TOWSON, MD
Allocation by class
Portfolio Concentration
Top 3 weight
47.0%
Top 10 weight
65.1%
Voting Authority Distribution
Total shares with voting rights: 33.07M
Full voting authority
33.07M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 13.36M | SH | $519.35M 31.65% | 13.36M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 4.47M | SH | $158.69M 9.67% | 4.47M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 938.41K | SH | $93.16M 5.68% | 938.41K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 2.31M | SH | $79.96M 4.87% | 2.31M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 2.14M | SH | $72.82M 4.44% | 2.14M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.15M | SH | $42.11M 2.57% | 1.15M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 515.35K | SH | $36.54M 2.23% | 515.35K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 290.33K | SH | $23.01M 1.40% | 290.33K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 192.26K | SH | $21.38M 1.30% | 192.26K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 283.30K | SH | $20.86M 1.27% | 283.30K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 53.72K | SH | $19.91M 1.21% | 53.72K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 220.31K | SH | $18.23M 1.11% | 220.31K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 62.06K | SH | $15.75M 0.96% | 62.06K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 174.18K | SH | $15.33M 0.93% | 174.18K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 304.67K | SH | $14.64M 0.89% | 304.67K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 44.42K | SH | $14.25M 0.87% | 44.42K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | GLBL X MLP ETF | 248.28K | SH | $13.38M 0.82% | 248.28K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 162.73K | SH | $12.01M 0.73% | 162.73K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 114.08K | SH | $10.33M 0.63% | 114.08K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 199.91K | SH | $9.69M 0.59% | 199.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 24.53K | SH | $9.08M 0.55% | 24.53K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 212.96K | SH | $9.03M 0.55% | 212.96K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 81.65K | SH | $9.02M 0.55% | 81.65K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS3000IDX | 29.64K | SH | $8.52M 0.52% | 29.64K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 46.05K | SH | $8.03M 0.49% | 46.05K | 0.00 | 0.00 |