ORLANDO, FL
Allocation by class
Portfolio Concentration
Top 3 weight
18.5%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 2.23M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.23M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 273.10K | SH | $11.31M 7.07% | 0.00 | 0.00 | 273.10K |
AMERICAN CENTY ETF TRSOLE | AVANTIS MODERAT | 145.18K | SH | $10.58M 6.61% | 0.00 | 0.00 | 145.18K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 210.35K | SH | $7.75M 4.84% | 0.00 | 0.00 | 210.35K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 53.21K | SH | $6.82M 4.26% | 0.00 | 0.00 | 53.21K |
ISHARES TRSOLE | CORE 60 BALA ETF | 88.42K | SH | $6.14M 3.84% | 0.00 | 0.00 | 88.42K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 128.69K | SH | $5.43M 3.39% | 0.00 | 0.00 | 128.69K |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 51.85K | SH | $5.14M 3.21% | 0.00 | 0.00 | 51.85K |
DIMENSIONAL ETF TRUSTSOLE | ULTR FIX INC ETF | 98.56K | SH | $5.00M 3.13% | 0.00 | 0.00 | 98.56K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.41K | SH | $4.40M 2.75% | 0.00 | 0.00 | 6.41K |
NVIDIA CORPORATIONSOLE | COM | 18.43K | SH | $3.69M 2.30% | 0.00 | 0.00 | 18.43K |
DIMENSIONAL ETF TRUSTSOLE | INTL COR FIX ETF | 61.41K | SH | $3.29M 2.06% | 0.00 | 0.00 | 61.41K |
APPLE INCSOLE | COM | 11.27K | SH | $3.26M 2.04% | 0.00 | 0.00 | 11.27K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 20.59K | SH | $3.23M 2.02% | 0.00 | 0.00 | 20.59K |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 66.88K | SH | $3.11M 1.95% | 0.00 | 0.00 | 66.88K |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL WLD BD ETF | 43.75K | SH | $3.00M 1.87% | 0.00 | 0.00 | 43.75K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 41.70K | SH | $2.97M 1.86% | 0.00 | 0.00 | 41.70K |
MICROSOFT CORPSOLE | COM | 7.40K | SH | $2.76M 1.72% | 0.00 | 0.00 | 7.40K |
ISHARES TRSOLE | CORE 40 MODE ETF | 53.18K | SH | $2.65M 1.66% | 0.00 | 0.00 | 53.18K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 28.44K | SH | $2.54M 1.59% | 0.00 | 0.00 | 28.44K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 67.09K | SH | $2.50M 1.56% | 0.00 | 0.00 | 67.09K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 42.65K | SH | $2.33M 1.46% | 0.00 | 0.00 | 42.65K |
ISHARES GOLD TRSOLE | ISHARES NEW | 30.37K | SH | $2.29M 1.43% | 0.00 | 0.00 | 30.37K |
VANGUARD MALVERN FDSSOLE | CORE-PLUS BD ETF | 28.27K | SH | $2.19M 1.37% | 0.00 | 0.00 | 28.27K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 21.99K | SH | $2.12M 1.33% | 0.00 | 0.00 | 21.99K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 30.62K | SH | $1.68M 1.05% | 0.00 | 0.00 | 30.62K |