KNOXVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
26.4%
Top 10 weight
54.4%
Voting Authority Distribution
Total shares with voting rights: 2.58M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.58M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 245.63K | SH | $25.31M 14.50% | 0.00 | 0.00 | 245.63K |
ISHARES TRSOLE | CORE S&P TTL STK | 64.06K | SH | $10.52M 6.03% | 0.00 | 0.00 | 64.06K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 173.47K | SH | $10.23M 5.86% | 0.00 | 0.00 | 173.47K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 239.03K | SH | $9.97M 5.72% | 0.00 | 0.00 | 239.03K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 258.05K | SH | $7.48M 4.28% | 0.00 | 0.00 | 258.05K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 213.05K | SH | $7.27M 4.17% | 0.00 | 0.00 | 213.05K |
ISHARES TRSOLE | CORE MSCI INTL | 80.02K | SH | $7.12M 4.08% | 0.00 | 0.00 | 80.02K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 86.65K | SH | $6.06M 3.47% | 0.00 | 0.00 | 86.65K |
EA SERIES TRUSTSOLE | BRID OMN SMA ETF | 195.93K | SH | $5.72M 3.28% | 0.00 | 0.00 | 195.93K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 131.40K | SH | $5.34M 3.06% | 0.00 | 0.00 | 131.40K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.47K | SH | $4.99M 2.86% | 0.00 | 0.00 | 13.47K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 100.74K | SH | $4.81M 2.76% | 0.00 | 0.00 | 100.74K |
NVIDIA CORPORATIONSOLE | COM | 21.23K | SH | $4.25M 2.43% | 0.00 | 0.00 | 21.23K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 57.78K | SH | $4.12M 2.36% | 0.00 | 0.00 | 57.78K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 8.32K | SH | $3.97M 2.28% | 0.00 | 0.00 | 8.32K |
APPLE INCSOLE | COM | 13.47K | SH | $3.90M 2.23% | 0.00 | 0.00 | 13.47K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 76.02K | SH | $3.82M 2.19% | 0.00 | 0.00 | 76.02K |
CAMTEK LTDSOLE | ORD | 14.84K | SH | $2.42M 1.39% | 0.00 | 0.00 | 14.84K |
ISHARES TRSOLE | EAFE VALUE ETF | 30.98K | SH | $2.37M 1.36% | 0.00 | 0.00 | 30.98K |
TJX COS INC NEWSOLE | COM | 13.38K | SH | $2.03M 1.16% | 0.00 | 0.00 | 13.38K |
ISHARES INCSOLE | CORE MSCI EMKT | 20.80K | SH | $1.72M 0.99% | 0.00 | 0.00 | 20.80K |
MICROSOFT CORPSOLE | COM | 4.24K | SH | $1.58M 0.91% | 0.00 | 0.00 | 4.24K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 25.98K | SH | $1.26M 0.72% | 0.00 | 0.00 | 25.98K |
ASE TECHNOLOGY HLDG CO LTDSOLE | SPONSORED ADS | 27.61K | SH | $1.25M 0.71% | 0.00 | 0.00 | 27.61K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 601.00 | SH | $1.20M 0.69% | 0.00 | 0.00 | 601.00 |