LAWRENCE, KS
Allocation by class
Portfolio Concentration
Top 3 weight
28.8%
Top 10 weight
56.7%
Voting Authority Distribution
Total shares with voting rights: 7.76M
Full voting authority
7.75M
shares
Joint voting authority
0.00
shares
No voting authority
11.67K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.85M | SH | $72.02M 14.04% | 1.85M | 0.00 | 2.31K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 367.70K | SH | $40.88M 7.97% | 367.05K | 0.00 | 656.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 982.30K | SH | $34.90M 6.81% | 980.62K | 0.00 | 1.69K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 603.37K | SH | $28.89M 5.63% | 601.50K | 0.00 | 1.88K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 530.25K | SH | $25.41M 4.96% | 529.24K | 0.00 | 1.01K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 368.30K | SH | $19.32M 3.77% | 367.30K | 0.00 | 1K |
MICROSOFT CORPSOLE | COM | 51.12K | SH | $18.92M 3.69% | 51.12K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 71.05K | SH | $18.03M 3.52% | 70.89K | 0.00 | 160.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 30.86K | SH | $17.81M 3.47% | 30.86K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 343.73K | SH | $14.51M 2.83% | 343.73K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 266.20K | SH | $14.41M 2.81% | 266.20K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 307.22K | SH | $10.61M 2.07% | 306.66K | 0.00 | 559.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 205.26K | SH | $9.61M 1.87% | 204.51K | 0.00 | 751.00 |
JPMORGAN CHASE & COSOLE | COM | 26.11K | SH | $7.68M 1.50% | 26.11K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 142.93K | SH | $7.54M 1.47% | 142.93K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 146.48K | SH | $7.43M 1.45% | 145.48K | 0.00 | 1K |
ALPHABET INCSOLE | CAP STK CL A | 24.56K | SH | $7.06M 1.38% | 24.46K | 0.00 | 100.00 |
CATERPILLAR INCSOLE | COM | 9.77K | SH | $6.92M 1.35% | 9.77K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 151.28K | SH | $6.83M 1.33% | 151.28K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.21K | SH | $6.18M 1.21% | 6.21K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 33.41K | SH | $5.83M 1.14% | 33.41K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 27.83K | SH | $5.80M 1.13% | 27.73K | 0.00 | 100.00 |
WALMART INCSOLE | COM | 38.10K | SH | $4.74M 0.92% | 38.10K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 113.39K | SH | $4.71M 0.92% | 113.39K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.74K | SH | $4.09M 0.80% | 12.74K | 0.00 | 0.00 |