PHOENIX, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
17.7%
Top 10 weight
38.6%
Voting Authority Distribution
Total shares with voting rights: 1.50M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.50M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 184.36K | SH | $8.32M 7.46% | 0.00 | 0.00 | 184.36K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 62.49K | SH | $5.73M 5.13% | 0.00 | 0.00 | 62.49K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 51.53K | SH | $5.69M 5.10% | 0.00 | 0.00 | 51.53K |
PROSHARES TRSOLE | HGH YLD INT RATE | 86.36K | SH | $5.50M 4.93% | 0.00 | 0.00 | 86.36K |
PROSHARES TRSOLE | INVT INT RT HG | 64.84K | SH | $5.04M 4.51% | 0.00 | 0.00 | 64.84K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.68K | SH | $3.99M 3.58% | 0.00 | 0.00 | 6.68K |
ISHARES TRSOLE | CORE US AGGBD ET | 30.10K | SH | $2.99M 2.68% | 0.00 | 0.00 | 30.10K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 64.59K | SH | $2.52M 2.26% | 0.00 | 0.00 | 64.59K |
NVIDIA CORPORATIONSOLE | COM | 9.89K | SH | $1.73M 1.55% | 0.00 | 0.00 | 9.89K |
EXXON MOBIL CORPSOLE | COM | 9.36K | SH | $1.59M 1.42% | 0.00 | 0.00 | 9.36K |
JOHNSON & JOHNSONSOLE | COM | 6.42K | SH | $1.57M 1.41% | 0.00 | 0.00 | 6.42K |
MICROSOFT CORPSOLE | COM | 4.12K | SH | $1.53M 1.37% | 0.00 | 0.00 | 4.12K |
MCDONALDS CORPSOLE | COM | 4.83K | SH | $1.50M 1.35% | 0.00 | 0.00 | 4.83K |
JPMORGAN CHASE & COSOLE | COM | 4.43K | SH | $1.30M 1.17% | 0.00 | 0.00 | 4.43K |
CATERPILLAR INCSOLE | COM | 1.76K | SH | $1.25M 1.12% | 0.00 | 0.00 | 1.76K |
SPDR GOLD TRSOLE | GOLD SHS | 2.83K | SH | $1.22M 1.09% | 0.00 | 0.00 | 2.83K |
BANK AMERICA CORPSOLE | COM | 22.98K | SH | $1.12M 1.00% | 0.00 | 0.00 | 22.98K |
WALMART INCSOLE | COM | 8.91K | SH | $1.11M 0.99% | 0.00 | 0.00 | 8.91K |
AMAZON COM INCSOLE | COM | 5.21K | SH | $1.08M 0.97% | 0.00 | 0.00 | 5.21K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 3.17K | SH | $1.07M 0.96% | 0.00 | 0.00 | 3.17K |
MERCK & CO INCSOLE | COM | 8.80K | SH | $1.06M 0.95% | 0.00 | 0.00 | 8.80K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 3.85K | SH | $979.1K 0.88% | 0.00 | 0.00 | 3.85K |
MASTERCARD INCORPORATEDSOLE | CL A | 1.93K | SH | $961.8K 0.86% | 0.00 | 0.00 | 1.93K |
WELLS FARGO & COSOLE | COM | 10.95K | SH | $872.0K 0.78% | 0.00 | 0.00 | 10.95K |
META PLATFORMS INCSOLE | CL A | 1.51K | SH | $864.5K 0.78% | 0.00 | 0.00 | 1.51K |