GRAND RAPIDS, MI
Allocation by class
Portfolio Concentration
Top 3 weight
51.8%
Top 10 weight
82.3%
Voting Authority Distribution
Total shares with voting rights: 4.21M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.21M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.85M | SH | $71.86M 33.82% | 0.00 | 0.00 | 1.85M |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 268.80K | SH | $22.80M 10.73% | 0.00 | 0.00 | 268.80K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 456.20K | SH | $15.50M 7.29% | 0.00 | 0.00 | 456.20K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 129.64K | SH | $14.41M 6.78% | 0.00 | 0.00 | 129.64K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 154.45K | SH | $12.45M 5.86% | 0.00 | 0.00 | 154.45K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 180.85K | SH | $9.76M 4.60% | 0.00 | 0.00 | 180.85K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 216.60K | SH | $7.70M 3.62% | 0.00 | 0.00 | 216.60K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 91.46K | SH | $7.08M 3.33% | 0.00 | 0.00 | 91.46K |
ISHARES TRSOLE | CORE S&P TTL STK | 48.76K | SH | $6.94M 3.27% | 0.00 | 0.00 | 48.76K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 81.65K | SH | $6.47M 3.05% | 0.00 | 0.00 | 81.65K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 204.22K | SH | $4.83M 2.27% | 0.00 | 0.00 | 204.22K |
ISHARES INCSOLE | CORE MSCI EMKT | 65.05K | SH | $4.54M 2.14% | 0.00 | 0.00 | 65.05K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 83.49K | SH | $4.17M 1.96% | 0.00 | 0.00 | 83.49K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 109.40K | SH | $3.78M 1.78% | 0.00 | 0.00 | 109.40K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 24.33K | SH | $1.75M 0.83% | 0.00 | 0.00 | 24.33K |
ISHARES TRSOLE | NATIONAL MUN ETF | 16.10K | SH | $1.71M 0.80% | 0.00 | 0.00 | 16.10K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.01K | SH | $1.61M 0.76% | 0.00 | 0.00 | 5.01K |
ISHARES TRSOLE | ESG AWR US AGRGT | 24.27K | SH | $1.15M 0.54% | 0.00 | 0.00 | 24.27K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 17.47K | SH | $1.09M 0.51% | 0.00 | 0.00 | 17.47K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 25.86K | SH | $1.07M 0.51% | 0.00 | 0.00 | 25.86K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 16.94K | SH | $890.6K 0.42% | 0.00 | 0.00 | 16.94K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 19.13K | SH | $811.1K 0.38% | 0.00 | 0.00 | 19.13K |
MICROSOFT CORPSOLE | COM | 1.89K | SH | $699.4K 0.33% | 0.00 | 0.00 | 1.89K |
ISHARES TRSOLE | CORE INTL AGGR | 12.50K | SH | $625.5K 0.29% | 0.00 | 0.00 | 12.50K |
ISHARES TRSOLE | CORE MSCI EAFE | 5.16K | SH | $466.7K 0.22% | 0.00 | 0.00 | 5.16K |