LAKEWOOD RANCH, FL
Allocation by class
Portfolio Concentration
Top 3 weight
21.4%
Top 10 weight
51.1%
Voting Authority Distribution
Total shares with voting rights: 2.87M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.87M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 56.05K | SH | $20.74M 8.70% | 0.00 | 0.00 | 56.05K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 312.27K | SH | $16.14M 6.77% | 0.00 | 0.00 | 312.27K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 109.74K | SH | $14.06M 5.89% | 0.00 | 0.00 | 109.74K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 180.54K | SH | $12.86M 5.39% | 0.00 | 0.00 | 180.54K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 128.73K | SH | $11.01M 4.61% | 0.00 | 0.00 | 128.73K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 110.02K | SH | $9.81M 4.11% | 0.00 | 0.00 | 110.02K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 44.20K | SH | $9.63M 4.04% | 0.00 | 0.00 | 44.20K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.74K | SH | $9.43M 3.96% | 0.00 | 0.00 | 13.74K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 117.44K | SH | $9.15M 3.84% | 0.00 | 0.00 | 117.44K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 177.91K | SH | $8.94M 3.75% | 0.00 | 0.00 | 177.91K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 201.55K | SH | $8.31M 3.49% | 0.00 | 0.00 | 201.55K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 85.16K | SH | $6.53M 2.74% | 0.00 | 0.00 | 85.16K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 66.69K | SH | $5.74M 2.41% | 0.00 | 0.00 | 66.69K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 108.95K | SH | $4.83M 2.03% | 0.00 | 0.00 | 108.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.48K | SH | $4.74M 1.99% | 0.00 | 0.00 | 9.48K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 56.77K | SH | $4.65M 1.95% | 0.00 | 0.00 | 56.77K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.79K | SH | $3.59M 1.50% | 0.00 | 0.00 | 4.79K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.76K | SH | $3.55M 1.49% | 0.00 | 0.00 | 4.76K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 59.72K | SH | $3.28M 1.38% | 0.00 | 0.00 | 59.72K |
APPLE INCSOLE | COM | 10.12K | SH | $2.93M 1.23% | 0.00 | 0.00 | 10.12K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 49.01K | SH | $2.93M 1.23% | 0.00 | 0.00 | 49.01K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 67.16K | SH | $2.70M 1.13% | 0.00 | 0.00 | 67.16K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 17.05K | SH | $2.70M 1.13% | 0.00 | 0.00 | 17.05K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 33.34K | SH | $2.69M 1.13% | 0.00 | 0.00 | 33.34K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 27.77K | SH | $2.68M 1.12% | 0.00 | 0.00 | 27.77K |