RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
17.6%
Top 10 weight
44.1%
Voting Authority Distribution
Total shares with voting rights: 7.32M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.32M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 847.42K | SH | $38.24M 7.28% | 0.00 | 0.00 | 847.42K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 260.30K | SH | $28.76M 5.47% | 0.00 | 0.00 | 260.30K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 345.74K | SH | $25.46M 4.85% | 0.00 | 0.00 | 345.74K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 634.03K | SH | $24.70M 4.70% | 0.00 | 0.00 | 634.03K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 494.49K | SH | $24.62M 4.69% | 0.00 | 0.00 | 494.49K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 263.93K | SH | $21.27M 4.05% | 0.00 | 0.00 | 263.93K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 254.15K | SH | $19.61M 3.73% | 0.00 | 0.00 | 254.15K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 237.60K | SH | $19.15M 3.64% | 0.00 | 0.00 | 237.60K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 288.77K | SH | $15.24M 2.90% | 0.00 | 0.00 | 288.77K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 132.05K | SH | $14.68M 2.79% | 0.00 | 0.00 | 132.05K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 217.31K | SH | $13.93M 2.65% | 0.00 | 0.00 | 217.31K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 470.62K | SH | $13.73M 2.61% | 0.00 | 0.00 | 470.62K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 136.63K | SH | $13.64M 2.60% | 0.00 | 0.00 | 136.63K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 39.97K | SH | $12.82M 2.44% | 0.00 | 0.00 | 39.97K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 43.42K | SH | $11.37M 2.17% | 0.00 | 0.00 | 43.42K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 25.77K | SH | $11.26M 2.14% | 0.00 | 0.00 | 25.77K |
ISHARES TRSOLE | CORE 1 5 YR USD | 220.15K | SH | $10.67M 2.03% | 0.00 | 0.00 | 220.15K |
ISHARES TRSOLE | A RATE CP BD ETF | 214.36K | SH | $10.20M 1.94% | 0.00 | 0.00 | 214.36K |
ISHARES TRSOLE | EAFE SML CP ETF | 116.25K | SH | $9.12M 1.74% | 0.00 | 0.00 | 116.25K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.14K | SH | $9.05M 1.72% | 0.00 | 0.00 | 15.14K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 28.37K | SH | $8.15M 1.55% | 0.00 | 0.00 | 28.37K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 107.45K | SH | $8.04M 1.53% | 0.00 | 0.00 | 107.45K |
APPLE INCSOLE | COM | 31.32K | SH | $7.95M 1.51% | 0.00 | 0.00 | 31.32K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 84.97K | SH | $7.54M 1.43% | 0.00 | 0.00 | 84.97K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 153.66K | SH | $7.36M 1.40% | 0.00 | 0.00 | 153.66K |