VANCOUVER, WA
Allocation by class
Portfolio Concentration
Top 3 weight
37.1%
Top 10 weight
77.3%
Voting Authority Distribution
Total shares with voting rights: 3.46M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.46M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 781.84K | SH | $27.92M 14.18% | 0.00 | 0.00 | 781.84K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 40.16K | SH | $24.00M 12.18% | 0.00 | 0.00 | 40.16K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 192.38K | SH | $21.25M 10.79% | 0.00 | 0.00 | 192.38K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 417.10K | SH | $14.82M 7.52% | 0.00 | 0.00 | 417.10K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 165.38K | SH | $13.33M 6.77% | 0.00 | 0.00 | 165.38K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 509.43K | SH | $12.61M 6.40% | 0.00 | 0.00 | 509.43K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 56.68K | SH | $11.66M 5.92% | 0.00 | 0.00 | 56.68K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 168.44K | SH | $9.09M 4.62% | 0.00 | 0.00 | 168.44K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 191.06K | SH | $8.93M 4.53% | 0.00 | 0.00 | 191.06K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 86.56K | SH | $8.64M 4.39% | 0.00 | 0.00 | 86.56K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 105.34K | SH | $8.35M 4.24% | 0.00 | 0.00 | 105.34K |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 177.51K | SH | $8.31M 4.22% | 0.00 | 0.00 | 177.51K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 126.75K | SH | $6.33M 3.21% | 0.00 | 0.00 | 126.75K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 114.20K | SH | $5.49M 2.79% | 0.00 | 0.00 | 114.20K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 153.81K | SH | $3.94M 2.00% | 0.00 | 0.00 | 153.81K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.16K | SH | $3.57M 1.81% | 0.00 | 0.00 | 8.16K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 19.43K | SH | $1.57M 0.80% | 0.00 | 0.00 | 19.43K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 31.58K | SH | $1.04M 0.53% | 0.00 | 0.00 | 31.58K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 13.84K | SH | $887.1K 0.45% | 0.00 | 0.00 | 13.84K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 2.29K | SH | $657.6K 0.33% | 0.00 | 0.00 | 2.29K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 18.55K | SH | $650.1K 0.33% | 0.00 | 0.00 | 18.55K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 19.03K | SH | $644.3K 0.33% | 0.00 | 0.00 | 19.03K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 3.48K | SH | $481.6K 0.24% | 0.00 | 0.00 | 3.48K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 5.38K | SH | $456.4K 0.23% | 0.00 | 0.00 | 5.38K |
ISHARES TRSOLE | EAFE SML CP ETF | 5.28K | SH | $414.1K 0.21% | 0.00 | 0.00 | 5.28K |