WILMINGTON, NC
Allocation by class
Portfolio Concentration
Top 3 weight
11.7%
Top 10 weight
27.8%
Voting Authority Distribution
Total shares with voting rights: 10.11M
Full voting authority
10.11M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 803.15K | SH | $41.51M 5.19% | 803.15K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 61.85K | SH | $30.95M 3.87% | 61.85K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 72.56K | SH | $21.00M 2.63% | 72.56K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 556.76K | SH | $20.51M 2.56% | 556.76K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 56.36K | SH | $19.91M 2.49% | 56.36K | 0.00 | 0.00 |
BANK OF AMER CORPSOLE | COM | 344.96K | SH | $19.66M 2.46% | 344.96K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 203.52K | SH | $18.78M 2.35% | 203.52K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 51.03K | SH | $18.24M 2.28% | 51.03K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 49.02K | SH | $16.05M 2.01% | 49.02K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 134.42K | SH | $15.79M 1.97% | 134.42K | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 126.19K | SH | $15.26M 1.91% | 126.19K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 39.99K | SH | $14.92M 1.87% | 39.99K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 66.23K | SH | $14.60M 1.83% | 66.23K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 33.27K | SH | $12.97M 1.62% | 33.27K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 300.06K | SH | $12.78M 1.60% | 300.06K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 261.80K | SH | $12.50M 1.56% | 261.80K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 62.92K | SH | $11.94M 1.49% | 62.92K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 28.36K | SH | $11.79M 1.47% | 28.36K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 28.93K | SH | $11.49M 1.44% | 28.93K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 72.43K | SH | $11.35M 1.42% | 72.43K | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 54.78K | SH | $11.34M 1.42% | 54.78K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 5.80K | SH | $11.34M 1.42% | 5.80K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 117.91K | SH | $11.01M 1.38% | 117.91K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 66.20K | SH | $10.97M 1.37% | 66.20K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 77.79K | SH | $10.00M 1.25% | 77.79K | 0.00 | 0.00 |