DALLAS, TX
Allocation by class
Portfolio Concentration
Top 3 weight
49.3%
Top 10 weight
74.5%
Voting Authority Distribution
Total shares with voting rights: 2.13M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.13M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 116.27K | SH | $43.02M 20.86% | 0.00 | 0.00 | 116.27K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 770.61K | SH | $38.98M 18.90% | 0.00 | 0.00 | 770.61K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 268.80K | SH | $19.73M 9.57% | 0.00 | 0.00 | 268.80K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 170.91K | SH | $12.18M 5.90% | 0.00 | 0.00 | 170.91K |
ISHARES TRSOLE | CORE S&P500 ETF | 13.18K | SH | $9.87M 4.79% | 0.00 | 0.00 | 13.18K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 11.68K | SH | $8.73M 4.23% | 0.00 | 0.00 | 11.68K |
APPLE INCSOLE | COM | 22.71K | SH | $6.57M 3.19% | 0.00 | 0.00 | 22.71K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 180.56K | SH | $5.73M 2.78% | 0.00 | 0.00 | 180.56K |
COCA COLA COSOLE | COM | 66.03K | SH | $5.37M 2.60% | 0.00 | 0.00 | 66.03K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 16K | SH | $3.40M 1.65% | 0.00 | 0.00 | 16K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.37K | SH | $3.19M 1.55% | 0.00 | 0.00 | 6.37K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 49.94K | SH | $2.98M 1.45% | 0.00 | 0.00 | 49.94K |
AMAZON COM INCSOLE | COM | 12.48K | SH | $2.98M 1.44% | 0.00 | 0.00 | 12.48K |
ISHARES TRSOLE | MSCI EAFE ETF | 22.60K | SH | $2.35M 1.14% | 0.00 | 0.00 | 22.60K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.36K | SH | $2.31M 1.12% | 0.00 | 0.00 | 3.36K |
ISHARES TRSOLE | CORE MSCI EAFE | 23.78K | SH | $2.30M 1.11% | 0.00 | 0.00 | 23.78K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 43.82K | SH | $1.94M 0.94% | 0.00 | 0.00 | 43.82K |
NVIDIA CORPORATIONSOLE | COM | 8.83K | SH | $1.77M 0.86% | 0.00 | 0.00 | 8.83K |
SPDR GOLD TRSOLE | GOLD SHS | 4.42K | SH | $1.63M 0.79% | 0.00 | 0.00 | 4.42K |
ALPHABET INCSOLE | CAP STK CL C | 4.19K | SH | $1.48M 0.72% | 0.00 | 0.00 | 4.19K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 28.42K | SH | $1.47M 0.71% | 0.00 | 0.00 | 28.42K |
GOLDMAN SACHS GROUP INCSOLE | COM | 1.32K | SH | $1.33M 0.65% | 0.00 | 0.00 | 1.32K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 17.90K | SH | $1.22M 0.59% | 0.00 | 0.00 | 17.90K |
JPMORGAN CHASE & COSOLE | COM | 3.52K | SH | $1.15M 0.56% | 0.00 | 0.00 | 3.52K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 3.79K | SH | $1.14M 0.55% | 0.00 | 0.00 | 3.79K |