SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
55.7%
Top 10 weight
85.5%
Voting Authority Distribution
Total shares with voting rights: 4.32M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.32M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 1.38M | SH | $56.67M 24.57% | 0.00 | 0.00 | 1.38M |
DIMENSIONAL ETF TRUSTSOLE | CALIF MUN BD ETF | 787.34K | SH | $39.25M 17.02% | 0.00 | 0.00 | 787.34K |
NVIDIA CORPORATIONSOLE | COM | 186.63K | SH | $32.55M 14.11% | 0.00 | 0.00 | 186.63K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 389.98K | SH | $16.54M 7.17% | 0.00 | 0.00 | 389.98K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 328.65K | SH | $13.92M 6.04% | 0.00 | 0.00 | 328.65K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 192.88K | SH | $9.24M 4.01% | 0.00 | 0.00 | 192.88K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 165.21K | SH | $8.55M 3.71% | 0.00 | 0.00 | 165.21K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 138.18K | SH | $8.16M 3.54% | 0.00 | 0.00 | 138.18K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 163.97K | SH | $6.92M 3.00% | 0.00 | 0.00 | 163.97K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 101.81K | SH | $5.37M 2.33% | 0.00 | 0.00 | 101.81K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 186.75K | SH | $4.42M 1.91% | 0.00 | 0.00 | 186.75K |
JOHNSON & JOHNSONSOLE | COM | 10.45K | SH | $2.56M 1.11% | 0.00 | 0.00 | 10.45K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 24.48K | SH | $1.74M 0.75% | 0.00 | 0.00 | 24.48K |
APPLE INCSOLE | COM | 5.58K | SH | $1.42M 0.61% | 0.00 | 0.00 | 5.58K |
S&P GLOBAL INCSOLE | COM | 3.03K | SH | $1.29M 0.56% | 0.00 | 0.00 | 3.03K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 50.77K | SH | $1.26M 0.54% | 0.00 | 0.00 | 50.77K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.08K | SH | $1.24M 0.54% | 0.00 | 0.00 | 2.08K |
META PLATFORMS INCSOLE | CL A | 2.05K | SH | $1.18M 0.51% | 0.00 | 0.00 | 2.05K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.65K | SH | $1.17M 0.51% | 0.00 | 0.00 | 3.65K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 29.39K | SH | $1.14M 0.50% | 0.00 | 0.00 | 29.39K |
AON PLCSOLE | SHS CL A | 3.07K | SH | $990.9K 0.43% | 0.00 | 0.00 | 3.07K |
ISHARES TRSOLE | ESG OPTIMIZED | 7.26K | SH | $959.7K 0.42% | 0.00 | 0.00 | 7.26K |
ROYAL BK CDASOLE | COM | 5.41K | SH | $875.6K 0.38% | 0.00 | 0.00 | 5.41K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.38K | SH | $658.9K 0.29% | 0.00 | 0.00 | 1.38K |
MICROSOFT CORPSOLE | COM | 1.78K | SH | $657.3K 0.28% | 0.00 | 0.00 | 1.78K |