PLYMOUTH, MI
Allocation by class
Portfolio Concentration
Top 3 weight
26.8%
Top 10 weight
50.5%
Voting Authority Distribution
Total shares with voting rights: 3.45M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.45M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SYSCO CORPSOLE | COM | 413.03K | SH | $29.46M 13.00% | 0.00 | 0.00 | 413.03K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 233.21K | SH | $16.54M 7.30% | 0.00 | 0.00 | 233.21K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 22.60K | SH | $14.70M 6.49% | 0.00 | 0.00 | 22.60K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 301.70K | SH | $11.75M 5.19% | 0.00 | 0.00 | 301.70K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 132.83K | SH | $9.45M 4.17% | 0.00 | 0.00 | 132.83K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 233.26K | SH | $7.90M 3.49% | 0.00 | 0.00 | 233.26K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 148.47K | SH | $6.70M 2.96% | 0.00 | 0.00 | 148.47K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 127.47K | SH | $6.18M 2.73% | 0.00 | 0.00 | 127.47K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 55.75K | SH | $6.11M 2.70% | 0.00 | 0.00 | 55.75K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 148.06K | SH | $5.75M 2.54% | 0.00 | 0.00 | 148.06K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 154.43K | SH | $5.51M 2.43% | 0.00 | 0.00 | 154.43K |
ISHARES TRSOLE | US SML CAP EQT | 70.40K | SH | $5.31M 2.35% | 0.00 | 0.00 | 70.40K |
APPLE INCSOLE | COM | 20.94K | SH | $5.31M 2.34% | 0.00 | 0.00 | 20.94K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 155.18K | SH | $5.27M 2.33% | 0.00 | 0.00 | 155.18K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 142.44K | SH | $5.24M 2.31% | 0.00 | 0.00 | 142.44K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 144.87K | SH | $5.15M 2.27% | 0.00 | 0.00 | 144.87K |
MICROSOFT CORPSOLE | COM | 10.20K | SH | $3.78M 1.67% | 0.00 | 0.00 | 10.20K |
ISHARES TRSOLE | CORE S&P MCP ETF | 55.02K | SH | $3.72M 1.64% | 0.00 | 0.00 | 55.02K |
AMERICAN CENTY ETF TRSOLE | DIVERSIFIED MU | 72.03K | SH | $3.61M 1.59% | 0.00 | 0.00 | 72.03K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 11.91K | SH | $3.42M 1.51% | 0.00 | 0.00 | 11.91K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.59K | SH | $3.34M 1.47% | 0.00 | 0.00 | 5.59K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 15.48K | SH | $2.97M 1.31% | 0.00 | 0.00 | 15.48K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 61.06K | SH | $2.93M 1.29% | 0.00 | 0.00 | 61.06K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 10.90K | SH | $2.70M 1.19% | 0.00 | 0.00 | 10.90K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 85.67K | SH | $2.58M 1.14% | 0.00 | 0.00 | 85.67K |