BELMONT, MI
Allocation by class
Portfolio Concentration
Top 3 weight
45.0%
Top 10 weight
75.6%
Voting Authority Distribution
Total shares with voting rights: 7.37M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.37M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTDFND | US COR EQU 2 ETF | 2.37M | SH | $105.03M 25.59% | 0.00 | 0.00 | 2.37M |
DIMENSIONAL ETF TRUSTDFND | INTL CORE EQUITY | 1.42M | SH | $52.83M 12.87% | 0.00 | 0.00 | 1.42M |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 384.68K | SH | $26.89M 6.55% | 0.00 | 0.00 | 384.68K |
AMERICAN CENTY ETF TRDFND | US EQT ETF | 192.53K | SH | $24.66M 6.01% | 0.00 | 0.00 | 192.53K |
DIMENSIONAL ETF TRUSTDFND | EMERGING MKTS CO | 515.02K | SH | $20.93M 5.10% | 0.00 | 0.00 | 515.02K |
AMERICAN CENTY ETF TRDFND | INTL EQT ETF | 231.30K | SH | $20.63M 5.03% | 0.00 | 0.00 | 231.30K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 468.86K | SH | $18.82M 4.58% | 0.00 | 0.00 | 468.86K |
AMERICAN CENTY ETF TRDFND | INTL SMCP VLU | 145.98K | SH | $15.04M 3.67% | 0.00 | 0.00 | 145.98K |
AMERICAN CENTY ETF TRDFND | US SML CP VALU | 103.37K | SH | $12.90M 3.14% | 0.00 | 0.00 | 103.37K |
AMERICAN CENTY ETF TRDFND | AVANTIS EMGMKT | 129.78K | SH | $12.52M 3.05% | 0.00 | 0.00 | 129.78K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 231.89K | SH | $8.54M 2.08% | 0.00 | 0.00 | 231.89K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 208.83K | SH | $6.05M 1.47% | 0.00 | 0.00 | 208.83K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 125.24K | SH | $5.17M 1.26% | 0.00 | 0.00 | 125.24K |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 6.63K | SH | $4.95M 1.21% | 0.00 | 0.00 | 6.63K |
ILLINOIS TOOL WKS INCDFND | COM | 18.04K | SH | $4.88M 1.19% | 0.00 | 0.00 | 18.04K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.62K | SH | $4.21M 1.03% | 0.00 | 0.00 | 5.62K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 59.38K | SH | $2.84M 0.69% | 0.00 | 0.00 | 59.38K |
NVIDIA CORPORATIONDFND | COM | 12.36K | SH | $2.47M 0.60% | 0.00 | 0.00 | 12.36K |
UFP INDUSTRIES INCDFND | COM | 26K | SH | $2.36M 0.57% | 0.00 | 0.00 | 26K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 48.79K | SH | $2.20M 0.54% | 0.00 | 0.00 | 48.79K |
APPLE INCDFND | COM | 7.27K | SH | $2.10M 0.51% | 0.00 | 0.00 | 7.27K |
MICROSOFT CORPDFND | COM | 5.35K | SH | $2.00M 0.49% | 0.00 | 0.00 | 5.35K |
KLA CORPDFND | COM NEW | 5.34K | SH | $1.61M 0.39% | 0.00 | 0.00 | 5.34K |
ALPHABET INCDFND | CAP STK CL A | 4.31K | SH | $1.54M 0.38% | 0.00 | 0.00 | 4.31K |
ISHARES TRSOLE | MSCI EAFE ETF | 14.63K | SH | $1.52M 0.37% | 0.00 | 0.00 | 14.63K |