CONCORD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
72.4%
Top 10 weight
92.1%
Voting Authority Distribution
Total shares with voting rights: 3.58M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.58M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 2.03M | SH | $78.74M 43.70% | 0.00 | 0.00 | 2.03M |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 812.12K | SH | $31.64M 17.56% | 0.00 | 0.00 | 812.12K |
VANGUARD TOTAL STK MKTSOLE | ETF | 62.46K | SH | $20.04M 11.12% | 0.00 | 0.00 | 62.46K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 147.68K | SH | $9.46M 5.25% | 0.00 | 0.00 | 147.68K |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE | ETF | 252.83K | SH | $8.56M 4.75% | 0.00 | 0.00 | 252.83K |
APPLE INCSOLE | Stock | 22.72K | SH | $5.77M 3.20% | 0.00 | 0.00 | 22.72K |
VANGUARD VALUE ETFSOLE | ETF | 21.12K | SH | $4.14M 2.30% | 0.00 | 0.00 | 21.12K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 13.88K | SH | $3.64M 2.02% | 0.00 | 0.00 | 13.88K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 41.21K | SH | $2.23M 1.24% | 0.00 | 0.00 | 41.21K |
VANGUARD SMALL CAP VALUE ETFSOLE | ETF | 7.71K | SH | $1.67M 0.93% | 0.00 | 0.00 | 7.71K |
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFSOLE | ETF | 39.12K | SH | $1.61M 0.89% | 0.00 | 0.00 | 39.12K |
ISHARES MSCI EAFE SMALL CAP ETFSOLE | ETF | 17.59K | SH | $1.38M 0.77% | 0.00 | 0.00 | 17.59K |
AVANTIS U.S. EQUITY ETFSOLE | ETF | 7.30K | SH | $812.2K 0.45% | 0.00 | 0.00 | 7.30K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 1.56K | SH | $749.0K 0.42% | 0.00 | 0.00 | 1.56K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 1.05K | SH | $681.2K 0.38% | 0.00 | 0.00 | 1.05K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 991.00 | SH | $647.4K 0.36% | 0.00 | 0.00 | 991.00 |
VANGUARD SHORT-TERM TREASURY ETFSOLE | ETF | 9.57K | SH | $560.5K 0.31% | 0.00 | 0.00 | 9.57K |
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE | ETF | 8.31K | SH | $519.0K 0.29% | 0.00 | 0.00 | 8.31K |
DIMENSIONAL US MARKETWIDE VALUE ETFSOLE | ETF | 9.12K | SH | $442.1K 0.25% | 0.00 | 0.00 | 9.12K |
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETFSOLE | ETF | 9.61K | SH | $407.3K 0.23% | 0.00 | 0.00 | 9.61K |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 5.20K | SH | $401.0K 0.22% | 0.00 | 0.00 | 5.20K |
VANGUARD MEGA CAP ETFSOLE | ETF | 1.67K | SH | $393.8K 0.22% | 0.00 | 0.00 | 1.67K |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 4.84K | SH | $379.8K 0.21% | 0.00 | 0.00 | 4.84K |
VANGUARD MEGA CAP GROWTH ETFSOLE | ETF | 1.02K | SH | $375.6K 0.21% | 0.00 | 0.00 | 1.02K |
FLEXSHARES STOXX US ESG SELECT INDEX FUNDSOLE | ETF | 2.38K | SH | $360.8K 0.20% | 0.00 | 0.00 | 2.38K |