TOWSON, MD
Allocation by class
Portfolio Concentration
Top 3 weight
28.1%
Top 10 weight
58.3%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
SPDR GOLD SHARESSOLE | GOLD SHS | 31.83K | SH | $13.69M 10.39% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | US CORE EQUITY 2 | 320.69K | SH | $12.46M 9.45% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL US CORE EQUITY 1 ETFSOLE | US CORE EQUITY 1 | 151.37K | SH | $10.91M 8.28% | 0.00 | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | COM | 40.19K | SH | $10.20M 7.74% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | INTL CORE EQUITY | 172.37K | SH | $6.12M 4.65% | 0.00 | 0.00 | 0.00 |
ISHARES GOLD TR ISHARES NEWSOLE | ISHARES NEW | 63.31K | SH | $5.58M 4.23% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNITSOLE | SHS CREATION UNI | 123.08K | SH | $5.24M 3.97% | 0.00 | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 7.39K | SH | $4.81M 3.65% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TRUSTSOLE | UNIT SER 1 | 7.22K | SH | $4.17M 3.16% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 6.47K | SH | $3.70M 2.81% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFSOLE | EMERGING MKTS CO | 91.59K | SH | $3.16M 2.40% | 0.00 | 0.00 | 0.00 |
WALMART INCORPORATEDSOLE | COM | 25.14K | SH | $3.12M 2.37% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETF SHS CREATION UNITSOLE | SHS CREATION UNI | 71.51K | SH | $2.87M 2.18% | 0.00 | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCORPORATED CLASS ASOLE | CL A | 19.31K | SH | $2.83M 2.14% | 0.00 | 0.00 | 0.00 |
STATE STREET ENERGY SELECT SECTOR SPDR ETFSOLE | STATE STREET ENE | 31.23K | SH | $1.91M 1.45% | 0.00 | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | COM | 5.80K | SH | $1.80M 1.36% | 0.00 | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P ETFSOLE | STATE STREET SPD | 23.47K | SH | $1.80M 1.36% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 4.41K | SH | $1.63M 1.24% | 0.00 | 0.00 | 0.00 |
ISHARES SILVER TRUSTSOLE | ISHARES | 22.03K | SH | $1.50M 1.14% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL U.S. EQUTIY MARKET ETFSOLE | US EQUITY MARKET | 20.40K | SH | $1.45M 1.10% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | CL B NEW | 2.87K | SH | $1.37M 1.04% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPORATIONSOLE | COM | 7.90K | SH | $1.34M 1.02% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.45K | SH | $1.30M 0.99% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | INTL CORE EQT MK | 30.89K | SH | $1.20M 0.91% | 0.00 | 0.00 | 0.00 |
ISHARES ETHEREUM TR SHSSOLE | SHS | 70.68K | SH | $1.12M 0.85% | 0.00 | 0.00 | 0.00 |