BLOOMINGTON, IN
Allocation by class
Portfolio Concentration
Top 3 weight
32.7%
Top 10 weight
62.5%
Voting Authority Distribution
Total shares with voting rights: 5.60M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.60M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD LARGE-CAP ETFSOLE | ETF | 189.57K | SH | $56.65M 13.49% | 0.00 | 0.00 | 189.57K |
DIMENSIONAL U.S. EQUITY MARKET ETFSOLE | ETF | 658.39K | SH | $46.69M 11.11% | 0.00 | 0.00 | 658.39K |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 480.19K | SH | $34.16M 8.13% | 0.00 | 0.00 | 480.19K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 436.99K | SH | $28.00M 6.67% | 0.00 | 0.00 | 436.99K |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | ETF | 776.50K | SH | $27.59M 6.57% | 0.00 | 0.00 | 776.50K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 87.53K | SH | $22.92M 5.46% | 0.00 | 0.00 | 87.53K |
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFSOLE | ETF | 182.15K | SH | $11.97M 2.85% | 0.00 | 0.00 | 182.15K |
VANGUARD REAL ESTATE ETFSOLE | ETF | 132.61K | SH | $11.76M 2.80% | 0.00 | 0.00 | 132.61K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 214K | SH | $11.57M 2.75% | 0.00 | 0.00 | 214K |
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFSOLE | ETF | 324.75K | SH | $11.22M 2.67% | 0.00 | 0.00 | 324.75K |
VANGUARD GROWTH ETFSOLE | ETF | 24.95K | SH | $10.90M 2.59% | 0.00 | 0.00 | 24.95K |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 126.40K | SH | $10.46M 2.49% | 0.00 | 0.00 | 126.40K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | ETF | 303.92K | SH | $10.32M 2.46% | 0.00 | 0.00 | 303.92K |
VANGUARD INTERMEDIATE-TERM BOND ETFSOLE | ETF | 129.74K | SH | $10.01M 2.38% | 0.00 | 0.00 | 129.74K |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 125.98K | SH | $9.99M 2.38% | 0.00 | 0.00 | 125.98K |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 153.63K | SH | $7.66M 1.82% | 0.00 | 0.00 | 153.63K |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 180.57K | SH | $7.04M 1.67% | 0.00 | 0.00 | 180.57K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 17.70K | SH | $5.68M 1.35% | 0.00 | 0.00 | 17.70K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 25.48K | SH | $5.48M 1.30% | 0.00 | 0.00 | 25.48K |
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETFSOLE | ETF | 229.92K | SH | $5.36M 1.28% | 0.00 | 0.00 | 229.92K |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFSOLE | ETF | 89.97K | SH | $4.49M 1.07% | 0.00 | 0.00 | 89.97K |
APPLE INC COMSOLE | Stock | 16.95K | SH | $4.30M 1.02% | 0.00 | 0.00 | 16.95K |
DIMENSIONAL US REAL ESTATE ETFSOLE | ETF | 163.94K | SH | $3.88M 0.92% | 0.00 | 0.00 | 163.94K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 7.30K | SH | $3.50M 0.83% | 0.00 | 0.00 | 7.30K |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 132.72K | SH | $3.40M 0.81% | 0.00 | 0.00 | 132.72K |