WASHINGTON, DC
Allocation by class
Portfolio Concentration
Top 3 weight
26.1%
Top 10 weight
50.9%
Voting Authority Distribution
Total shares with voting rights: 1.68M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.68M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 21.10K | SH | $12.61M 10.75% | 0.00 | 0.00 | 21.10K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 320.17K | SH | $12.44M 10.61% | 0.00 | 0.00 | 320.17K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 135.12K | SH | $5.55M 4.73% | 0.00 | 0.00 | 135.12K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 83.89K | SH | $5.38M 4.58% | 0.00 | 0.00 | 83.89K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 101.99K | SH | $4.32M 3.69% | 0.00 | 0.00 | 101.99K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.01K | SH | $4.17M 3.56% | 0.00 | 0.00 | 13.01K |
APPLE INCSOLE | COM | 16K | SH | $4.06M 3.46% | 0.00 | 0.00 | 16K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 92.44K | SH | $3.90M 3.33% | 0.00 | 0.00 | 92.44K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 49.96K | SH | $3.68M 3.14% | 0.00 | 0.00 | 49.96K |
AMAZON COM INCSOLE | COM | 17.12K | SH | $3.57M 3.04% | 0.00 | 0.00 | 17.12K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 61.98K | SH | $3.27M 2.79% | 0.00 | 0.00 | 61.98K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 16.62K | SH | $3.26M 2.78% | 0.00 | 0.00 | 16.62K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 95.79K | SH | $3.25M 2.77% | 0.00 | 0.00 | 95.79K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 66.27K | SH | $2.99M 2.55% | 0.00 | 0.00 | 66.27K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 38.46K | SH | $2.73M 2.32% | 0.00 | 0.00 | 38.46K |
MICROSOFT CORPSOLE | COM | 6.40K | SH | $2.37M 2.02% | 0.00 | 0.00 | 6.40K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 10.17K | SH | $2.21M 1.88% | 0.00 | 0.00 | 10.17K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 41.79K | SH | $2.19M 1.87% | 0.00 | 0.00 | 41.79K |
ALPHABET INCSOLE | CAP STK CL A | 6.73K | SH | $1.94M 1.65% | 0.00 | 0.00 | 6.73K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 42.42K | SH | $1.56M 1.33% | 0.00 | 0.00 | 42.42K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 45.74K | SH | $1.55M 1.32% | 0.00 | 0.00 | 45.74K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 3.46K | SH | $1.51M 1.29% | 0.00 | 0.00 | 3.46K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 27.97K | SH | $1.40M 1.19% | 0.00 | 0.00 | 27.97K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 25.14K | SH | $1.36M 1.16% | 0.00 | 0.00 | 25.14K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 17.39K | SH | $1.34M 1.14% | 0.00 | 0.00 | 17.39K |