OAKLAND, CA
Allocation by class
Portfolio Concentration
Top 3 weight
11.7%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 12.84M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
12.84M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | ETF | 719.16K | SH | $32.47M 4.06% | 0.00 | 0.00 | 719.16K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 806.98K | SH | $31.36M 3.92% | 0.00 | 0.00 | 806.98K |
ISHARES TRSOLE | ETF | 266.21K | SH | $30.12M 3.76% | 0.00 | 0.00 | 266.21K |
BLACKROCK ETF TRUSTSOLE | ETF | 496.45K | SH | $28.89M 3.61% | 0.00 | 0.00 | 496.45K |
ISHARES CORE S&P 500SOLE | CORE S&P500 ETF | 44.11K | SH | $28.82M 3.60% | 0.00 | 0.00 | 44.11K |
DIMENSIONAL CORE FIXEDSOLE | CORE FIXED INCOM | 681.23K | SH | $28.78M 3.60% | 0.00 | 0.00 | 681.23K |
APPLE INCSOLE | COM | 111.78K | SH | $28.37M 3.54% | 0.00 | 0.00 | 111.78K |
ISHARES TRSOLE | ETF | 128.76K | SH | $27.21M 3.40% | 0.00 | 0.00 | 128.76K |
ISHARES TRSOLE | ETF | 139.99K | SH | $26.85M 3.35% | 0.00 | 0.00 | 139.99K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 701.17K | SH | $25.78M 3.22% | 0.00 | 0.00 | 701.17K |
DIMENSIONALSOLE | DIMENSIONAL INTE | 387.35K | SH | $20.32M 2.54% | 0.00 | 0.00 | 387.35K |
ISHARES CORE MSCISOLE | CORE MSCI EMKT | 266.95K | SH | $18.62M 2.33% | 0.00 | 0.00 | 266.95K |
NVIDIA CORPORATIONSOLE | COM | 101.65K | SH | $17.74M 2.22% | 0.00 | 0.00 | 101.65K |
ISHARES CORE UNIVERSALSOLE | CORE UNIVRSL USD | 342.83K | SH | $15.84M 1.98% | 0.00 | 0.00 | 342.83K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 439.13K | SH | $15.60M 1.95% | 0.00 | 0.00 | 439.13K |
VANGUARD INDEX FDSSOLE | ETF | 46.26K | SH | $14.84M 1.85% | 0.00 | 0.00 | 46.26K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 309.66K | SH | $14.83M 1.85% | 0.00 | 0.00 | 309.66K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 368.91K | SH | $14.38M 1.80% | 0.00 | 0.00 | 368.91K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 382.35K | SH | $13.66M 1.71% | 0.00 | 0.00 | 382.35K |
ISHARES MSCI EAFE VALUESOLE | EAFE VALUE ETF | 162.79K | SH | $12.13M 1.52% | 0.00 | 0.00 | 162.79K |
ISHARES TRSOLE | ETF | 38.47K | SH | $9.23M 1.15% | 0.00 | 0.00 | 38.47K |
ISHARES 10-20 YEARSOLE | 10-20 YR TRS ETF | 87.81K | SH | $8.85M 1.11% | 0.00 | 0.00 | 87.81K |
VANGUARD FTSE ALL-WORLDSOLE | ALLWRLD EX US | 114.71K | SH | $8.62M 1.08% | 0.00 | 0.00 | 114.71K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 134.17K | SH | $8.38M 1.05% | 0.00 | 0.00 | 134.17K |
BLACKROCK ETF TRUSTSOLE | ETF | 228.90K | SH | $8.29M 1.04% | 0.00 | 0.00 | 228.90K |