FALLS CHURCH, VA
Allocation by class
Portfolio Concentration
Top 3 weight
35.2%
Top 10 weight
66.7%
Voting Authority Distribution
Total shares with voting rights: 14.02M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
14.02M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 2.66M | SH | $113.9K 14.81% | 0.00 | 0.00 | 2.66M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 2.19M | SH | $100.2K 13.02% | 0.00 | 0.00 | 2.19M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.57M | SH | $57.0K 7.41% | 0.00 | 0.00 | 1.57M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 149.47K | SH | $49.0K 6.38% | 0.00 | 0.00 | 149.47K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL US | 674.84K | SH | $39.4K 5.13% | 0.00 | 0.00 | 674.84K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 912.83K | SH | $38.5K 5.01% | 0.00 | 0.00 | 912.83K |
APPLE INCSOLE | COM | 148.44K | SH | $37.8K 4.91% | 0.00 | 0.00 | 148.44K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 626.43K | SH | $30.2K 3.92% | 0.00 | 0.00 | 626.43K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 818.75K | SH | $26.3K 3.41% | 0.00 | 0.00 | 818.75K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 281.06K | SH | $20.6K 2.68% | 0.00 | 0.00 | 281.06K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTL | 316.36K | SH | $19.5K 2.53% | 0.00 | 0.00 | 316.36K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 94.28K | SH | $17.6K 2.29% | 0.00 | 0.00 | 94.28K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 410.04K | SH | $15.8K 2.06% | 0.00 | 0.00 | 410.04K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 465.05K | SH | $11.1K 1.44% | 0.00 | 0.00 | 465.05K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 323.15K | SH | $10.1K 1.32% | 0.00 | 0.00 | 323.15K |
MICROSOFT CORPSOLE | COM | 15.52K | SH | $8.0K 1.05% | 0.00 | 0.00 | 15.52K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 109.31K | SH | $7.9K 1.03% | 0.00 | 0.00 | 109.31K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 215.06K | SH | $5.9K 0.76% | 0.00 | 0.00 | 215.06K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 98.41K | SH | $5.3K 0.69% | 0.00 | 0.00 | 98.41K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 115.60K | SH | $5.2K 0.67% | 0.00 | 0.00 | 115.60K |
ISHARES TRSOLE | CORE MSCI INTL | 60.83K | SH | $4.9K 0.63% | 0.00 | 0.00 | 60.83K |
NVIDIA CORPORATIONSOLE | COM | 25.46K | SH | $4.8K 0.62% | 0.00 | 0.00 | 25.46K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.68K | SH | $4.5K 0.58% | 0.00 | 0.00 | 6.68K |
JOHNSON & JOHNSONSOLE | COM | 22.04K | SH | $4.1K 0.53% | 0.00 | 0.00 | 22.04K |
AMAZON COM INCSOLE | COM | 17.67K | SH | $3.9K 0.50% | 0.00 | 0.00 | 17.67K |