JUPITER, FL
Allocation by class
Portfolio Concentration
Top 3 weight
84.2%
Top 10 weight
95.9%
Voting Authority Distribution
Total shares with voting rights: 8.38M
Full voting authority
21.26K
shares
Joint voting authority
0.00
shares
No voting authority
8.36M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 3.05M | SH | $118.70M 36.37% | 8.91K | 0.00 | 3.05M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 2.39M | SH | $81.33M 24.92% | 6.19K | 0.00 | 2.39M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 1.77M | SH | $74.79M 22.92% | 4.31K | 0.00 | 1.77M |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 485.35K | SH | $11.48M 3.52% | 828.00 | 0.00 | 484.52K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 253.74K | SH | $10.59M 3.24% | 483.00 | 0.00 | 253.25K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 138.33K | SH | $6.63M 2.03% | 61.00 | 0.00 | 138.27K |
NEXTERA ENERGY INCSOLE | COM | 32.38K | SH | $3.01M 0.92% | 0.00 | 0.00 | 32.38K |
ISHARES TRSOLE | CORE US AGGBD ET | 24.08K | SH | $2.39M 0.73% | 0.00 | 0.00 | 24.08K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 46.80K | SH | $2.37M 0.73% | 413.00 | 0.00 | 46.38K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 48.62K | SH | $1.68M 0.51% | 0.00 | 0.00 | 48.62K |
APPLE INCSOLE | COM | 4.24K | SH | $1.08M 0.33% | 0.00 | 0.00 | 4.24K |
ALPHABET INCSOLE | CAP STK CL A | 3.73K | SH | $1.07M 0.33% | 0.00 | 0.00 | 3.73K |
MCDONALDS CORPSOLE | COM | 3.05K | SH | $947.0K 0.29% | 0.00 | 0.00 | 3.05K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 35.13K | SH | $933.7K 0.29% | 0.00 | 0.00 | 35.13K |
AMAZON COM INCSOLE | COM | 3.60K | SH | $749.8K 0.23% | 0.00 | 0.00 | 3.60K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.50K | SH | $719.3K 0.22% | 0.00 | 0.00 | 1.50K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $718.1K 0.22% | 0.00 | 0.00 | 1.00 |
MICROSOFT CORPSOLE | COM | 1.53K | SH | $564.9K 0.17% | 0.00 | 0.00 | 1.53K |
NVIDIA CORPORATIONSOLE | COM | 3.06K | SH | $533.3K 0.16% | 0.00 | 0.00 | 3.06K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 10.51K | SH | $503.4K 0.15% | 0.00 | 0.00 | 10.51K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 12.29K | SH | $436.5K 0.13% | 0.00 | 0.00 | 12.29K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 10.60K | SH | $412.9K 0.13% | 0.00 | 0.00 | 10.60K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 3.02K | SH | $341.3K 0.10% | 0.00 | 0.00 | 3.02K |
PROCTER & GAMBLE COSOLE | COM | 2.18K | SH | $314.5K 0.10% | 0.00 | 0.00 | 2.18K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 3.91K | SH | $308.8K 0.09% | 0.00 | 0.00 | 3.91K |