NORWALK, IA
Allocation by class
Portfolio Concentration
Top 3 weight
11.1%
Top 10 weight
29.5%
Voting Authority Distribution
Total shares with voting rights: 5.01M
Full voting authority
5.01M
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 |
|---|---|---|---|---|---|---|---|
Apple Inc Ordinary SharesSOLE | COM | 57.70K | SH | $16.70M 3.83% | 57.70K | 0.00 | 0.00 |
Dimensional Etf Trust Core Fixed IncomeSOLE | CORE FIXE IN ETF | 392.94K | SH | $16.59M 3.80% | 392.94K | 0.00 | 0.00 |
Micron Technology Inc. Ordinary SharesSOLE | COM | 13.01K | SH | $15.02M 3.44% | 13.01K | 0.00 | 0.00 |
Vanguard Bond Index Funds Intermediate-Term EtfSOLE | INTERMED TERM | 188.14K | SH | $14.43M 3.31% | 188.14K | 0.00 | 0.00 |
Dimensional Etf Trust Short-Duration Fixed IncomeSOLE | SHOR DUR FIX ETF | 284.14K | SH | $13.57M 3.11% | 284.14K | 0.00 | 0.00 |
Vanguard Bond Index Funds Short-Term EtfSOLE | SHORT TRM BOND | 149.10K | SH | $11.62M 2.66% | 149.10K | 0.00 | 0.00 |
Vanguard Specialized Funds Dividend Appreciation FtfSOLE | DIV APP ETF | 47.31K | SH | $11.19M 2.56% | 47.31K | 0.00 | 0.00 |
Vanguard High Dividend Yield EtfSOLE | HIGH DIV YLD | 65.86K | SH | $10.41M 2.38% | 65.86K | 0.00 | 0.00 |
Dimensional Etf Trust U.S. Targeted ValueSOLE | US TARGETED VLU | 141.57K | SH | $9.90M 2.27% | 141.57K | 0.00 | 0.00 |
Vanguard Whitehall Funds Emerging Markets Government Bond EtfSOLE | EM MK GOV BD ETF | 139.86K | SH | $9.40M 2.15% | 139.86K | 0.00 | 0.00 |
Vanguard Total Bond Market EtfSOLE | TOTAL BND MRKT | 113.59K | SH | $8.34M 1.91% | 113.59K | 0.00 | 0.00 |
Ishares Trust Core U.S. Aggregate Bond EtfSOLE | CORE US AGGBD ET | 75.20K | SH | $7.44M 1.71% | 75.20K | 0.00 | 0.00 |
Alphabet Inc Ordinary Shares - Class CSOLE | CAP STK CL C | 20.42K | SH | $7.21M 1.65% | 20.42K | 0.00 | 0.00 |
Nvidia Corp Ordinary SharesSOLE | COM | 35.24K | SH | $7.05M 1.62% | 35.24K | 0.00 | 0.00 |
Vanguard Index Funds Growth EtfSOLE | GROWTH ETF | 80.29K | SH | $6.92M 1.58% | 80.29K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Ordinary Shares - Class BSOLE | CL B NEW | 13.55K | SH | $6.78M 1.55% | 13.55K | 0.00 | 0.00 |
Vanguard Charlotte Funds Total International Bond EtfSOLE | TOTAL INT BD ETF | 135.18K | SH | $6.55M 1.50% | 135.18K | 0.00 | 0.00 |
Ishares Trust 0-5 Year Tips Bond EtfSOLE | 0-5 YR TIPS ETF | 63.57K | SH | $6.49M 1.49% | 63.57K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 17.36K | SH | $6.48M 1.48% | 17.36K | 0.00 | 0.00 |
Ishares Trust 5-10 Year Investment Grade Corporate Bond EtfSOLE | ISHS 5-10YR INVT | 114.78K | SH | $6.10M 1.40% | 114.78K | 0.00 | 0.00 |
Dimensional Etf Trust International Core Equity MarketSOLE | INTL CORE EQT MK | 144.94K | SH | $5.98M 1.37% | 144.94K | 0.00 | 0.00 |
Dimensional Etf Trust Global Core Plus Fixed IncomeSOLE | GLOB CO PLUS ETF | 97.78K | SH | $5.33M 1.22% | 97.78K | 0.00 | 0.00 |
Vanguard Index Funds Value EtfSOLE | VALUE ETF | 23.17K | SH | $5.05M 1.16% | 23.17K | 0.00 | 0.00 |
Dimensional Etf Trust International ValueSOLE | INTERNATNAL VAL | 92.66K | SH | $5.01M 1.15% | 92.66K | 0.00 | 0.00 |
Amazon.com Inc. Ordinary SharesSOLE | COM | 20.59K | SH | $4.91M 1.12% | 20.59K | 0.00 | 0.00 |