EL PASO, TX
Allocation by class
Portfolio Concentration
Top 3 weight
42.6%
Top 10 weight
71.0%
Voting Authority Distribution
Total shares with voting rights: 3.84M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.84M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.23M | SH | $47.67M 23.28% | 0.00 | 0.00 | 1.23M |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 389.51K | SH | $24.32M 11.88% | 0.00 | 0.00 | 389.51K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 447.36K | SH | $15.20M 7.42% | 0.00 | 0.00 | 447.36K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 261.26K | SH | $13.79M 6.73% | 0.00 | 0.00 | 261.26K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 258.25K | SH | $12.52M 6.11% | 0.00 | 0.00 | 258.25K |
EA SERIES TRUSTSOLE | EA BRIDGEWAY OMN | 334.41K | SH | $8.48M 4.14% | 0.00 | 0.00 | 334.41K |
JPMORGAN CHASE & COSOLE | COM | 28.13K | SH | $8.28M 4.04% | 0.00 | 0.00 | 28.13K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 107.28K | SH | $7.61M 3.72% | 0.00 | 0.00 | 107.28K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 34.83K | SH | $3.85M 1.88% | 0.00 | 0.00 | 34.83K |
NVIDIA CORPORATIONSOLE | COM | 21.35K | SH | $3.72M 1.82% | 0.00 | 0.00 | 21.35K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 33.69K | SH | $3.36M 1.64% | 0.00 | 0.00 | 33.69K |
ISHARES TRSOLE | CORE S&P TTL STK | 20.55K | SH | $2.93M 1.43% | 0.00 | 0.00 | 20.55K |
EXXON MOBIL CORPSOLE | COM | 17.20K | SH | $2.92M 1.43% | 0.00 | 0.00 | 17.20K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 48.82K | SH | $2.91M 1.42% | 0.00 | 0.00 | 48.82K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 73.54K | SH | $2.87M 1.40% | 0.00 | 0.00 | 73.54K |
ISHARES TRSOLE | CORE MSCI INTL | 31.21K | SH | $2.61M 1.27% | 0.00 | 0.00 | 31.21K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.44K | SH | $2.56M 1.25% | 0.00 | 0.00 | 4.44K |
APPLE INCSOLE | COM | 9.02K | SH | $2.29M 1.12% | 0.00 | 0.00 | 9.02K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 22.04K | SH | $1.57M 0.77% | 0.00 | 0.00 | 22.04K |
ISHARES INCSOLE | CORE MSCI EMKT | 22.21K | SH | $1.55M 0.76% | 0.00 | 0.00 | 22.21K |
PROCTER & GAMBLE COSOLE | COM | 10.15K | SH | $1.47M 0.72% | 0.00 | 0.00 | 10.15K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 32.27K | SH | $1.46M 0.71% | 0.00 | 0.00 | 32.27K |
PFIZER INCSOLE | COM | 46.77K | SH | $1.31M 0.64% | 0.00 | 0.00 | 46.77K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.44K | SH | $1.17M 0.57% | 0.00 | 0.00 | 2.44K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 10.24K | SH | $1.14M 0.56% | 0.00 | 0.00 | 10.24K |