ALTOONA, PA
Allocation by class
Portfolio Concentration
Top 3 weight
65.6%
Top 10 weight
90.5%
Voting Authority Distribution
Total shares with voting rights: 7.23M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.23M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 2.87M | SH | $129.54M 38.62% | 0.00 | 0.00 | 2.87M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.57M | SH | $55.81M 16.64% | 0.00 | 0.00 | 1.57M |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 999.51K | SH | $34.53M 10.30% | 0.00 | 0.00 | 999.51K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 469.31K | SH | $22.74M 6.78% | 0.00 | 0.00 | 469.31K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 564.77K | SH | $20.76M 6.19% | 0.00 | 0.00 | 564.77K |
ISHARES TRSOLE | CORE S&P500 ETF | 21.16K | SH | $13.83M 4.12% | 0.00 | 0.00 | 21.16K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 99.63K | SH | $7.09M 2.11% | 0.00 | 0.00 | 99.63K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 79.94K | SH | $6.60M 1.97% | 0.00 | 0.00 | 79.94K |
PIMCO ETF TRSOLE | ULTRA SHORT GOVT | 63.59K | SH | $6.42M 1.91% | 0.00 | 0.00 | 63.59K |
ISHARES TRSOLE | CORE INTL AGGR | 123.40K | SH | $6.18M 1.84% | 0.00 | 0.00 | 123.40K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 128.02K | SH | $6.13M 1.83% | 0.00 | 0.00 | 128.02K |
APPLE INCSOLE | COM | 8.49K | SH | $2.16M 0.64% | 0.00 | 0.00 | 8.49K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 34.57K | SH | $1.76M 0.53% | 0.00 | 0.00 | 34.57K |
ISHARES TRSOLE | CORE MSCI EAFE | 17.54K | SH | $1.59M 0.47% | 0.00 | 0.00 | 17.54K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 29.91K | SH | $1.50M 0.45% | 0.00 | 0.00 | 29.91K |
NVIDIA CORPORATIONSOLE | COM | 8.41K | SH | $1.47M 0.44% | 0.00 | 0.00 | 8.41K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.39K | SH | $1.43M 0.43% | 0.00 | 0.00 | 2.39K |
MICROSOFT CORPSOLE | COM | 3.50K | SH | $1.29M 0.39% | 0.00 | 0.00 | 3.50K |
ALPHABET INCSOLE | CAP STK CL C | 4.10K | SH | $1.18M 0.35% | 0.00 | 0.00 | 4.10K |
ISHARES TRSOLE | CORE S&P MCP ETF | 14.85K | SH | $1.00M 0.30% | 0.00 | 0.00 | 14.85K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 18.90K | SH | $986.4K 0.29% | 0.00 | 0.00 | 18.90K |
EXXON MOBIL CORPSOLE | COM | 5.21K | SH | $884.8K 0.26% | 0.00 | 0.00 | 5.21K |
AMAZON COM INCSOLE | COM | 3.90K | SH | $811.8K 0.24% | 0.00 | 0.00 | 3.90K |
PIMCO ETF TRSOLE | SHTRM MUN BD ACT | 14.71K | SH | $742.3K 0.22% | 0.00 | 0.00 | 14.71K |
ABBVIE INCSOLE | COM | 3.26K | SH | $708.6K 0.21% | 0.00 | 0.00 | 3.26K |