MESA, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
52.4%
Top 10 weight
84.8%
Voting Authority Distribution
Total shares with voting rights: 10.26M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.26M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 3.79M | SH | $147.34M 31.76% | 0.00 | 0.00 | 3.79M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.42M | SH | $50.43M 10.87% | 0.00 | 0.00 | 1.42M |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 546.88K | SH | $45.25M 9.76% | 0.00 | 0.00 | 546.88K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 423.56K | SH | $30.13M 6.49% | 0.00 | 0.00 | 423.56K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 632.40K | SH | $26.70M 5.76% | 0.00 | 0.00 | 632.40K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 682.59K | SH | $26.59M 5.73% | 0.00 | 0.00 | 682.59K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 269.71K | SH | $23.92M 5.16% | 0.00 | 0.00 | 269.71K |
HOME BANCSHARES INCSOLE | COM | 581.62K | SH | $15.66M 3.38% | 0.00 | 0.00 | 581.62K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 436.63K | SH | $15.09M 3.25% | 0.00 | 0.00 | 436.63K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 156.97K | SH | $12.44M 2.68% | 0.00 | 0.00 | 156.97K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 165.51K | SH | $11.93M 2.57% | 0.00 | 0.00 | 165.51K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 247.93K | SH | $8.39M 1.81% | 0.00 | 0.00 | 247.93K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 96.21K | SH | $4.86M 1.05% | 0.00 | 0.00 | 96.21K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 194.12K | SH | $4.59M 0.99% | 0.00 | 0.00 | 194.12K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.43K | SH | $3.99M 0.86% | 0.00 | 0.00 | 12.43K |
SCHWAB STRATEGIC TRSOLE | 5 10YR CORP BD | 163.20K | SH | $3.70M 0.80% | 0.00 | 0.00 | 163.20K |
APPLE INCSOLE | COM | 11.43K | SH | $2.90M 0.63% | 0.00 | 0.00 | 11.43K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 10.24K | SH | $2.68M 0.58% | 0.00 | 0.00 | 10.24K |
MICROSOFT CORPSOLE | COM | 6.54K | SH | $2.42M 0.52% | 0.00 | 0.00 | 6.54K |
MARRIOTT INTL INC NEWSOLE | CL A | 4.65K | SH | $1.52M 0.33% | 0.00 | 0.00 | 4.65K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.53K | SH | $1.51M 0.33% | 0.00 | 0.00 | 2.53K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 19.05K | SH | $1.47M 0.32% | 0.00 | 0.00 | 19.05K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 19.04K | SH | $1.40M 0.30% | 0.00 | 0.00 | 19.04K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 33.42K | SH | $838.9K 0.18% | 0.00 | 0.00 | 33.42K |
AMAZON COM INCSOLE | COM | 3.87K | SH | $805.8K 0.17% | 0.00 | 0.00 | 3.87K |