CUPERTINO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
38.3%
Top 10 weight
65.1%
Voting Authority Distribution
Total shares with voting rights: 2.55M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.55M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 686.58K | SH | $56.26M 20.99% | 0.00 | 0.00 | 686.58K |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 262.81K | SH | $26.32M 9.82% | 0.00 | 0.00 | 262.81K |
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 375.94K | SH | $20.00M 7.46% | 0.00 | 0.00 | 375.94K |
ALPHABET INCSOLE | CAP STK CL C | 50.07K | SH | $17.69M 6.60% | 0.00 | 0.00 | 50.07K |
ALPHABET INCSOLE | CAP STK CL A | 44.29K | SH | $15.83M 5.91% | 0.00 | 0.00 | 44.29K |
NVIDIA CORPORATIONSOLE | COM | 52.88K | SH | $10.58M 3.95% | 0.00 | 0.00 | 52.88K |
APPLE INCSOLE | COM | 26.53K | SH | $7.68M 2.86% | 0.00 | 0.00 | 26.53K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.38K | SH | $7.13M 2.66% | 0.00 | 0.00 | 10.38K |
RBB FD INCSOLE | F M CO US AG ETF | 65.14K | SH | $6.69M 2.49% | 0.00 | 0.00 | 65.14K |
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 111.58K | SH | $6.35M 2.37% | 0.00 | 0.00 | 111.58K |
AMAZON COM INCSOLE | COM | 25.98K | SH | $6.19M 2.31% | 0.00 | 0.00 | 25.98K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 65.06K | SH | $5.56M 2.08% | 0.00 | 0.00 | 65.06K |
ARISTA NETWORKS INCSOLE | COM SHS | 30.54K | SH | $5.19M 1.94% | 0.00 | 0.00 | 30.54K |
MICROSOFT CORPSOLE | COM | 13.49K | SH | $5.03M 1.88% | 0.00 | 0.00 | 13.49K |
BROADCOM INCSOLE | COM | 13.07K | SH | $4.94M 1.84% | 0.00 | 0.00 | 13.07K |
ISHARES TRSOLE | CORE MSCI TOTAL | 51.68K | SH | $4.93M 1.84% | 0.00 | 0.00 | 51.68K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 108.05K | SH | $4.79M 1.79% | 0.00 | 0.00 | 108.05K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.77K | SH | $4.73M 1.76% | 0.00 | 0.00 | 12.77K |
APPLIED MATLS INCSOLE | COM | 4.38K | SH | $3.16M 1.18% | 0.00 | 0.00 | 4.38K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 20.42K | SH | $2.90M 1.08% | 0.00 | 0.00 | 20.42K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 59.82K | SH | $2.50M 0.93% | 0.00 | 0.00 | 59.82K |
VISA INCSOLE | COM CL A | 7.22K | SH | $2.48M 0.92% | 0.00 | 0.00 | 7.22K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.29K | SH | $2.46M 0.92% | 0.00 | 0.00 | 11.29K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 10.87K | SH | $2.31M 0.86% | 0.00 | 0.00 | 10.87K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 61.71K | SH | $2.11M 0.79% | 0.00 | 0.00 | 61.71K |