TUCSON, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
28.4%
Top 10 weight
52.6%
Voting Authority Distribution
Total shares with voting rights: 5.60M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.60M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 785.24K | SH | $34.83M 10.97% | 0.00 | 0.00 | 785.24K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 405.76K | SH | $28.36M 8.93% | 0.00 | 0.00 | 405.76K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 722.46K | SH | $26.92M 8.48% | 0.00 | 0.00 | 722.46K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 544.36K | SH | $22.12M 6.97% | 0.00 | 0.00 | 544.36K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 505.92K | SH | $21.59M 6.80% | 0.00 | 0.00 | 505.92K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 243.86K | SH | $8.98M 2.83% | 0.00 | 0.00 | 243.86K |
SPDR SERIES TRUSTSOLE | ST STR SP600SM C | 68.67K | SH | $7.49M 2.36% | 0.00 | 0.00 | 68.67K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 178.93K | SH | $6.05M 1.91% | 0.00 | 0.00 | 178.93K |
APPLE INCSOLE | COM | 19.97K | SH | $5.78M 1.82% | 0.00 | 0.00 | 19.97K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 166.96K | SH | $4.84M 1.52% | 0.00 | 0.00 | 166.96K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 128.80K | SH | $4.65M 1.47% | 0.00 | 0.00 | 128.80K |
ISHARES TRSOLE | SP SMCP600VL ETF | 31.52K | SH | $4.31M 1.36% | 0.00 | 0.00 | 31.52K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 69.32K | SH | $3.74M 1.18% | 0.00 | 0.00 | 69.32K |
ISHARES TRSOLE | RUS 1000 ETF | 8.96K | SH | $3.67M 1.16% | 0.00 | 0.00 | 8.96K |
ISHARES TRSOLE | CORE DIV GRWTH | 46.38K | SH | $3.52M 1.11% | 0.00 | 0.00 | 46.38K |
ISHARES TRSOLE | CORE MSCI EAFE | 35.53K | SH | $3.43M 1.08% | 0.00 | 0.00 | 35.53K |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 VAL | 29.19K | SH | $3.42M 1.08% | 0.00 | 0.00 | 29.19K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 120.93K | SH | $3.35M 1.05% | 0.00 | 0.00 | 120.93K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $3.00M 0.94% | 0.00 | 0.00 | 4.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 36.15K | SH | $2.98M 0.94% | 0.00 | 0.00 | 36.15K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 29.69K | SH | $2.92M 0.92% | 0.00 | 0.00 | 29.69K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 90.25K | SH | $2.86M 0.90% | 0.00 | 0.00 | 90.25K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 5.30K | SH | $2.77M 0.87% | 0.00 | 0.00 | 5.30K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 11.23K | SH | $2.73M 0.86% | 0.00 | 0.00 | 11.23K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 91.43K | SH | $2.69M 0.85% | 0.00 | 0.00 | 91.43K |