WESTWOOD, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
16.0%
Top 10 weight
36.2%
Voting Authority Distribution
Total shares with voting rights: 95.93M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
95.93M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 7.88M | SH | $710.31M 7.48% | 0.00 | 0.00 | 7.88M |
VANGUARD INDEX FDSSOLE | MRNGSTR VAL ETF | 1.89M | SH | $407.76M 4.29% | 0.00 | 0.00 | 1.89M |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 1.74M | SH | $405.10M 4.27% | 0.00 | 0.00 | 1.74M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 5.18M | SH | $365.55M 3.85% | 0.00 | 0.00 | 5.18M |
ISHARES TRSOLE | CORE MSCI EAFE | 3.73M | SH | $361.18M 3.80% | 0.00 | 0.00 | 3.73M |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 2.52M | SH | $275.77M 2.90% | 0.00 | 0.00 | 2.52M |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 2.68M | SH | $267.53M 2.82% | 0.00 | 0.00 | 2.68M |
APPLE INCSOLE | COM | 729.98K | SH | $243.10M 2.56% | 0.00 | 0.00 | 729.98K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 4.75M | SH | $211.25M 2.22% | 0.00 | 0.00 | 4.75M |
ISHARES TRSOLE | CORE S&P SCP ETF | 1.42M | SH | $193.82M 2.04% | 0.00 | 0.00 | 1.42M |
MICROSOFT CORPSOLE | COM | 367.63K | SH | $188.56M 1.99% | 0.00 | 0.00 | 367.63K |
ISHARES TRSOLE | CORE S&P500 ETF | 236.75K | SH | $181.31M 1.91% | 0.00 | 0.00 | 236.75K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 3.33M | SH | $174.38M 1.84% | 0.00 | 0.00 | 3.33M |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 1.10M | SH | $141.29M 1.49% | 0.00 | 0.00 | 1.10M |
ISHARES TRSOLE | RUS 1000 GRW ETF | 1.07M | SH | $133.88M 1.41% | 0.00 | 0.00 | 1.07M |
ISHARES TRSOLE | CORE S&P US VLU | 1.20M | SH | $132.26M 1.39% | 0.00 | 0.00 | 1.20M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 2.29M | SH | $127.74M 1.35% | 0.00 | 0.00 | 2.29M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 2.24M | SH | $123.02M 1.30% | 0.00 | 0.00 | 2.24M |
DFA INVT DIMENSIONS GROUP INSOLE | U.S. SML CP VAL | 3.03M | SH | $113.57M 1.20% | 0.00 | 0.00 | 3.03M |
ISHARES INCSOLE | CORE MSCI EMKT | 1.33M | SH | $108.00M 1.14% | 0.00 | 0.00 | 1.33M |
ALPHABET INCSOLE | CAP STK CL C | 312.71K | SH | $106.55M 1.12% | 0.00 | 0.00 | 312.71K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 230.69K | SH | $105.24M 1.11% | 0.00 | 0.00 | 230.69K |
ISHARES TRSOLE | EAFE VALUE ETF | 1.22M | SH | $96.94M 1.02% | 0.00 | 0.00 | 1.22M |
BROADCOM INCSOLE | COM | 273.42K | SH | $96.02M 1.01% | 0.00 | 0.00 | 273.42K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 1.15M | SH | $95.73M 1.01% | 0.00 | 0.00 | 1.15M |