% | 36.51K | 0.00 | 0.00 |
Vanguard Interm Term Treasury ETFSOLE | Com | 62.30K | SH | $3.71M 1.11% | 62.30K | 0.00 | 0.00 |
Alpha Architect Intl Quantitative MomentumSOLE | Com | 90.82K | SH | $3.62M 1.09% | 90.82K | 0.00 | 0.00 |
DFA Emerging Mkts Core Equity ETFSOLE | Com | 102.58K | SH | $3.47M 1.04% | 102.58K | 0.00 | 0.00 |
DFA U.S. Small Cap ETFSOLE | Com | 35.79K | SH | $2.55M 0.76% | 35.79K | 0.00 | 0.00 |
Vanguard S&P 500SOLE | Com | 3.80K | SH | $2.27M 0.68% | 3.80K | 0.00 | 0.00 |
iShares MSCI USA Momentum Factor ETFSOLE | Com | 9.17K | SH | $2.20M 0.66% | 9.17K | 0.00 | 0.00 |
Vanguard Developed Markets Index ETFSOLE | Com | 25.89K | SH | $1.66M 0.50% | 25.89K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 6.72K | SH | $1.64M 0.49% | 6.72K | 0.00 | 0.00 |
Vanguard Value ETFSOLE | Com | 7.55K | SH | $1.48M 0.44% | 7.55K | 0.00 | 0.00 |
Berkshire Hathaway Class ASOLE | Com | 2.00 | SH | $1.44M 0.43% | 2.00 | 0.00 | 0.00 |
Alpha Architect US Quantitative Value ETFSOLE | Com | 25.01K | SH | $1.30M 0.39% | 25.01K | 0.00 | 0.00 |
Deere & CompanySOLE | Com | 2.20K | SH | $1.24M 0.37% | 2.20K | 0.00 | 0.00 |
Vanguard Russell 1000 Growth Index FundSOLE | Com | 11.25K | SH | $1.23M 0.37% | 11.25K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | Com | 7.27K | SH | $1.23M 0.37% | 7.27K | 0.00 | 0.00 |