SAN JOSE, CA
Allocation by class
Portfolio Concentration
Top 3 weight
43.4%
Top 10 weight
80.3%
Voting Authority Distribution
Total shares with voting rights: 9.71M
Full voting authority
9.71M
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 |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.83M | SH | $109.99M 21.58% | 2.83M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.82M | SH | $61.90M 12.14% | 1.82M | 0.00 | 0.00 |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 655.11K | SH | $49.56M 9.72% | 655.11K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 175.21K | SH | $44.47M 8.72% | 175.21K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 481.99K | SH | $37.20M 7.30% | 481.99K | 0.00 | 0.00 |
RBB FUND TRUSTSOLE | LONGVIEW ADVANTG | 582.58K | SH | $33.71M 6.61% | 582.58K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 285.66K | SH | $22.40M 4.39% | 285.66K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 163.76K | SH | $18.09M 3.55% | 163.76K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 579.57K | SH | $17.09M 3.35% | 579.57K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 339.28K | SH | $14.94M 2.93% | 339.28K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 240.56K | SH | $10.23M 2.01% | 240.56K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 109.10K | SH | $8.79M 1.72% | 109.10K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 213.46K | SH | $8.58M 1.68% | 213.46K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 165.84K | SH | $6.54M 1.28% | 165.84K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 164.99K | SH | $5.32M 1.04% | 164.99K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 59.87K | SH | $4.95M 0.97% | 59.87K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 128.95K | SH | $4.74M 0.93% | 128.95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 16.06K | SH | $4.61M 0.90% | 16.06K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 127.77K | SH | $4.41M 0.87% | 127.77K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 96.61K | SH | $3.39M 0.66% | 96.61K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 55.18K | SH | $2.27M 0.44% | 55.18K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 18.32K | SH | $2.17M 0.43% | 18.32K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 8.51K | SH | $2.08M 0.41% | 8.51K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.41K | SH | $1.99M 0.39% | 11.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.97K | SH | $1.77M 0.35% | 2.97K | 0.00 | 0.00 |