GLASSBORO, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
72.4%
Top 10 weight
94.9%
Voting Authority Distribution
Total shares with voting rights: 6.44M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.44M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.62M | SH | $101.85M 39.16% | 0.00 | 0.00 | 2.62M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.57M | SH | $53.17M 20.45% | 0.00 | 0.00 | 1.57M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 788.50K | SH | $33.29M 12.80% | 0.00 | 0.00 | 788.50K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 470.39K | SH | $17.29M 6.65% | 0.00 | 0.00 | 470.39K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 358.19K | SH | $17.17M 6.60% | 0.00 | 0.00 | 358.19K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 189.98K | SH | $9.96M 3.83% | 0.00 | 0.00 | 189.98K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 205.47K | SH | $5.46M 2.10% | 0.00 | 0.00 | 205.47K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 93.45K | SH | $5.05M 1.94% | 0.00 | 0.00 | 93.45K |
ISHARES TRSOLE | CORE 80/20 AGGRE | 22.90K | SH | $2.03M 0.78% | 0.00 | 0.00 | 22.90K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 11.63K | SH | $1.61M 0.62% | 0.00 | 0.00 | 11.63K |
JOHNSON & JOHNSONSOLE | COM | 5.56K | SH | $1.36M 0.52% | 0.00 | 0.00 | 5.56K |
CISCO SYS INCSOLE | COM | 10.88K | SH | $844.1K 0.32% | 0.00 | 0.00 | 10.88K |
EXXON MOBIL CORPSOLE | COM | 4.39K | SH | $745.7K 0.29% | 0.00 | 0.00 | 4.39K |
ISHARES TRSOLE | CORE 60/40 BALAN | 11.28K | SH | $725.8K 0.28% | 0.00 | 0.00 | 11.28K |
GE AEROSPACESOLE | COM NEW | 2.49K | SH | $706.0K 0.27% | 0.00 | 0.00 | 2.49K |
ROCKWELL AUTOMATION INCSOLE | COM | 1.61K | SH | $578.2K 0.22% | 0.00 | 0.00 | 1.61K |
GE VERNOVA INCSOLE | COM | 621.00 | SH | $542.1K 0.21% | 0.00 | 0.00 | 621.00 |
3M COSOLE | COM | 3.45K | SH | $501.3K 0.19% | 0.00 | 0.00 | 3.45K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 1.67K | SH | $404.9K 0.16% | 0.00 | 0.00 | 1.67K |
TESLA INCSOLE | COM | 830.00 | SH | $308.6K 0.12% | 0.00 | 0.00 | 830.00 |
NVIDIA CORPORATIONSOLE | COM | 1.67K | SH | $290.9K 0.11% | 0.00 | 0.00 | 1.67K |
CONSTELLATION ENERGY CORPSOLE | COM | 1.03K | SH | $286.8K 0.11% | 0.00 | 0.00 | 1.03K |
APPLE INCSOLE | COM | 1.02K | SH | $259.4K 0.10% | 0.00 | 0.00 | 1.02K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 2.25K | SH | $172.3K 0.07% | 0.00 | 0.00 | 2.25K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 2.74K | SH | $166.1K 0.06% | 0.00 | 0.00 | 2.74K |