ROCKVILLE, MD
Allocation by class
Portfolio Concentration
Top 3 weight
43.0%
Top 10 weight
82.5%
Voting Authority Distribution
Total shares with voting rights: 2.32M
Full voting authority
2.32M
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 | CORE FIXED INCOM | 699.26K | SH | $29.5K 23.96% | 699.26K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 312.73K | SH | $12.2K 9.86% | 312.73K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 271.78K | SH | $11.3K 9.16% | 271.78K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 88.14K | SH | $9.7K 7.90% | 88.14K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 191.72K | SH | $9.0K 7.28% | 191.72K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 19.83K | SH | $8.5K 6.86% | 19.83K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 73.27K | SH | $6.2K 5.04% | 73.27K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 97.21K | SH | $6.1K 4.93% | 97.21K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 62.91K | SH | $4.9K 4.00% | 62.91K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 53.63K | SH | $4.3K 3.51% | 53.63K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 94.14K | SH | $3.0K 2.46% | 94.14K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 50.10K | SH | $2.6K 2.15% | 50.10K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 61.60K | SH | $2.2K 1.78% | 61.60K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 86.50K | SH | $2.0K 1.66% | 86.50K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 48.50K | SH | $1.9K 1.55% | 48.50K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 4.58K | SH | $1.4K 1.12% | 4.58K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.14K | SH | $1.3K 1.06% | 5.14K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $718.00 0.58% | 1.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 4.89K | SH | $713.00 0.58% | 4.89K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 7.37K | SH | $648.00 0.53% | 7.37K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 15.37K | SH | $522.00 0.42% | 15.37K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.21K | SH | $459.00 0.37% | 2.21K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 5.92K | SH | $437.00 0.35% | 5.92K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.08K | SH | $399.00 0.32% | 1.08K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 1.88K | SH | $387.00 0.31% | 1.88K | 0.00 | 0.00 |