LINCOLN, NE
Allocation by class
Portfolio Concentration
Top 3 weight
45.0%
Top 10 weight
80.5%
Voting Authority Distribution
Total shares with voting rights: 7.22M
Full voting authority
342.00
shares
Joint voting authority
0.00
shares
No voting authority
7.22M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 1.53M | SH | $108.56M 26.95% | 0.00 | 0.00 | 1.53M |
ISHARES TRSOLE | ISHS 5-10YR INVT | 809.75K | SH | $43.09M 10.70% | 0.00 | 0.00 | 809.75K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 651.13K | SH | $29.72M 7.38% | 0.00 | 0.00 | 651.13K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 912.45K | SH | $27.44M 6.81% | 0.00 | 0.00 | 912.45K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 866.48K | SH | $24.83M 6.16% | 0.00 | 0.00 | 866.48K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 475.93K | SH | $22.87M 5.68% | 0.00 | 0.00 | 475.93K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 193.51K | SH | $21.38M 5.31% | 0.00 | 0.00 | 193.51K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 487.79K | SH | $16.85M 4.18% | 0.00 | 0.00 | 487.79K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 134.77K | SH | $14.98M 3.72% | 208.00 | 0.00 | 134.56K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 146.48K | SH | $14.63M 3.63% | 0.00 | 0.00 | 146.48K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 117.36K | SH | $10.41M 2.58% | 0.00 | 0.00 | 117.36K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 166.08K | SH | $8.67M 2.15% | 0.00 | 0.00 | 166.08K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 92.03K | SH | $7.42M 1.84% | 33.00 | 0.00 | 92K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.12K | SH | $5.81M 1.44% | 0.00 | 0.00 | 12.12K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 51.46K | SH | $4.37M 1.08% | 64.00 | 0.00 | 51.40K |
ISHARES TRSOLE | NATIONAL MUN ETF | 29.87K | SH | $3.17M 0.79% | 0.00 | 0.00 | 29.87K |
APPLE INCSOLE | COM | 11.66K | SH | $2.96M 0.73% | 0.00 | 0.00 | 11.66K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 53.95K | SH | $2.22M 0.55% | 0.00 | 0.00 | 53.95K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 86.21K | SH | $2.16M 0.54% | 0.00 | 0.00 | 86.21K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 25.02K | SH | $1.98M 0.49% | 0.00 | 0.00 | 25.02K |
JPMORGAN CHASE & COSOLE | COM | 6.69K | SH | $1.97M 0.49% | 0.00 | 0.00 | 6.69K |
MICROSOFT CORPSOLE | COM | 5.08K | SH | $1.88M 0.47% | 0.00 | 0.00 | 5.08K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 37.32K | SH | $1.31M 0.32% | 0.00 | 0.00 | 37.32K |
US BANCORPSOLE | COM NEW | 24.53K | SH | $1.28M 0.32% | 0.00 | 0.00 | 24.53K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 28.81K | SH | $1.27M 0.31% | 37.00 | 0.00 | 28.77K |