CHATTANOOGA, TN
Allocation by class
Portfolio Concentration
Top 3 weight
30.4%
Top 10 weight
71.4%
Voting Authority Distribution
Total shares with voting rights: 6.78M
Full voting authority
6.78M
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 MKTWIDE VALUE | 843.51K | SH | $40.88M 12.40% | 843.51K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 497.28K | SH | $35.26M 10.70% | 497.28K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 340.54K | SH | $24.22M 7.35% | 340.54K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 905.32K | SH | $24.06M 7.30% | 905.32K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 448.37K | SH | $23.52M 7.13% | 448.37K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 357.07K | SH | $22.30M 6.76% | 357.07K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 449.19K | SH | $21.51M 6.52% | 449.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 403.63K | SH | $17.04M 5.17% | 403.63K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 257.59K | SH | $13.73M 4.17% | 257.59K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 331.67K | SH | $12.92M 3.92% | 331.67K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 346.46K | SH | $12.41M 3.76% | 346.46K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 362.03K | SH | $12.26M 3.72% | 362.03K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 306.06K | SH | $12.19M 3.70% | 306.06K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 356.69K | SH | $12.15M 3.69% | 356.69K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 186.88K | SH | $8.96M 2.72% | 186.88K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 151.68K | SH | $8.88M 2.69% | 151.68K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ENERGY ETF | 40.86K | SH | $7.07M 2.14% | 40.86K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 67.73K | SH | $6.03M 1.83% | 67.73K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MATERIALS ETF | 24.11K | SH | $5.43M 1.65% | 24.11K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 14.46K | SH | $3.94M 1.19% | 14.46K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 6.41K | SH | $1.21M 0.37% | 6.41K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 42.07K | SH | $994.9K 0.30% | 42.07K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 18.07K | SH | $916.3K 0.28% | 18.07K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 765.00 | SH | $283.2K 0.09% | 765.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 6.80K | SH | $264.4K 0.08% | 6.80K | 0.00 | 0.00 |