PHOENIX, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
59.3%
Top 10 weight
89.8%
Voting Authority Distribution
Total shares with voting rights: 6.49M
Full voting authority
6.49M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.60M | SH | $100.87M 31.56% | 2.60M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.27M | SH | $45.24M 14.16% | 1.27M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 547.93K | SH | $43.43M 13.59% | 547.93K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 434.86K | SH | $32.02M 10.02% | 434.86K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 655.62K | SH | $22.65M 7.09% | 655.62K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 325.26K | SH | $17.06M 5.34% | 325.26K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 161.35K | SH | $12.65M 3.96% | 161.35K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 51.74K | SH | $5.75M 1.80% | 51.74K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 22.03K | SH | $3.84M 1.20% | 22.03K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.97K | SH | $3.54M 1.11% | 13.97K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 62.31K | SH | $3.11M 0.97% | 62.31K | 0.00 | 0.00 |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 23.66K | SH | $2.39M 0.75% | 23.66K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 54.65K | SH | $2.13M 0.67% | 54.65K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 19.30K | SH | $1.64M 0.51% | 19.30K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 33.74K | SH | $1.58M 0.49% | 33.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.42K | SH | $1.54M 0.48% | 7.42K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 18.71K | SH | $1.51M 0.47% | 18.71K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.35K | SH | $1.24M 0.39% | 3.35K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 9.74K | SH | $1.10M 0.34% | 9.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.63K | SH | $1.04M 0.33% | 3.63K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 24.22K | SH | $995.2K 0.31% | 24.22K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 20.96K | SH | $870.8K 0.27% | 20.96K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.44K | SH | $822.2K 0.26% | 1.44K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 874.00 | SH | $803.9K 0.25% | 874.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 22.16K | SH | $750.4K 0.23% | 22.16K | 0.00 | 0.00 |