BOWLING GREEN, KY
Allocation by class
Portfolio Concentration
Top 3 weight
24.0%
Top 10 weight
58.2%
Voting Authority Distribution
Total shares with voting rights: 4.50M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.50M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 551.31K | SH | $26.41M 9.50% | 0.00 | 0.00 | 551.31K |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 534.59K | SH | $21.89M 7.88% | 0.00 | 0.00 | 534.59K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 187.01K | SH | $18.44M 6.64% | 0.00 | 0.00 | 187.01K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 38K | SH | $16.60M 5.97% | 0.00 | 0.00 | 38K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 337.15K | SH | $16.36M 5.89% | 0.00 | 0.00 | 337.15K |
FLEXSHARES TRSOLE | FLEXSHARES ULTRA | 181.73K | SH | $13.64M 4.91% | 0.00 | 0.00 | 181.73K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 182.12K | SH | $13.39M 4.82% | 0.00 | 0.00 | 182.12K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 247.06K | SH | $12.93M 4.65% | 0.00 | 0.00 | 247.06K |
US BANCORP DELSOLE | COM NEW | 264.62K | SH | $11.45M 4.12% | 0.00 | 0.00 | 264.62K |
FLEXSHARES TRSOLE | STOXX GLOBR INF | 196.48K | SH | $10.51M 3.78% | 0.00 | 0.00 | 196.48K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 210.41K | SH | $8.65M 3.11% | 0.00 | 0.00 | 210.41K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 243.87K | SH | $6.98M 2.51% | 0.00 | 0.00 | 243.87K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 71.42K | SH | $6.31M 2.27% | 0.00 | 0.00 | 71.42K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 12.45K | SH | $5.92M 2.13% | 0.00 | 0.00 | 12.45K |
APPLE INCSOLE | COM | 28.45K | SH | $5.48M 1.97% | 0.00 | 0.00 | 28.45K |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 53.12K | SH | $5.39M 1.94% | 0.00 | 0.00 | 53.12K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 158.63K | SH | $4.54M 1.63% | 0.00 | 0.00 | 158.63K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 176.17K | SH | $4.25M 1.53% | 0.00 | 0.00 | 176.17K |
FLEXSHARES TRSOLE | QUALT DIVD IDX | 65.14K | SH | $4.01M 1.44% | 0.00 | 0.00 | 65.14K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 67.92K | SH | $3.96M 1.43% | 0.00 | 0.00 | 67.92K |
FLEXSHARES TRSOLE | HIG YLD VL ETF | 88.67K | SH | $3.62M 1.30% | 0.00 | 0.00 | 88.67K |
JPMORGAN CHASE & COSOLE | COM | 20.59K | SH | $3.50M 1.26% | 0.00 | 0.00 | 20.59K |
MICROSOFT CORPSOLE | COM | 8.71K | SH | $3.27M 1.18% | 0.00 | 0.00 | 8.71K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 17.76K | SH | $2.92M 1.05% | 0.00 | 0.00 | 17.76K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.86K | SH | $2.80M 1.01% | 0.00 | 0.00 | 7.86K |