SYRACUSE, NY
Allocation by class
Portfolio Concentration
Top 3 weight
68.3%
Top 10 weight
96.7%
Voting Authority Distribution
Total shares with voting rights: 2.24M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.24M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 535.87K | SH | $27.80M 25.82% | 0.00 | 0.00 | 535.87K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 601.61K | SH | $23.63M 21.95% | 0.00 | 0.00 | 601.61K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY ETF | 375.64K | SH | $22.11M 20.54% | 0.00 | 0.00 | 375.64K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 374.25K | SH | $13.45M 12.49% | 0.00 | 0.00 | 374.25K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 204.26K | SH | $12.27M 11.40% | 0.00 | 0.00 | 204.26K |
MICROSOFT CORPSOLE | COM | 3.53K | SH | $1.58M 1.47% | 0.00 | 0.00 | 3.53K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 35.90K | SH | $1.16M 1.08% | 0.00 | 0.00 | 35.90K |
BROWN & BROWN INCSOLE | COM | 10.53K | SH | $941.3K 0.87% | 0.00 | 0.00 | 10.53K |
CENTRAL SECS CORPSOLE | COM | 13.68K | SH | $602.1K 0.56% | 0.00 | 0.00 | 13.68K |
ELI LILLY & COSOLE | COM | 591.00 | SH | $535.1K 0.50% | 0.00 | 0.00 | 591.00 |
GE AEROSPACESOLE | COM NEW | 2.98K | SH | $474.0K 0.44% | 0.00 | 0.00 | 2.98K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 723.00 | SH | $393.6K 0.37% | 0.00 | 0.00 | 723.00 |
APPLE INCSOLE | COM | 1.58K | SH | $332.1K 0.31% | 0.00 | 0.00 | 1.58K |
MONSTER BEVERAGE CORP NEWSOLE | COM | 6K | SH | $299.7K 0.28% | 0.00 | 0.00 | 6K |
VISA INCSOLE | COM CL A | 1.01K | SH | $266.4K 0.25% | 0.00 | 0.00 | 1.01K |
NEXTERA ENERGY INCSOLE | COM | 3.36K | SH | $237.7K 0.22% | 0.00 | 0.00 | 3.36K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 767.00 | SH | $232.7K 0.22% | 0.00 | 0.00 | 767.00 |
DUCOMMUN INC DELSOLE | COM | 4K | SH | $232.2K 0.22% | 0.00 | 0.00 | 4K |
JPMORGAN CHASE & CO.SOLE | COM | 1.11K | SH | $224.5K 0.21% | 0.00 | 0.00 | 1.11K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 928.00 | SH | $221.5K 0.21% | 0.00 | 0.00 | 928.00 |
EXXON MOBIL CORPSOLE | COM | 1.91K | SH | $220.3K 0.20% | 0.00 | 0.00 | 1.91K |
AFLAC INCSOLE | COM | 2.35K | SH | $209.5K 0.19% | 0.00 | 0.00 | 2.35K |
TJX COS INC NEWSOLE | COM | 1.86K | SH | $204.8K 0.19% | 0.00 | 0.00 | 1.86K |
QURATE RETAIL INCSOLE | COM SER A | 52.99K | SH | $33.4K 0.03% | 0.00 | 0.00 | 52.99K |