DALLAS, TX
Allocation by class
Portfolio Concentration
Top 3 weight
43.7%
Top 10 weight
65.9%
Voting Authority Distribution
Total shares with voting rights: 6.75M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.75M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 926.15K | SH | $108.05M 21.98% | 0.00 | 0.00 | 926.15K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 1.42M | SH | $63.14M 12.84% | 0.00 | 0.00 | 1.42M |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 482.87K | SH | $43.44M 8.84% | 0.00 | 0.00 | 482.87K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 292.27K | SH | $23.95M 4.87% | 0.00 | 0.00 | 292.27K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 566.20K | SH | $21.10M 4.29% | 0.00 | 0.00 | 566.20K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 1 ETF | 249.84K | SH | $20.48M 4.17% | 0.00 | 0.00 | 249.84K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 31.30K | SH | $11.58M 2.36% | 0.00 | 0.00 | 31.30K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.52K | SH | $11.34M 2.31% | 0.00 | 0.00 | 16.52K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 50.92K | SH | $11.10M 2.26% | 0.00 | 0.00 | 50.92K |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 216.17K | SH | $9.70M 1.97% | 0.00 | 0.00 | 216.17K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 93.84K | SH | $9.05M 1.84% | 0.00 | 0.00 | 93.84K |
APPLE INCSOLE | COM | 26.70K | SH | $7.73M 1.57% | 0.00 | 0.00 | 26.70K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 121.82K | SH | $6.30M 1.28% | 0.00 | 0.00 | 121.82K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 48.10K | SH | $6.16M 1.25% | 0.00 | 0.00 | 48.10K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 240.43K | SH | $5.69M 1.16% | 0.00 | 0.00 | 240.43K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 49.91K | SH | $5.14M 1.05% | 0.00 | 0.00 | 49.91K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 47.32K | SH | $4.22M 0.86% | 0.00 | 0.00 | 47.32K |
AMERICAN CENTY ETF TRSOLE | AVAN US SMAL ETF | 57.06K | SH | $4.19M 0.85% | 0.00 | 0.00 | 57.06K |
NVIDIA CORPORATIONSOLE | COM | 20.14K | SH | $4.03M 0.82% | 0.00 | 0.00 | 20.14K |
KLA CORPSOLE | COM NEW | 12.97K | SH | $3.91M 0.80% | 0.00 | 0.00 | 12.97K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 44.63K | SH | $3.81M 0.78% | 0.00 | 0.00 | 44.63K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 47.75K | SH | $3.69M 0.75% | 0.00 | 0.00 | 47.75K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 118.39K | SH | $3.43M 0.70% | 0.00 | 0.00 | 118.39K |
ALPHABET INCSOLE | CAP STK CL A | 8.85K | SH | $3.16M 0.64% | 0.00 | 0.00 | 8.85K |
ISHARES TRSOLE | IBONDS DEC 28 | 119.54K | SH | $3.06M 0.62% | 0.00 | 0.00 | 119.54K |