NORFOLK, NE
Allocation by class
Portfolio Concentration
Top 3 weight
34.8%
Top 10 weight
72.0%
Voting Authority Distribution
Total shares with voting rights: 6.77M
Full voting authority
6.77M
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 | 2.08M | SH | $69.91M 18.59% | 2.08M | 0.00 | 0.00 |
AVANTIS EMERGING MARKETSEQUITY ETFSOLE | ETF | 307.76K | SH | $33.88M 9.01% | 307.76K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL VALUE ETFSOLE | ETF | 511.79K | SH | $27.01M 7.18% | 511.79K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 306.67K | SH | $23.47M 6.24% | 306.67K | 0.00 | 0.00 |
AVANTIS US LARGE CAP VALUE ETFSOLE | ETF | 289.78K | SH | $23.36M 6.21% | 289.78K | 0.00 | 0.00 |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 288.65K | SH | $20.53M 5.46% | 288.65K | 0.00 | 0.00 |
DIMENSIONAL U.S. EQUITY MARKET ETFSOLE | ETF | 287.06K | SH | $20.36M 5.41% | 287.06K | 0.00 | 0.00 |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFSOLE | ETF | 178.30K | SH | $17.81M 4.73% | 178.30K | 0.00 | 0.00 |
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE | ETF | 278.12K | SH | $17.37M 4.62% | 278.12K | 0.00 | 0.00 |
DIMENSIONAL US MARKETWIDE VALUE ETFSOLE | ETF | 354.11K | SH | $17.16M 4.56% | 354.11K | 0.00 | 0.00 |
DIMENSIONAL WORLD EQUITYETFSOLE | ETF | 209.91K | SH | $15.49M 4.12% | 209.91K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 13.18K | SH | $8.61M 2.29% | 13.18K | 0.00 | 0.00 |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE | ETF | 225.35K | SH | $7.63M 2.03% | 225.35K | 0.00 | 0.00 |
VANGUARD SHORT TERM COR BD ETFSOLE | ETF | 94K | SH | $7.45M 1.98% | 94K | 0.00 | 0.00 |
DIMENSIONAL GLOBAL REAL ESTATE ETFSOLE | ETF | 253.19K | SH | $6.73M 1.79% | 253.19K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL SMALL CAP ETFSOLE | ETF | 161.97K | SH | $5.45M 1.45% | 161.97K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO AGGREGATE BONDETFSOLE | ETF | 181.25K | SH | $4.64M 1.23% | 181.25K | 0.00 | 0.00 |
DIMENSIONAL US SMALL CAPVALUE ETFSOLE | ETF | 130.83K | SH | $4.58M 1.22% | 130.83K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNSOLE | ETF | 53.65K | SH | $4.44M 1.18% | 53.65K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CLASS BSOLE | Equity | 6.52K | SH | $3.12M 0.83% | 6.52K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFSOLE | ETF | 98.75K | SH | $2.97M 0.79% | 98.75K | 0.00 | 0.00 |
AVANTIS INTERNATIONAL LARGE CAP VALUE ETFSOLE | ETF | 33.70K | SH | $2.52M 0.67% | 33.70K | 0.00 | 0.00 |
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARESSOLE | ETF | 18.06K | SH | $2.50M 0.66% | 18.06K | 0.00 | 0.00 |
MADISON CNTY FINL INCSOLE | Equity | 81.87K | SH | $2.46M 0.65% | 81.87K | 0.00 | 0.00 |
AVANTIS SHORT-TERM FIXEDINCOME ETFSOLE | ETF | 50.58K | SH | $2.37M 0.63% | 50.58K | 0.00 | 0.00 |