LINCOLN, NE
Allocation by class
Portfolio Concentration
Top 3 weight
32.8%
Top 10 weight
72.9%
Voting Authority Distribution
Total shares with voting rights: 2.45M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.45M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EA SERIES TRUSTSOLE | BRID OMN SMA ETF | 620.97K | SH | $18.13M 13.02% | 0.00 | 0.00 | 620.97K |
ISHARES TRSOLE | CORE S&P TTL STK | 91.19K | SH | $14.98M 10.76% | 0.00 | 0.00 | 91.19K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 213.46K | SH | $12.59M 9.04% | 0.00 | 0.00 | 213.46K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 104.09K | SH | $10.73M 7.70% | 0.00 | 0.00 | 104.09K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 193.23K | SH | $9.23M 6.63% | 0.00 | 0.00 | 193.23K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 178.54K | SH | $8.97M 6.44% | 0.00 | 0.00 | 178.54K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 203.63K | SH | $8.28M 5.94% | 0.00 | 0.00 | 203.63K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 172.75K | SH | $7.66M 5.50% | 0.00 | 0.00 | 172.75K |
ISHARES TRSOLE | CORE MSCI INTL | 73.35K | SH | $6.53M 4.69% | 0.00 | 0.00 | 73.35K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 130.89K | SH | $4.47M 3.21% | 0.00 | 0.00 | 130.89K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 101.47K | SH | $4.23M 3.04% | 0.00 | 0.00 | 101.47K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 21.04K | SH | $2.62M 1.89% | 0.00 | 0.00 | 21.04K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.52K | SH | $2.41M 1.73% | 0.00 | 0.00 | 6.52K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 31.36K | SH | $2.19M 1.57% | 0.00 | 0.00 | 31.36K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 33.40K | SH | $1.80M 1.30% | 0.00 | 0.00 | 33.40K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 39.77K | SH | $1.47M 1.05% | 0.00 | 0.00 | 39.77K |
AMETEK INCSOLE | COM | 6.03K | SH | $1.46M 1.05% | 0.00 | 0.00 | 6.03K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.63K | SH | $1.32M 0.95% | 0.00 | 0.00 | 2.63K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 33.79K | SH | $1.31M 0.94% | 0.00 | 0.00 | 33.79K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 32.32K | SH | $1.30M 0.93% | 0.00 | 0.00 | 32.32K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 10.03K | SH | $1.18M 0.85% | 0.00 | 0.00 | 10.03K |
APPLE INCSOLE | COM | 3.44K | SH | $995.1K 0.71% | 0.00 | 0.00 | 3.44K |
NVIDIA CORPORATIONSOLE | COM | 4.79K | SH | $959.0K 0.69% | 0.00 | 0.00 | 4.79K |
MICROSOFT CORPSOLE | COM | 2.40K | SH | $894.9K 0.64% | 0.00 | 0.00 | 2.40K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 10.13K | SH | $789.0K 0.57% | 0.00 | 0.00 | 10.13K |