URBANDALE, IA
Allocation by class
Portfolio Concentration
Top 3 weight
31.0%
Top 10 weight
64.6%
Voting Authority Distribution
Total shares with voting rights: 3.77M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.77M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | Exchange Traded Fund | 505.02K | SH | $19.48M 11.46% | 0.00 | 0.00 | 505.02K |
DIMENSIONAL ETF TRUSTSOLE | Exchange Traded Fund | 436.10K | SH | $18.65M 10.98% | 0.00 | 0.00 | 436.10K |
DIMENSIONAL ETF TRUSTSOLE | Exchange Traded Fund | 318.64K | SH | $14.58M 8.58% | 0.00 | 0.00 | 318.64K |
DIMENSIONAL ETF TRUSTSOLE | Exchange Traded Fund | 376.61K | SH | $11.82M 6.96% | 0.00 | 0.00 | 376.61K |
DIMENSIONAL ETF TRUSTSOLE | Exchange Traded Fund | 135.49K | SH | $9.81M 5.78% | 0.00 | 0.00 | 135.49K |
DIMENSIONAL ETF TRUSTSOLE | Exchange Traded Fund | 263.87K | SH | $9.59M 5.65% | 0.00 | 0.00 | 263.87K |
DIMENSIONAL ETF TRUSTSOLE | Exchange Traded Fund | 247.42K | SH | $9.35M 5.50% | 0.00 | 0.00 | 247.42K |
DIMENSIONAL ETF TRUSTSOLE | Exchange Traded Fund | 189.61K | SH | $5.98M 3.52% | 0.00 | 0.00 | 189.61K |
DIMENSIONAL ETF TRUSTSOLE | Exchange Traded Fund | 101.05K | SH | $5.45M 3.21% | 0.00 | 0.00 | 101.05K |
DIMENSIONAL ETF TRUSTSOLE | Exchange Traded Fund | 104.63K | SH | $5.04M 2.97% | 0.00 | 0.00 | 104.63K |
DIMENSIONAL ETF TRUSTSOLE | Exchange Traded Fund | 138.20K | SH | $4.20M 2.47% | 0.00 | 0.00 | 138.20K |
SPDR SERIES TRUSTSOLE | Exchange Traded Fund | 113.71K | SH | $2.72M 1.60% | 0.00 | 0.00 | 113.71K |
VANGUARD INDEX FDSSOLE | Exchange Traded Fund | 5.37K | SH | $2.57M 1.52% | 0.00 | 0.00 | 5.37K |
DIMENSIONAL ETF TRUSTSOLE | Exchange Traded Fund | 58.44K | SH | $2.47M 1.45% | 0.00 | 0.00 | 58.44K |
TRACTOR SUPPLY COSOLE | Common / Ordinary Stock | 38.06K | SH | $2.16M 1.27% | 0.00 | 0.00 | 38.06K |
APPLE INCSOLE | Common / Ordinary Stock | 6.78K | SH | $1.73M 1.02% | 0.00 | 0.00 | 6.78K |
SCHWAB STRATEGIC TRSOLE | Exchange Traded Fund | 54.95K | SH | $1.60M 0.94% | 0.00 | 0.00 | 54.95K |
ISHARES TRSOLE | Exchange Traded Fund | 16.53K | SH | $1.44M 0.85% | 0.00 | 0.00 | 16.53K |
VANGUARD INDEX FDSSOLE | Exchange Traded Fund | 7.49K | SH | $1.40M 0.82% | 0.00 | 0.00 | 7.49K |
VANECK ETF TRUSTSOLE | Exchange Traded Fund | 53.94K | SH | $1.38M 0.81% | 0.00 | 0.00 | 53.94K |
VANGUARD WHITEHALL FDSSOLE | Exchange Traded Fund | 19.52K | SH | $1.31M 0.77% | 0.00 | 0.00 | 19.52K |
MICROSOFT CORPSOLE | Common / Ordinary Stock | 2.36K | SH | $1.22M 0.72% | 0.00 | 0.00 | 2.36K |
ISHARES TRSOLE | Exchange Traded Fund | 13.90K | SH | $1.11M 0.66% | 0.00 | 0.00 | 13.90K |
SCHWAB STRATEGIC TRSOLE | Exchange Traded Fund | 34.50K | SH | $1.10M 0.65% | 0.00 | 0.00 | 34.50K |
SEI EXCHANGE TRADED FUNDSSOLE | Exchange Traded Fund | 35.41K | SH | $1.08M 0.64% | 0.00 | 0.00 | 35.41K |