NASHVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
46.7%
Top 10 weight
79.9%
Voting Authority Distribution
Total shares with voting rights: 2.25M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.25M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 389.23K | SH | $21.00M 19.54% | 0.00 | 0.00 | 389.23K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 483.88K | SH | $17.34M 16.13% | 0.00 | 0.00 | 483.88K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 281.15K | SH | $11.89M 11.06% | 0.00 | 0.00 | 281.15K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 242.48K | SH | $10.39M 9.66% | 0.00 | 0.00 | 242.48K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 108.84K | SH | $7.29M 6.79% | 0.00 | 0.00 | 108.84K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 92.01K | SH | $5.50M 5.12% | 0.00 | 0.00 | 92.01K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 61.64K | SH | $3.93M 3.65% | 0.00 | 0.00 | 61.64K |
EA SERIES TRUSTSOLE | EA BRIDGEWAY OMN | 163.58K | SH | $3.33M 3.10% | 0.00 | 0.00 | 163.58K |
ISHARES TRSOLE | CORE S&P TTL STK | 21.07K | SH | $2.84M 2.65% | 0.00 | 0.00 | 21.07K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 26.53K | SH | $2.42M 2.25% | 0.00 | 0.00 | 26.53K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 69.08K | SH | $2.03M 1.89% | 0.00 | 0.00 | 69.08K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 9.54K | SH | $1.86M 1.73% | 0.00 | 0.00 | 9.54K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 22.22K | SH | $1.76M 1.64% | 0.00 | 0.00 | 22.22K |
ISHARES TRSOLE | CORE MSCI INTL | 20.25K | SH | $1.54M 1.43% | 0.00 | 0.00 | 20.25K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 24.74K | SH | $1.24M 1.16% | 0.00 | 0.00 | 24.74K |
PINNACLE FINL PARTNERS INCSOLE | COM | 9.47K | SH | $1.05M 0.97% | 0.00 | 0.00 | 9.47K |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 19.16K | SH | $884.4K 0.82% | 0.00 | 0.00 | 19.16K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 17.87K | SH | $857.7K 0.80% | 0.00 | 0.00 | 17.87K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 17.45K | SH | $855.4K 0.80% | 0.00 | 0.00 | 17.45K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 22.59K | SH | $780.9K 0.73% | 0.00 | 0.00 | 22.59K |
ISHARES INCSOLE | CORE MSCI EMKT | 12.99K | SH | $780.0K 0.73% | 0.00 | 0.00 | 12.99K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.13K | SH | $695.7K 0.65% | 0.00 | 0.00 | 1.13K |
ISHARES TRSOLE | CORE S&P SCP ETF | 6.09K | SH | $665.8K 0.62% | 0.00 | 0.00 | 6.09K |
ILLINOIS TOOL WKS INCSOLE | COM | 2.68K | SH | $661.7K 0.62% | 0.00 | 0.00 | 2.68K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 6.56K | SH | $507.4K 0.47% | 0.00 | 0.00 | 6.56K |