HOUMA, LA
Allocation by class
Portfolio Concentration
Top 3 weight
46.4%
Top 10 weight
85.0%
Voting Authority Distribution
Total shares with voting rights: 4.43M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.43M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 243.87K | SH | $89.81M 27.55% | 0.00 | 0.00 | 243.87K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 456.44K | SH | $32.11M 9.85% | 0.00 | 0.00 | 456.44K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 770.95K | SH | $29.44M 9.03% | 0.00 | 0.00 | 770.95K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 531.50K | SH | $25.42M 7.80% | 0.00 | 0.00 | 531.50K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 272.23K | SH | $22.27M 6.83% | 0.00 | 0.00 | 272.23K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 313.16K | SH | $18.33M 5.62% | 0.00 | 0.00 | 313.16K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 227.68K | SH | $17.90M 5.49% | 0.00 | 0.00 | 227.68K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 402.62K | SH | $15.86M 4.87% | 0.00 | 0.00 | 402.62K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 331.63K | SH | $14.60M 4.48% | 0.00 | 0.00 | 331.63K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 276.36K | SH | $11.21M 3.44% | 0.00 | 0.00 | 276.36K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 200.25K | SH | $7.30M 2.24% | 0.00 | 0.00 | 200.25K |
ISHARES TRSOLE | CORE S&P TTL STK | 42.23K | SH | $6.91M 2.12% | 0.00 | 0.00 | 42.23K |
VANGUARD MUN BD FDSSOLE | INTERMEDIATE TRM | 52.92K | SH | $5.32M 1.63% | 0.00 | 0.00 | 52.92K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 85.55K | SH | $4.96M 1.52% | 0.00 | 0.00 | 85.55K |
ISHARES TRSOLE | NATIONAL MUN ETF | 45.66K | SH | $4.88M 1.50% | 0.00 | 0.00 | 45.66K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.45K | SH | $4.06M 1.24% | 0.00 | 0.00 | 5.45K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 39.89K | SH | $2.36M 0.72% | 0.00 | 0.00 | 39.89K |
ISHARES TRSOLE | CORE MSCI EAFE | 23K | SH | $2.22M 0.68% | 0.00 | 0.00 | 23K |
DIMENSIONAL ETF TRUSTSOLE | INTL COR FIX ETF | 40.20K | SH | $2.13M 0.65% | 0.00 | 0.00 | 40.20K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.82K | SH | $1.93M 0.59% | 0.00 | 0.00 | 2.82K |
JPMORGAN CHASE & COSOLE | COM | 4.31K | SH | $1.42M 0.44% | 0.00 | 0.00 | 4.31K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 23.66K | SH | $1.21M 0.37% | 0.00 | 0.00 | 23.66K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 5.30K | SH | $1.12M 0.35% | 0.00 | 0.00 | 5.30K |
ISHARES INCSOLE | CORE MSCI EMKT | 9.69K | SH | $778.4K 0.24% | 0.00 | 0.00 | 9.69K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 14.90K | SH | $749.0K 0.23% | 0.00 | 0.00 | 14.90K |