NORFOLK, NE
Allocation by class
Portfolio Concentration
Top 3 weight
43.9%
Top 10 weight
72.7%
Voting Authority Distribution
Total shares with voting rights: 416.91M
Full voting authority
416.91M
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 |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSOLE | ETF | 74.65M | SH | $2.23M 31.78% | 74.65M | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL VALUE ETFSOLE | ETF | 26.91M | SH | $498.1K 7.09% | 26.91M | 0.00 | 0.00 |
DIMENSIONAL US MARKETWIDE VALUE ETFSOLE | ETF | 19.30M | SH | $350.9K 5.00% | 19.30M | 0.00 | 0.00 |
AVANTIS EMERGING MARKETSEQUITY ETFSOLE | ETF | 38.43M | SH | $308.9K 4.40% | 38.43M | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 27M | SH | $307.3K 4.38% | 27M | 0.00 | 0.00 |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 24.23M | SH | $294.3K 4.19% | 24.23M | 0.00 | 0.00 |
AVANTIS US LARGE CAP VALUE ETFSOLE | ETF | 26.61M | SH | $291.7K 4.16% | 26.61M | 0.00 | 0.00 |
DIMENSIONAL U.S. EQUITY MARKET ETFSOLE | ETF | 23.18M | SH | $282.9K 4.03% | 23.18M | 0.00 | 0.00 |
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE | ETF | 19.43M | SH | $277.9K 3.96% | 19.43M | 0.00 | 0.00 |
DIMENSIONAL GLOBAL REAL ESTATE ETFSOLE | ETF | 7.60M | SH | $262.2K 3.74% | 7.60M | 0.00 | 0.00 |
DIMENSIONAL WORLD EQUITYETFSOLE | ETF | 19.10M | SH | $230.7K 3.29% | 19.10M | 0.00 | 0.00 |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE | ETF | 8.86M | SH | $220.3K 3.14% | 8.86M | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO AGGREGATE BONDETFSOLE | ETF | 4.73M | SH | $185.2K 2.64% | 4.73M | 0.00 | 0.00 |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFSOLE | ETF | 18.43M | SH | $178.9K 2.55% | 18.43M | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL SMALL CAP ETFSOLE | ETF | 5.71M | SH | $162.9K 2.32% | 5.71M | 0.00 | 0.00 |
DIMENSIONAL US SMALL CAPVALUE ETFSOLE | ETF | 5.38M | SH | $138.6K 1.97% | 5.38M | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFSOLE | ETF | 2.96M | SH | $98.7K 1.41% | 2.96M | 0.00 | 0.00 |
VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARESSOLE | ETF | 6.78M | SH | $85.8K 1.22% | 6.78M | 0.00 | 0.00 |
MADISON CNTY FINL INCSOLE | Equity | 2.60M | SH | $81.9K 1.17% | 2.60M | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNSOLE | ETF | 6.57M | SH | $79.4K 1.13% | 6.57M | 0.00 | 0.00 |
STATE STREET IG PUBLIC &PRIVATE CREDIT ETFSOLE | ETF | 1.66M | SH | $65.9K 0.94% | 1.66M | 0.00 | 0.00 |
DIMENSIONAL US LARGE CAPVALUE ETFSOLE | ETF | 2.44M | SH | $61.7K 0.88% | 2.44M | 0.00 | 0.00 |
AVANTIS SHORT-TERM FIXEDINCOME ETFSOLE | ETF | 2.69M | SH | $57.9K 0.82% | 2.69M | 0.00 | 0.00 |
AVANTIS INTERNATIONAL LARGE CAP VALUE ETFSOLE | ETF | 2.56M | SH | $33.0K 0.47% | 2.56M | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETFSOLE | ETF | 1.33M | SH | $23.0K 0.33% | 1.33M | 0.00 | 0.00 |