SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
25.1%
Top 10 weight
49.6%
Voting Authority Distribution
Total shares with voting rights: 4.25M
Full voting authority
4.25M
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 |
|---|---|---|---|---|---|---|---|
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | Exchange Traded Fund | 886.20K | SH | $34.4K 15.01% | 886.20K | 0.00 | 0.00 |
APPLE INC COMSOLE | Common Stock | 46.84K | SH | $11.9K 5.18% | 46.84K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | Exchange Traded Fund | 315.98K | SH | $11.2K 4.89% | 315.98K | 0.00 | 0.00 |
AVANTIS U.S. EQUITY ETFSOLE | Exchange Traded Fund | 80.47K | SH | $8.9K 3.90% | 80.47K | 0.00 | 0.00 |
SCHWAB INTERMEDIATE-TERM US TREASURY ETFSOLE | Exchange Traded Fund | 355.68K | SH | $8.9K 3.86% | 355.68K | 0.00 | 0.00 |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | Exchange Traded Fund | 251.28K | SH | $8.5K 3.72% | 251.28K | 0.00 | 0.00 |
SCHWAB SHORT-TERM US TREASURY ETFSOLE | Exchange Traded Fund | 347.70K | SH | $8.4K 3.68% | 347.70K | 0.00 | 0.00 |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | Exchange Traded Fund | 69.29K | SH | $7.7K 3.34% | 69.29K | 0.00 | 0.00 |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFSOLE | Exchange Traded Fund | 138.96K | SH | $6.9K 3.03% | 138.96K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Common Stock | 23.74K | SH | $6.8K 2.97% | 23.74K | 0.00 | 0.00 |
DIMENSIONAL US CORE EQUITY 1 ETFSOLE | Exchange Traded Fund | 85.25K | SH | $6.1K 2.68% | 85.25K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common Stock | 21.79K | SH | $5.7K 2.50% | 21.79K | 0.00 | 0.00 |
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFSOLE | Exchange Traded Fund | 150.56K | SH | $5.2K 2.27% | 150.56K | 0.00 | 0.00 |
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFSOLE | Exchange Traded Fund | 52.67K | SH | $4.4K 1.92% | 52.67K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | Exchange Traded Fund | 109.44K | SH | $4.3K 1.86% | 109.44K | 0.00 | 0.00 |
SCHWAB US TIPS ETFSOLE | Exchange Traded Fund | 160.02K | SH | $4.3K 1.86% | 160.02K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | Exchange Traded Fund | 49.95K | SH | $4.1K 1.80% | 49.95K | 0.00 | 0.00 |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFSOLE | Exchange Traded Fund | 37.61K | SH | $3.8K 1.64% | 37.61K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDSOLE | Exchange Traded Fund | 46.74K | SH | $3.5K 1.53% | 46.74K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | Exchange Traded Fund | 17.81K | SH | $3.5K 1.52% | 17.81K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | Exchange Traded Fund | 6.03K | SH | $3.5K 1.52% | 6.03K | 0.00 | 0.00 |
DIMENSIONAL US MARKETWIDE VALUE ETFSOLE | Exchange Traded Fund | 71.76K | SH | $3.5K 1.52% | 71.76K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | Exchange Traded Fund | 43.44K | SH | $3.4K 1.50% | 43.44K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common Stock | 15.03K | SH | $3.1K 1.36% | 15.03K | 0.00 | 0.00 |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | Exchange Traded Fund | 40.48K | SH | $2.9K 1.25% | 40.48K | 0.00 | 0.00 |