LAFAYETTE, CA
Allocation by class
Portfolio Concentration
Top 3 weight
62.1%
Top 10 weight
89.2%
Voting Authority Distribution
Total shares with voting rights: 3.34M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.34M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 1.23M | SH | $66.64M 26.99% | 0.00 | 0.00 | 1.23M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 553.68K | SH | $45.59M 18.47% | 0.00 | 0.00 | 553.68K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 745.78K | SH | $41.03M 16.62% | 0.00 | 0.00 | 745.78K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 429.04K | SH | $35.16M 14.24% | 0.00 | 0.00 | 429.04K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 65.14K | SH | $8.09M 3.28% | 0.00 | 0.00 | 65.14K |
APPLE INCSOLE | COM | 27.80K | SH | $8.05M 3.26% | 0.00 | 0.00 | 27.80K |
AMAZON COM INCSOLE | COM | 19.57K | SH | $4.66M 1.89% | 0.00 | 0.00 | 19.57K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 18.93K | SH | $4.59M 1.86% | 0.00 | 0.00 | 18.93K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 5.00 | SH | $3.74M 1.52% | 0.00 | 0.00 | 5.00 |
MICROSOFT CORPSOLE | COM | 6.91K | SH | $2.58M 1.04% | 0.00 | 0.00 | 6.91K |
MICRON TECHNOLOGY INCSOLE | COM | 1.67K | SH | $1.93M 0.78% | 0.00 | 0.00 | 1.67K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 21.74K | SH | $1.68M 0.68% | 0.00 | 0.00 | 21.74K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 17.96K | SH | $1.64M 0.66% | 0.00 | 0.00 | 17.96K |
AMERICAN CENTY ETF TRSOLE | AVAN US SMAL ETF | 22.29K | SH | $1.63M 0.66% | 0.00 | 0.00 | 22.29K |
ALPHABET INCSOLE | CAP STK CL A | 4.52K | SH | $1.61M 0.65% | 0.00 | 0.00 | 4.52K |
PRIMERICA INCSOLE | COM | 4.86K | SH | $1.38M 0.56% | 0.00 | 0.00 | 4.86K |
NVIDIA CORPORATIONSOLE | COM | 6.23K | SH | $1.25M 0.50% | 0.00 | 0.00 | 6.23K |
AMERICAN CENTY ETF TRSOLE | AVANTIS INTL SML | 14.54K | SH | $1.09M 0.44% | 0.00 | 0.00 | 14.54K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 11.93K | SH | $1.07M 0.43% | 0.00 | 0.00 | 11.93K |
CHEVRON CORPORATIONSOLE | COM | 6K | SH | $995.1K 0.40% | 0.00 | 0.00 | 6K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 9.91K | SH | $956.0K 0.39% | 0.00 | 0.00 | 9.91K |
APPLIED MATLS INCSOLE | COM | 1.24K | SH | $898.7K 0.36% | 0.00 | 0.00 | 1.24K |
ALPHABET INCSOLE | CAP STK CL C | 2.39K | SH | $842.9K 0.34% | 0.00 | 0.00 | 2.39K |
JPMORGAN CHASE & COSOLE | COM | 2.55K | SH | $835.7K 0.34% | 0.00 | 0.00 | 2.55K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 16.28K | SH | $777.3K 0.31% | 0.00 | 0.00 | 16.28K |