ORLANDO, FL
Allocation by class
Portfolio Concentration
Top 3 weight
17.6%
Top 10 weight
44.1%
Voting Authority Distribution
Total shares with voting rights: 2.08M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.08M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 230.84K | SH | $9.59M 6.92% | 0.00 | 0.00 | 230.84K |
AMERICAN CENTY ETF TRSOLE | AVANTIS MODERAT | 110.71K | SH | $7.44M 5.37% | 0.00 | 0.00 | 110.71K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 214.49K | SH | $7.29M 5.26% | 0.00 | 0.00 | 214.49K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 140.26K | SH | $7.11M 5.14% | 0.00 | 0.00 | 140.26K |
ISHARES TRSOLE | CORE 60/40 BALAN | 108.23K | SH | $6.96M 5.03% | 0.00 | 0.00 | 108.23K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 131.23K | SH | $5.54M 4.00% | 0.00 | 0.00 | 131.23K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.88K | SH | $4.71M 3.40% | 0.00 | 0.00 | 7.88K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 78.36K | SH | $4.24M 3.06% | 0.00 | 0.00 | 78.36K |
MICROSOFT CORPSOLE | COM | 11.45K | SH | $4.24M 3.06% | 0.00 | 0.00 | 11.45K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 28.29K | SH | $3.91M 2.83% | 0.00 | 0.00 | 28.29K |
SPDR GOLD TRSOLE | GOLD SHS | 8.44K | SH | $3.63M 2.62% | 0.00 | 0.00 | 8.44K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 31.86K | SH | $3.54M 2.56% | 0.00 | 0.00 | 31.86K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 67.19K | SH | $3.52M 2.54% | 0.00 | 0.00 | 67.19K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 45.97K | SH | $2.95M 2.13% | 0.00 | 0.00 | 45.97K |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 32.47K | SH | $2.86M 2.06% | 0.00 | 0.00 | 32.47K |
APPLE INCSOLE | COM | 11.04K | SH | $2.80M 2.02% | 0.00 | 0.00 | 11.04K |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 59.56K | SH | $2.79M 2.01% | 0.00 | 0.00 | 59.56K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 75.25K | SH | $2.67M 1.93% | 0.00 | 0.00 | 75.25K |
NVIDIA CORPORATIONSOLE | COM | 14.91K | SH | $2.60M 1.88% | 0.00 | 0.00 | 14.91K |
VANGUARD MALVERN FDSSOLE | CORE-PLUS BD ETF | 28.27K | SH | $2.19M 1.58% | 0.00 | 0.00 | 28.27K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 20.68K | SH | $1.67M 1.20% | 0.00 | 0.00 | 20.68K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 33.31K | SH | $1.60M 1.16% | 0.00 | 0.00 | 33.31K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 19.92K | SH | $1.54M 1.11% | 0.00 | 0.00 | 19.92K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 20.61K | SH | $1.52M 1.10% | 0.00 | 0.00 | 20.61K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 31.35K | SH | $1.52M 1.10% | 0.00 | 0.00 | 31.35K |