WASHINGTON, DC
Allocation by class
Portfolio Concentration
Top 3 weight
80.8%
Top 10 weight
92.9%
Voting Authority Distribution
Total shares with voting rights: 19.06M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
19.06M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 8.70M | SH | $337.96M 42.32% | 0.00 | 0.00 | 8.70M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 7.45M | SH | $253.22M 31.71% | 0.00 | 0.00 | 7.45M |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL INT | 713.55K | SH | $54.35M 6.81% | 0.00 | 0.00 | 713.55K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 436.10K | SH | $48.49M 6.07% | 0.00 | 0.00 | 436.10K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 511.56K | SH | $21.34M 2.67% | 0.00 | 0.00 | 511.56K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 444.72K | SH | $11.82M 1.48% | 0.00 | 0.00 | 444.72K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.93K | SH | $4.47M 0.56% | 0.00 | 0.00 | 13.93K |
APPLE INCSOLE | COM | 16.87K | SH | $4.28M 0.54% | 0.00 | 0.00 | 16.87K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.74K | SH | $3.08M 0.39% | 0.00 | 0.00 | 4.74K |
CARVANA COSOLE | CL A | 9.44K | SH | $2.97M 0.37% | 0.00 | 0.00 | 9.44K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 6.15K | SH | $2.69M 0.34% | 0.00 | 0.00 | 6.15K |
AMAZON COM INCSOLE | COM | 11.99K | SH | $2.50M 0.31% | 0.00 | 0.00 | 11.99K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 89.31K | SH | $2.24M 0.28% | 0.00 | 0.00 | 89.31K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.46K | SH | $2.07M 0.26% | 0.00 | 0.00 | 3.46K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 71.88K | SH | $1.78M 0.22% | 0.00 | 0.00 | 71.88K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.65K | SH | $1.73M 0.22% | 0.00 | 0.00 | 2.65K |
ISHARES INCSOLE | CORE MSCI EMKT | 24.33K | SH | $1.70M 0.21% | 0.00 | 0.00 | 24.33K |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL WLD BD ETF | 22.25K | SH | $1.52M 0.19% | 0.00 | 0.00 | 22.25K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 23.02K | SH | $1.48M 0.18% | 0.00 | 0.00 | 23.02K |
MICROSOFT CORPSOLE | COM | 3.88K | SH | $1.44M 0.18% | 0.00 | 0.00 | 3.88K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 7.31K | SH | $1.43M 0.18% | 0.00 | 0.00 | 7.31K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.48K | SH | $1.43M 0.18% | 0.00 | 0.00 | 2.48K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 26.26K | SH | $1.26M 0.16% | 0.00 | 0.00 | 26.26K |
EATON CORP PLCSOLE | SHS | 3.42K | SH | $1.22M 0.15% | 0.00 | 0.00 | 3.42K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 33.95K | SH | $1.21M 0.15% | 0.00 | 0.00 | 33.95K |