ATHENS, GA
Allocation by class
Portfolio Concentration
Top 3 weight
25.7%
Top 10 weight
59.0%
Voting Authority Distribution
Total shares with voting rights: 2.26M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.26M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 109.36K | SH | $15.58M 9.83% | 0.00 | 0.00 | 109.36K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 243.56K | SH | $12.86M 8.11% | 0.00 | 0.00 | 243.56K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 157.15K | SH | $12.32M 7.78% | 0.00 | 0.00 | 157.15K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 201.90K | SH | $12.02M 7.59% | 0.00 | 0.00 | 201.90K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 83.53K | SH | $8.64M 5.45% | 0.00 | 0.00 | 83.53K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 69.23K | SH | $7.65M 4.83% | 0.00 | 0.00 | 69.23K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 72.20K | SH | $7.21M 4.55% | 0.00 | 0.00 | 72.20K |
ISHARES INCSOLE | CORE MSCI EMKT | 89.42K | SH | $6.24M 3.94% | 0.00 | 0.00 | 89.42K |
ISHARES TRSOLE | CORE MSCI INTL | 66.06K | SH | $5.52M 3.48% | 0.00 | 0.00 | 66.06K |
ISHARES TRSOLE | EAFE VALUE ETF | 73.15K | SH | $5.44M 3.43% | 0.00 | 0.00 | 73.15K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 141.65K | SH | $5.06M 3.19% | 0.00 | 0.00 | 141.65K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 70.48K | SH | $4.40M 2.78% | 0.00 | 0.00 | 70.48K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 44.11K | SH | $3.91M 2.47% | 0.00 | 0.00 | 44.11K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 50.26K | SH | $3.56M 2.25% | 0.00 | 0.00 | 50.26K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 52.22K | SH | $2.36M 1.49% | 0.00 | 0.00 | 52.22K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 45.21K | SH | $2.26M 1.43% | 0.00 | 0.00 | 45.21K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 27.72K | SH | $1.97M 1.24% | 0.00 | 0.00 | 27.72K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 62.55K | SH | $1.92M 1.21% | 0.00 | 0.00 | 62.55K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 36.64K | SH | $1.76M 1.11% | 0.00 | 0.00 | 36.64K |
ISHARES TRSOLE | MSCI USA MIN VOL | 18.38K | SH | $1.70M 1.08% | 0.00 | 0.00 | 18.38K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 49.12K | SH | $1.67M 1.05% | 0.00 | 0.00 | 49.12K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 11.26K | SH | $1.64M 1.04% | 0.00 | 0.00 | 11.26K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 41.44K | SH | $1.61M 1.02% | 0.00 | 0.00 | 41.44K |
ISHARES TRSOLE | ULTRA SHORT DUR | 28.87K | SH | $1.46M 0.92% | 0.00 | 0.00 | 28.87K |
SOUTHERN COSOLE | COM | 14.91K | SH | $1.44M 0.91% | 0.00 | 0.00 | 14.91K |