FRISCO, TX
Allocation by class
Portfolio Concentration
Top 3 weight
34.7%
Top 10 weight
84.5%
Voting Authority Distribution
Total shares with voting rights: 2.15M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.15M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Small-Cap ETFSOLE | Exchange Traded Fund | 53.54K | SH | $16.23M 12.23% | 0.00 | 0.00 | 53.54K |
Vanguard Tax-Exempt Bond ETFSOLE | Exchange Traded Fund | 305.74K | SH | $15.46M 11.65% | 0.00 | 0.00 | 305.74K |
Vanguard FTSE Developed Markets ETFSOLE | Exchange Traded Fund | 201.71K | SH | $14.37M 10.83% | 0.00 | 0.00 | 201.71K |
Schwab US Large-Cap ETFSOLE | Exchange Traded Fund | 430.60K | SH | $12.67M 9.55% | 0.00 | 0.00 | 430.60K |
Vanguard Short-Term Infl-Prot Secs ETFSOLE | Exchange Traded Fund | 220.22K | SH | $11.06M 8.34% | 0.00 | 0.00 | 220.22K |
Vanguard Interm-Term Corp Bd ETFSOLE | Exchange Traded Fund | 124.92K | SH | $10.32M 7.78% | 0.00 | 0.00 | 124.92K |
SPDR S&P 500 ETF TrustSOLE | Exchange Traded Fund | 13.65K | SH | $10.19M 7.68% | 0.00 | 0.00 | 13.65K |
iShares Core US Aggregate Bond ETFSOLE | Exchange Traded Fund | 94.14K | SH | $9.32M 7.02% | 0.00 | 0.00 | 94.14K |
iShares Core MSCI Emerging Markets ETFSOLE | Exchange Traded Fund | 84.31K | SH | $6.98M 5.26% | 0.00 | 0.00 | 84.31K |
Vanguard Total International Bond ETFSOLE | Exchange Traded Fund | 114.18K | SH | $5.53M 4.17% | 0.00 | 0.00 | 114.18K |
Schwab US REIT ETFSOLE | Exchange Traded Fund | 232.26K | SH | $5.50M 4.14% | 0.00 | 0.00 | 232.26K |
Schwab US Small-Cap ETFSOLE | Exchange Traded Fund | 133.85K | SH | $4.84M 3.64% | 0.00 | 0.00 | 133.85K |
Vanguard Real Estate ETFSOLE | Exchange Traded Fund | 38.08K | SH | $3.67M 2.77% | 0.00 | 0.00 | 38.08K |
SPDR Portfolio S&P 500 ETFSOLE | Exchange Traded Fund | 29.69K | SH | $2.61M 1.97% | 0.00 | 0.00 | 29.69K |
Schwab International Equity ETFSOLE | Exchange Traded Fund | 60.59K | SH | $1.68M 1.26% | 0.00 | 0.00 | 60.59K |
iShares National Muni Bond ETFSOLE | Exchange Traded Fund | 6.58K | SH | $707.8K 0.53% | 0.00 | 0.00 | 6.58K |
iShares Core S&P Small-Cap ETFSOLE | Exchange Traded Fund | 2.79K | SH | $414.1K 0.31% | 0.00 | 0.00 | 2.79K |
Vanguard Total Stock Market ETFSOLE | Exchange Traded Fund | 945.00 | SH | $349.9K 0.26% | 0.00 | 0.00 | 945.00 |
Vanguard S&P 500 ETFSOLE | Exchange Traded Fund | 263.00 | SH | $180.3K 0.14% | 0.00 | 0.00 | 263.00 |
Tesla Motors Inc.SOLE | Stock | 404.00 | SH | $169.9K 0.13% | 0.00 | 0.00 | 404.00 |
Vanguard FTSE All-Wld ex-US ETFSOLE | Exchange Traded Fund | 1.43K | SH | $119.4K 0.09% | 0.00 | 0.00 | 1.43K |
Berkshire Hathaway Class BSOLE | Stock | 132.00 | SH | $66.1K 0.05% | 0.00 | 0.00 | 132.00 |
iShares Core Aggressive Allocation ETFSOLE | Exchange Traded Fund | 672.00 | SH | $65.6K 0.05% | 0.00 | 0.00 | 672.00 |
Microsoft CorporationSOLE | Stock | 132.00 | SH | $49.2K 0.04% | 0.00 | 0.00 | 132.00 |
Vanguard FTSE Emerging Markets ETFSOLE | Exchange Traded Fund | 646.00 | SH | $38.6K 0.03% | 0.00 | 0.00 | 646.00 |