DALLAS, TX
Allocation by class
Portfolio Concentration
Top 3 weight
33.9%
Top 10 weight
67.0%
Voting Authority Distribution
Total shares with voting rights: 2.94M
Full voting authority
2.94M
shares
Joint voting authority
0.00
shares
No voting authority
453.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 106.50K | SH | $20.90M 13.82% | 106.35K | 0.00 | 154.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 411.21K | SH | $16.53M 10.93% | 411.21K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 326K | SH | $13.87M 9.17% | 326K | 0.00 | 0.00 |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 326.18K | SH | $11.22M 7.42% | 326.18K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 326.55K | SH | $8.87M 5.86% | 326.55K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 113.37K | SH | $8.51M 5.63% | 113.37K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 90.92K | SH | $7.01M 4.64% | 90.74K | 0.00 | 186.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 228.18K | SH | $5.73M 3.79% | 228.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 17.21K | SH | $4.51M 2.98% | 17.18K | 0.00 | 32.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION M | 155.92K | SH | $4.10M 2.71% | 155.92K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 50.04K | SH | $3.56M 2.35% | 50.04K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 116.27K | SH | $3.17M 2.09% | 116.27K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 79.59K | SH | $3.09M 2.05% | 79.59K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.24K | SH | $2.85M 1.89% | 11.24K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 20.50K | SH | $2.84M 1.87% | 20.50K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 57.96K | SH | $2.45M 1.62% | 57.96K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 7.97K | SH | $2.38M 1.58% | 7.89K | 0.00 | 81.00 |
CAPITAL GROUP CONSERVATIVE ESOLE | SHS | 75.96K | SH | $2.26M 1.50% | 75.96K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 39.30K | SH | $1.88M 1.24% | 39.30K | 0.00 | 0.00 |
GRAYSCALE COINDESK CRYPTOSOLE | USD SHS | 59.04K | SH | $1.84M 1.22% | 59.04K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 37.25K | SH | $1.79M 1.18% | 37.25K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.87K | SH | $1.55M 1.02% | 8.87K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 7.15K | SH | $1.54M 1.02% | 7.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.08K | SH | $1.51M 1.00% | 4.08K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 32.19K | SH | $1.47M 0.97% | 32.19K | 0.00 | 0.00 |