TULSA, OK
Allocation by class
Portfolio Concentration
Top 3 weight
25.0%
Top 10 weight
61.4%
Voting Authority Distribution
Total shares with voting rights: 6.71M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.71M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 363.36K | SH | $40.40M 10.68% | 0.00 | 0.00 | 363.36K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 72.58K | SH | $31.70M 8.38% | 0.00 | 0.00 | 72.58K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 468.04K | SH | $22.68M 5.99% | 0.00 | 0.00 | 468.04K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 467.31K | SH | $22.37M 5.91% | 0.00 | 0.00 | 467.31K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 563.98K | SH | $21.97M 5.81% | 0.00 | 0.00 | 563.98K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 645.09K | SH | $21.91M 5.79% | 0.00 | 0.00 | 645.09K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 549.54K | SH | $21.35M 5.64% | 0.00 | 0.00 | 549.54K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 500.77K | SH | $18.41M 4.86% | 0.00 | 0.00 | 500.77K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 234.07K | SH | $16.60M 4.39% | 0.00 | 0.00 | 234.07K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 329.48K | SH | $14.87M 3.93% | 0.00 | 0.00 | 329.48K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 333.28K | SH | $14.07M 3.72% | 0.00 | 0.00 | 333.28K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 216.63K | SH | $10.41M 2.75% | 0.00 | 0.00 | 216.63K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 286.88K | SH | $10.24M 2.71% | 0.00 | 0.00 | 286.88K |
APPLE INCSOLE | COM | 38.57K | SH | $9.79M 2.59% | 0.00 | 0.00 | 38.57K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 151.85K | SH | $9.48M 2.51% | 0.00 | 0.00 | 151.85K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 188.41K | SH | $6.38M 1.69% | 0.00 | 0.00 | 188.41K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 241.33K | SH | $6.19M 1.64% | 0.00 | 0.00 | 241.33K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 202.82K | SH | $4.80M 1.27% | 0.00 | 0.00 | 202.82K |
ONEOK INC NEWSOLE | COM | 49.78K | SH | $4.50M 1.19% | 0.00 | 0.00 | 49.78K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 9.89K | SH | $4.22M 1.11% | 0.00 | 0.00 | 9.89K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 43.61K | SH | $3.87M 1.02% | 0.00 | 0.00 | 43.61K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 109.03K | SH | $3.77M 1.00% | 0.00 | 0.00 | 109.03K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 96.31K | SH | $3.42M 0.90% | 0.00 | 0.00 | 96.31K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 40.64K | SH | $3.28M 0.87% | 0.00 | 0.00 | 40.64K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 45.06K | SH | $3.21M 0.85% | 0.00 | 0.00 | 45.06K |