INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
26.6%
Top 10 weight
59.3%
Voting Authority Distribution
Total shares with voting rights: 10.75M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.75M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 1.54M | SH | $65.09M 10.26% | 0.00 | 0.00 | 1.54M |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 1.25M | SH | $59.64M 9.40% | 0.00 | 0.00 | 1.25M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.19M | SH | $43.71M 6.89% | 0.00 | 0.00 | 1.19M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 516.72K | SH | $39.55M 6.24% | 0.00 | 0.00 | 516.72K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 717.24K | SH | $37.62M 5.93% | 0.00 | 0.00 | 717.24K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 806K | SH | $28.64M 4.51% | 0.00 | 0.00 | 806K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 141.27K | SH | $27.72M 4.37% | 0.00 | 0.00 | 141.27K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 769.87K | SH | $26.07M 4.11% | 0.00 | 0.00 | 769.87K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 352.76K | SH | $25.09M 3.96% | 0.00 | 0.00 | 352.76K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 288.77K | SH | $22.89M 3.61% | 0.00 | 0.00 | 288.77K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 48.03K | SH | $20.98M 3.31% | 0.00 | 0.00 | 48.03K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 373.28K | SH | $19.70M 3.11% | 0.00 | 0.00 | 373.28K |
ISHARES TRSOLE | CORE S&P500 ETF | 29.31K | SH | $19.15M 3.02% | 0.00 | 0.00 | 29.31K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 328.14K | SH | $16.64M 2.62% | 0.00 | 0.00 | 328.14K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 478.57K | SH | $15.42M 2.43% | 0.00 | 0.00 | 478.57K |
ELI LILLY & COSOLE | COM | 16.17K | SH | $14.87M 2.34% | 0.00 | 0.00 | 16.17K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 305.14K | SH | $12.73M 2.01% | 0.00 | 0.00 | 305.14K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 191.42K | SH | $9.20M 1.45% | 0.00 | 0.00 | 191.42K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 18.32K | SH | $7.81M 1.23% | 0.00 | 0.00 | 18.32K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 11.19K | SH | $7.27M 1.15% | 0.00 | 0.00 | 11.19K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.85K | SH | $6.48M 1.02% | 0.00 | 0.00 | 10.85K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 154.56K | SH | $6.02M 0.95% | 0.00 | 0.00 | 154.56K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 109.12K | SH | $5.19M 0.82% | 0.00 | 0.00 | 109.12K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 59.43K | SH | $4.92M 0.78% | 0.00 | 0.00 | 59.43K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 25.49K | SH | $4.89M 0.77% | 0.00 | 0.00 | 25.49K |