SHREVEPORT, LA
Allocation by class
Portfolio Concentration
Top 3 weight
23.8%
Top 10 weight
58.0%
Voting Authority Distribution
Total shares with voting rights: 3.86M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.86M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 197.20K | SH | $24.60M 9.58% | 0.00 | 0.00 | 197.20K |
EA SERIES TRUSTSOLE | BRID OMN SMA ETF | 646.66K | SH | $18.88M 7.35% | 0.00 | 0.00 | 646.66K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 172.21K | SH | $17.75M 6.91% | 0.00 | 0.00 | 172.21K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 221.62K | SH | $15.49M 6.03% | 0.00 | 0.00 | 221.62K |
ISHARES TRSOLE | CORE S&P TTL STK | 92.83K | SH | $15.25M 5.94% | 0.00 | 0.00 | 92.83K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 367.57K | SH | $14.94M 5.82% | 0.00 | 0.00 | 367.57K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 38.51K | SH | $14.25M 5.55% | 0.00 | 0.00 | 38.51K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 215.52K | SH | $12.71M 4.95% | 0.00 | 0.00 | 215.52K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 226.32K | SH | $7.72M 3.01% | 0.00 | 0.00 | 226.32K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 168.53K | SH | $7.48M 2.91% | 0.00 | 0.00 | 168.53K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 129.11K | SH | $6.97M 2.72% | 0.00 | 0.00 | 129.11K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 160K | SH | $6.68M 2.60% | 0.00 | 0.00 | 160K |
ISHARES TRSOLE | CORE MSCI INTL | 73.61K | SH | $6.55M 2.55% | 0.00 | 0.00 | 73.61K |
ISHARES TRSOLE | MSCI USA QLT FCT | 24.80K | SH | $5.44M 2.12% | 0.00 | 0.00 | 24.80K |
MIAMI INTL HLDGS INCSOLE | COM | 137.96K | SH | $5.13M 2.00% | 0.00 | 0.00 | 137.96K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 92.51K | SH | $5.09M 1.98% | 0.00 | 0.00 | 92.51K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 122.86K | SH | $4.93M 1.92% | 0.00 | 0.00 | 122.86K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 57.31K | SH | $4.08M 1.59% | 0.00 | 0.00 | 57.31K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 77.61K | SH | $4.01M 1.56% | 0.00 | 0.00 | 77.61K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 45.87K | SH | $3.76M 1.46% | 0.00 | 0.00 | 45.87K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 29.13K | SH | $2.81M 1.09% | 0.00 | 0.00 | 29.13K |
LAM RESEARCH CORPSOLE | COM NEW | 6.39K | SH | $2.77M 1.08% | 0.00 | 0.00 | 6.39K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 69.29K | SH | $2.55M 0.99% | 0.00 | 0.00 | 69.29K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 60.55K | SH | $2.35M 0.91% | 0.00 | 0.00 | 60.55K |
JPMORGAN CHASE & COSOLE | COM | 6.63K | SH | $2.17M 0.84% | 0.00 | 0.00 | 6.63K |