HARRISONBURG, VA
Allocation by class
Portfolio Concentration
Top 3 weight
24.8%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 11.77M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.77M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 1.10M | SH | $109.08M 10.18% | 0.00 | 0.00 | 1.10M |
ISHARES TRSOLE | CORE MSCI EAFE | 1.01M | SH | $97.87M 9.13% | 0.00 | 0.00 | 1.01M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 1.38M | SH | $58.35M 5.44% | 0.00 | 0.00 | 1.38M |
ISHARES TRSOLE | CORE S&P SCP ETF | 310.61K | SH | $46.07M 4.30% | 0.00 | 0.00 | 310.61K |
ISHARES TRSOLE | CORE S&P MCP ETF | 530.91K | SH | $40.94M 3.82% | 0.00 | 0.00 | 530.91K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 73.06K | SH | $36.56M 3.41% | 0.00 | 0.00 | 73.06K |
APPLE INCSOLE | COM | 106.57K | SH | $30.84M 2.88% | 0.00 | 0.00 | 106.57K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 181.14K | SH | $28.63M 2.67% | 0.00 | 0.00 | 181.14K |
SPDR SERIES TRUSTSOLE | ST STR SP DIV | 181.58K | SH | $27.63M 2.58% | 0.00 | 0.00 | 181.58K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 114.75K | SH | $27.15M 2.53% | 0.00 | 0.00 | 114.75K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 556.65K | SH | $26.91M 2.51% | 0.00 | 0.00 | 556.65K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 318.10K | SH | $24.78M 2.31% | 0.00 | 0.00 | 318.10K |
ALPHABET INCSOLE | CAP STK CL A | 68.67K | SH | $24.54M 2.29% | 0.00 | 0.00 | 68.67K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 301.77K | SH | $23.85M 2.23% | 0.00 | 0.00 | 301.77K |
SELECT SECTOR SPDR TRSOLE | ST STR CARE ETF | 141.33K | SH | $22.42M 2.09% | 0.00 | 0.00 | 141.33K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 402.89K | SH | $22.16M 2.07% | 0.00 | 0.00 | 402.89K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 242.03K | SH | $21.81M 2.03% | 0.00 | 0.00 | 242.03K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 258.81K | SH | $21.38M 2.00% | 0.00 | 0.00 | 258.81K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 574.32K | SH | $21.16M 1.97% | 0.00 | 0.00 | 574.32K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 666.57K | SH | $21.14M 1.97% | 0.00 | 0.00 | 666.57K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 79.04K | SH | $17.33M 1.62% | 0.00 | 0.00 | 79.04K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 339.41K | SH | $14.48M 1.35% | 0.00 | 0.00 | 339.41K |
AMAZON COM INCSOLE | COM | 50.63K | SH | $12.07M 1.13% | 0.00 | 0.00 | 50.63K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 227.56K | SH | $11.51M 1.07% | 0.00 | 0.00 | 227.56K |
ISHARES TRSOLE | RUS 1000 ETF | 25.15K | SH | $10.30M 0.96% | 0.00 | 0.00 | 25.15K |