COTTONWOOD HEIGHTS, UT
Allocation by class
Portfolio Concentration
Top 3 weight
20.7%
Top 10 weight
44.6%
Voting Authority Distribution
Total shares with voting rights: 3.61M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.61M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 76.11K | SH | $23.13M 11.32% | 0.00 | 0.00 | 76.11K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 309.25K | SH | $9.59M 4.69% | 0.00 | 0.00 | 309.25K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 223.97K | SH | $9.49M 4.64% | 0.00 | 0.00 | 223.97K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 137.21K | SH | $9.48M 4.64% | 0.00 | 0.00 | 137.21K |
VANGUARD WELLINGTON FDSOLE | US MINIMUM | 72.40K | SH | $9.28M 4.54% | 0.00 | 0.00 | 72.40K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 144.92K | SH | $7.19M 3.52% | 0.00 | 0.00 | 144.92K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 15.86K | SH | $6.95M 3.40% | 0.00 | 0.00 | 15.86K |
PIMCO ETF TRSOLE | INV GRD CRP BD | 62.70K | SH | $6.10M 2.98% | 0.00 | 0.00 | 62.70K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 173.90K | SH | $5.03M 2.46% | 0.00 | 0.00 | 173.90K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 188.12K | SH | $4.99M 2.44% | 0.00 | 0.00 | 188.12K |
SCHWAB STRATEGIC TRSOLE | INTERNL DIVID | 181.69K | SH | $4.97M 2.43% | 0.00 | 0.00 | 181.69K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 89.95K | SH | $4.82M 2.36% | 0.00 | 0.00 | 89.95K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 101.57K | SH | $4.70M 2.30% | 0.00 | 0.00 | 101.57K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 89.06K | SH | $4.57M 2.24% | 0.00 | 0.00 | 89.06K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 149.78K | SH | $4.42M 2.16% | 0.00 | 0.00 | 149.78K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 82.64K | SH | $4.09M 2.00% | 0.00 | 0.00 | 82.64K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 116.48K | SH | $4.03M 1.97% | 0.00 | 0.00 | 116.48K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 134.06K | SH | $4.00M 1.96% | 0.00 | 0.00 | 134.06K |
ISHARES TRSOLE | FALN ANGLS USD | 132.40K | SH | $3.59M 1.76% | 0.00 | 0.00 | 132.40K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 81.94K | SH | $3.51M 1.72% | 0.00 | 0.00 | 81.94K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 72.30K | SH | $3.06M 1.50% | 0.00 | 0.00 | 72.30K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 74.75K | SH | $2.93M 1.44% | 0.00 | 0.00 | 74.75K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 16.50K | SH | $2.92M 1.43% | 0.00 | 0.00 | 16.50K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 21.51K | SH | $2.87M 1.40% | 0.00 | 0.00 | 21.51K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 96.79K | SH | $2.85M 1.39% | 0.00 | 0.00 | 96.79K |