SAINT LOUIS, MO
Allocation by class
Portfolio Concentration
Top 3 weight
20.0%
Top 10 weight
44.2%
Voting Authority Distribution
Total shares with voting rights: 182.54M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
182.54M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TROTR | CORE S&P TTL STK | 5.86M | SH | $962.43M 8.16% | 0.00 | 0.00 | 5.86M |
DIMENSIONAL ETF TRUSTOTR | US COR EQU 2 ETF | 17.61M | SH | $781.06M 6.62% | 0.00 | 0.00 | 17.61M |
EA SERIES TRUSTOTR | BRID OMN SMA ETF | 21.10M | SH | $615.96M 5.22% | 0.00 | 0.00 | 21.10M |
VANGUARD SCOTTSDALE FDSOTR | INTER TERM TREAS | 9.60M | SH | $566.28M 4.80% | 0.00 | 0.00 | 9.60M |
AMERICAN CENTY ETF TROTR | INTL SMCP VLU | 4.69M | SH | $483.54M 4.10% | 0.00 | 0.00 | 4.69M |
DIMENSIONAL ETF TRUSTOTR | US TARGETED VLU | 5.63M | SH | $393.71M 3.34% | 0.00 | 0.00 | 5.63M |
AMERICAN CENTY ETF TROTR | US SML CP VALU | 3M | SH | $374.27M 3.17% | 0.00 | 0.00 | 3M |
DIMENSIONAL ETF TRUSTOTR | EMERGING MKTS CO | 8.82M | SH | $358.62M 3.04% | 0.00 | 0.00 | 8.82M |
ISHARES TROTR | CORE MSCI INTL | 4M | SH | $356.41M 3.02% | 0.00 | 0.00 | 4M |
DIMENSIONAL ETF TRUSTOTR | INTERNATNAL VAL | 5.93M | SH | $320.37M 2.72% | 0.00 | 0.00 | 5.93M |
DIMENSIONAL ETF TRUSTOTR | SHOR DUR FIX ETF | 6.34M | SH | $302.70M 2.57% | 0.00 | 0.00 | 6.34M |
DIMENSIONAL ETF TRUSTOTR | US MKTWIDE VALUE | 5M | SH | $275.04M 2.33% | 0.00 | 0.00 | 5M |
VANGUARD MALVERN FDSOTR | STRM INFPROIDX | 5M | SH | $250.93M 2.13% | 0.00 | 0.00 | 5M |
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 616.84K | SH | $228.26M 1.93% | 0.00 | 0.00 | 616.84K |
DIMENSIONAL ETF TRUSTOTR | US EQUI MARK ETF | 2.70M | SH | $221.16M 1.87% | 0.00 | 0.00 | 2.70M |
APPLE INCOTR | COM | 582.83K | SH | $168.65M 1.43% | 0.00 | 0.00 | 582.83K |
DIMENSIONAL ETF TRUSTOTR | US HIGH PROF ETF | 3.85M | SH | $160.72M 1.36% | 0.00 | 0.00 | 3.85M |
DIMENSIONAL ETF TRUSTOTR | WORLD EX US CORE | 3.49M | SH | $128.53M 1.09% | 0.00 | 0.00 | 3.49M |
DIMENSIONAL ETF TRUSTOTR | INTL HIGH PROFIT | 3.73M | SH | $127.45M 1.08% | 0.00 | 0.00 | 3.73M |
DIMENSIONAL ETF TRUSTOTR | INTL SMALL CAP V | 3.12M | SH | $125.16M 1.06% | 0.00 | 0.00 | 3.12M |
DIMENSIONAL ETF TRUSTOTR | INTL CORE EQT MK | 2.41M | SH | $99.57M 0.84% | 0.00 | 0.00 | 2.41M |
ISHARES TROTR | CORE S&P500 ETF | 130.16K | SH | $97.47M 0.83% | 0.00 | 0.00 | 130.16K |
DIMENSIONAL ETF TRUSTOTR | US CORE EQT MKT | 1.78M | SH | $91.86M 0.78% | 0.00 | 0.00 | 1.78M |
NVIDIA CORPORATIONOTR | COM | 450.41K | SH | $90.12M 0.76% | 0.00 | 0.00 | 450.41K |
DIMENSIONAL ETF TRUSTOTR | US SMALL CAP ETF | 2.23M | SH | $86.34M 0.73% | 0.00 | 0.00 | 2.23M |