WEST DES MOINES, IA
Allocation by class
Portfolio Concentration
Top 3 weight
24.3%
Top 10 weight
52.4%
Voting Authority Distribution
Total shares with voting rights: 46.77M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
46.77M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.41M | SH | $523.26M 13.91% | 0.00 | 0.00 | 1.41M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 2.88M | SH | $205.52M 5.46% | 0.00 | 0.00 | 2.88M |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 2.55M | SH | $187.05M 4.97% | 0.00 | 0.00 | 2.55M |
ISHARES TRSOLE | MSCI USA QLT FCT | 765.91K | SH | $168.06M 4.47% | 0.00 | 0.00 | 765.91K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 2.80M | SH | $165.38M 4.40% | 0.00 | 0.00 | 2.80M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 2.94M | SH | $158.71M 4.22% | 0.00 | 0.00 | 2.94M |
DIMENSIONAL ETF TRUSTSOLE | US LARG VALU ETF | 4M | SH | $158.30M 4.21% | 0.00 | 0.00 | 4M |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 3.57M | SH | $143.52M 3.81% | 0.00 | 0.00 | 3.57M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 3.14M | SH | $131.22M 3.49% | 0.00 | 0.00 | 3.14M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 595.46K | SH | $129.77M 3.45% | 0.00 | 0.00 | 595.46K |
ISHARES TRSOLE | CORE S&P US VLU | 1.13M | SH | $124.66M 3.31% | 0.00 | 0.00 | 1.13M |
ISHARES TRSOLE | MSCI USA MMENTM | 287.61K | SH | $98.60M 2.62% | 0.00 | 0.00 | 287.61K |
ISHARES TRSOLE | CORE S&P500 ETF | 120.40K | SH | $90.17M 2.40% | 0.00 | 0.00 | 120.40K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 685.76K | SH | $85.56M 2.27% | 0.00 | 0.00 | 685.76K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 941.44K | SH | $77.14M 2.05% | 0.00 | 0.00 | 941.44K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 1.48M | SH | $71.70M 1.91% | 0.00 | 0.00 | 1.48M |
ISHARES TRSOLE | CORE MSCI INTL | 789.39K | SH | $70.26M 1.87% | 0.00 | 0.00 | 789.39K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 1.26M | SH | $69.49M 1.85% | 0.00 | 0.00 | 1.26M |
ISHARES TRSOLE | NATIONAL MUN ETF | 566.05K | SH | $60.92M 1.62% | 0.00 | 0.00 | 566.05K |
ISHARES TRSOLE | ULTRA SHORT DUR | 1.18M | SH | $59.77M 1.59% | 0.00 | 0.00 | 1.18M |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 1.75M | SH | $59.73M 1.59% | 0.00 | 0.00 | 1.75M |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 925.59K | SH | $53.87M 1.43% | 0.00 | 0.00 | 925.59K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 501.98K | SH | $51.73M 1.37% | 0.00 | 0.00 | 501.98K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 184.81K | SH | $44.91M 1.19% | 0.00 | 0.00 | 184.81K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 873.88K | SH | $44.20M 1.17% | 0.00 | 0.00 | 873.88K |