RALEIGH, NC
Allocation by class
Portfolio Concentration
Top 3 weight
51.7%
Top 10 weight
79.9%
Voting Authority Distribution
Total shares with voting rights: 299.68M
Full voting authority
299.68M
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 |
|---|---|---|---|---|---|---|---|
DFA ETF Tr US Core Equity 2 ETFSOLE | COM | 1.78M | SH | $78.77M 26.29% | 78.77M | 0.00 | 0.00 |
DFA World Ex U S Core Equity 2 EtfSOLE | COM | 1.60M | SH | $59.06M 19.71% | 59.06M | 0.00 | 0.00 |
DFA Emerging Markets Core 2 ETFSOLE | COM | 423.71K | SH | $17.22M 5.75% | 17.22M | 0.00 | 0.00 |
DFA International Core Equity 2 ETFSOLE | COM | 459.72K | SH | $17.08M 5.70% | 17.08M | 0.00 | 0.00 |
DFA Core Fixed Income ETFSOLE | COM | 351.21K | SH | $14.82M 4.95% | 14.82M | 0.00 | 0.00 |
Avantis International Equity ETFSOLE | COM | 143.39K | SH | $12.79M 4.27% | 12.79M | 0.00 | 0.00 |
Avantis US Equity ETFSOLE | COM | 82.34K | SH | $10.55M 3.52% | 10.55M | 0.00 | 0.00 |
Vanguard Total World Stock ETFSOLE | COM | 64.18K | SH | $10.07M 3.36% | 10.07M | 0.00 | 0.00 |
DFA Ultrashort Fixed Income ETFSOLE | COM | 193.36K | SH | $9.82M 3.28% | 9.82M | 0.00 | 0.00 |
DFA International Small Cap Value ETFSOLE | COM | 231.59K | SH | $9.29M 3.10% | 9.29M | 0.00 | 0.00 |
Avantis Emerging Markets Equity ETFSOLE | COM | 64.37K | SH | $6.21M 2.07% | 6.21M | 0.00 | 0.00 |
Vanguard Total International Stock ETFSOLE | COM | 61.01K | SH | $5.22M 1.74% | 5.22M | 0.00 | 0.00 |
DFA US Small Cap Value ETFSOLE | COM | 126.95K | SH | $4.93M 1.64% | 4.93M | 0.00 | 0.00 |
DFA International Core Equity ETFSOLE | COM | 88.09K | SH | $3.63M 1.21% | 3.63M | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 12.53K | SH | $3.62M 1.21% | 3.62M | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | COM | 9.75K | SH | $3.61M 1.20% | 3.61M | 0.00 | 0.00 |
DFA Emerging Core Equity ETFSOLE | COM | 81.06K | SH | $3.26M 1.09% | 3.26M | 0.00 | 0.00 |
iShares S&P 500SOLE | COM | 3.45K | SH | $2.58M 0.86% | 2.58M | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | COM | 2.53K | SH | $1.74M 0.58% | 1.74M | 0.00 | 0.00 |
DFA US Core Equity ETFSOLE | COM | 33.06K | SH | $1.71M 0.57% | 1.71M | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 7.83K | SH | $1.57M 0.52% | 1.57M | 0.00 | 0.00 |
DFA US Core Equity 1 ETFSOLE | COM | 13.98K | SH | $1.15M 0.38% | 1.15M | 0.00 | 0.00 |
Cisco Systems IncSOLE | COM | 9.33K | SH | $1.10M 0.37% | 1.10M | 0.00 | 0.00 |
Vanguard Mid Cap Value ETFSOLE | COM | 5.50K | SH | $1.09M 0.36% | 1.09M | 0.00 | 0.00 |
Amazon Com IncSOLE | COM | 3.83K | SH | $913.6K 0.30% | 913.56K | 0.00 | 0.00 |