MESA, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
53.4%
Top 10 weight
85.0%
Voting Authority Distribution
Total shares with voting rights: 10.86M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.86M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 4.06M | SH | $179.88M 33.32% | 0.00 | 0.00 | 4.06M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.58M | SH | $58.88M 10.91% | 0.00 | 0.00 | 1.58M |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 601.34K | SH | $49.42M 9.15% | 0.00 | 0.00 | 601.34K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 451.31K | SH | $37.04M 6.86% | 0.00 | 0.00 | 451.31K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 701.52K | SH | $29.56M 5.47% | 0.00 | 0.00 | 701.52K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 293.15K | SH | $28.38M 5.26% | 0.00 | 0.00 | 293.15K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 680.86K | SH | $27.98M 5.18% | 0.00 | 0.00 | 680.86K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 474.96K | SH | $18.86M 3.49% | 0.00 | 0.00 | 474.96K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 187.93K | SH | $14.79M 2.74% | 0.00 | 0.00 | 187.93K |
HOME BANCSHARES INCSOLE | COM | 489.14K | SH | $14.14M 2.62% | 0.00 | 0.00 | 489.14K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 1 ETF | 166.39K | SH | $13.64M 2.53% | 0.00 | 0.00 | 166.39K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 232.43K | SH | $9.12M 1.69% | 0.00 | 0.00 | 232.43K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTA ETF | 194.21K | SH | $5.10M 0.94% | 0.00 | 0.00 | 194.21K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 95.89K | SH | $4.81M 0.89% | 0.00 | 0.00 | 95.89K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.06K | SH | $4.45M 0.82% | 0.00 | 0.00 | 12.06K |
SCHWAB STRATEGIC TRSOLE | 5 10YR CORP BD | 161.28K | SH | $3.63M 0.67% | 0.00 | 0.00 | 161.28K |
APPLE INCSOLE | COM | 11.50K | SH | $3.39M 0.63% | 0.00 | 0.00 | 11.50K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 10.09K | SH | $3.04M 0.56% | 0.00 | 0.00 | 10.09K |
MICROSOFT CORPSOLE | COM | 6.27K | SH | $2.41M 0.45% | 0.00 | 0.00 | 6.27K |
HAPPEN INCSOLE | COM NEW | 102.57K | SH | $2.11M 0.39% | 0.00 | 0.00 | 102.57K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.52K | SH | $1.72M 0.32% | 0.00 | 0.00 | 2.52K |
MARRIOTT INTL INC NEWSOLE | CL A | 4.65K | SH | $1.71M 0.32% | 0.00 | 0.00 | 4.65K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 19.03K | SH | $1.61M 0.30% | 0.00 | 0.00 | 19.03K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 18.01K | SH | $1.32M 0.24% | 0.00 | 0.00 | 18.01K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 33.42K | SH | $966.3K 0.18% | 0.00 | 0.00 | 33.42K |