VESTAVIA, AL
Allocation by class
Portfolio Concentration
Top 3 weight
49.1%
Top 10 weight
93.8%
Voting Authority Distribution
Total shares with voting rights: 5.02M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.02M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 699K | SH | $77.7K 24.36% | 0.00 | 0.00 | 699K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL US | 788.88K | SH | $46.8K 14.67% | 0.00 | 0.00 | 788.88K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 773.31K | SH | $32.1K 10.07% | 0.00 | 0.00 | 773.31K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 751.10K | SH | $31.7K 9.94% | 0.00 | 0.00 | 751.10K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 341.19K | SH | $28.9K 9.07% | 0.00 | 0.00 | 341.19K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 343.08K | SH | $26.5K 8.32% | 0.00 | 0.00 | 343.08K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 587.68K | SH | $20.3K 6.36% | 0.00 | 0.00 | 587.68K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTL | 264.42K | SH | $17.9K 5.60% | 0.00 | 0.00 | 264.42K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 146.80K | SH | $13.0K 4.08% | 0.00 | 0.00 | 146.80K |
ISHARES TRSOLE | ULTRA SHORT DUR | 82.36K | SH | $4.2K 1.31% | 0.00 | 0.00 | 82.36K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 82.82K | SH | $3.7K 1.17% | 0.00 | 0.00 | 82.82K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.62K | SH | $2.4K 0.74% | 0.00 | 0.00 | 3.62K |
AMERICAN CENTY ETF TRSOLE | AVANTIS TOTAL EQ | 26.97K | SH | $1.3K 0.40% | 0.00 | 0.00 | 26.97K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 15.97K | SH | $1.2K 0.38% | 0.00 | 0.00 | 15.97K |
ISHARES TRSOLE | HDG MSCI EAFE | 26.75K | SH | $1.1K 0.36% | 0.00 | 0.00 | 26.75K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 11.14K | SH | $897.00 0.28% | 0.00 | 0.00 | 11.14K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 12.80K | SH | $799.00 0.25% | 0.00 | 0.00 | 12.80K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 3.62K | SH | $745.00 0.23% | 0.00 | 0.00 | 3.62K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 4.83K | SH | $667.00 0.21% | 0.00 | 0.00 | 4.83K |
SOUTHERN COSOLE | COM | 6.66K | SH | $642.00 0.20% | 0.00 | 0.00 | 6.66K |
SERVISFIRST BANCSHARES INCSOLE | COM | 7.76K | SH | $565.00 0.18% | 0.00 | 0.00 | 7.76K |
APPLE INCSOLE | COM | 2.13K | SH | $540.00 0.17% | 0.00 | 0.00 | 2.13K |
DEERE & COSOLE | COM | 937.00 | SH | $527.00 0.17% | 0.00 | 0.00 | 937.00 |
EMERSON ELEC COSOLE | COM | 3.64K | SH | $476.00 0.15% | 0.00 | 0.00 | 3.64K |
NVIDIA CORPORATIONSOLE | COM | 2.70K | SH | $471.00 0.15% | 0.00 | 0.00 | 2.70K |