VANCOUVER, WA
Allocation by class
Portfolio Concentration
Top 3 weight
55.1%
Top 10 weight
89.7%
Voting Authority Distribution
Total shares with voting rights: 3.99M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.09M | SH | $42.27M 24.15% | 0.00 | 0.00 | 1.09M |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 380.07K | SH | $29.41M 16.81% | 0.00 | 0.00 | 380.07K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 728.29K | SH | $24.74M 14.14% | 0.00 | 0.00 | 728.29K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 454.37K | SH | $19.18M 10.96% | 0.00 | 0.00 | 454.37K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 624.35K | SH | $15.45M 8.83% | 0.00 | 0.00 | 624.35K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 184.15K | SH | $9.53M 5.44% | 0.00 | 0.00 | 184.15K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 194.06K | SH | $7.97M 4.56% | 0.00 | 0.00 | 194.06K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 74.68K | SH | $3.17M 1.81% | 0.00 | 0.00 | 74.68K |
APPLE INCSOLE | COM | 11.78K | SH | $2.99M 1.71% | 0.00 | 0.00 | 11.78K |
CVB FINL CORPSOLE | COM | 117.45K | SH | $2.28M 1.30% | 0.00 | 0.00 | 117.45K |
NVIDIA CORPORATIONSOLE | COM | 12.07K | SH | $2.11M 1.20% | 0.00 | 0.00 | 12.07K |
MICROSOFT CORPSOLE | COM | 4.50K | SH | $1.66M 0.95% | 0.00 | 0.00 | 4.50K |
ALPHABET INCSOLE | CAP STK CL C | 3.60K | SH | $1.03M 0.59% | 0.00 | 0.00 | 3.60K |
EXXON MOBIL CORPSOLE | COM | 5.75K | SH | $975.4K 0.56% | 0.00 | 0.00 | 5.75K |
PARKER-HANNIFIN CORPSOLE | COM | 1.05K | SH | $943.6K 0.54% | 0.00 | 0.00 | 1.05K |
ALPHABET INCSOLE | CAP STK CL A | 3.19K | SH | $917.1K 0.52% | 0.00 | 0.00 | 3.19K |
META PLATFORMS INCSOLE | CL A | 1.53K | SH | $875.4K 0.50% | 0.00 | 0.00 | 1.53K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 20.21K | SH | $856.1K 0.49% | 0.00 | 0.00 | 20.21K |
AMAZON COM INCSOLE | COM | 4.08K | SH | $850.0K 0.49% | 0.00 | 0.00 | 4.08K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $718.1K 0.41% | 0.00 | 0.00 | 1.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 19.81K | SH | $707.3K 0.40% | 0.00 | 0.00 | 19.81K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.43K | SH | $682.9K 0.39% | 0.00 | 0.00 | 1.43K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 671.00 | SH | $668.4K 0.38% | 0.00 | 0.00 | 671.00 |
JPMORGAN CHASE & COSOLE | COM | 1.66K | SH | $487.4K 0.28% | 0.00 | 0.00 | 1.66K |
GENERAL DYNAMICS CORPSOLE | COM | 1.32K | SH | $452.4K 0.26% | 0.00 | 0.00 | 1.32K |