MOUNT PLEASANT, SC
Allocation by class
Portfolio Concentration
Top 3 weight
32.5%
Top 10 weight
57.1%
Voting Authority Distribution
Total shares with voting rights: 4.68M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.68M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 60.74K | SH | $39.68M 13.47% | 0.00 | 0.00 | 60.74K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.47M | SH | $37.57M 12.76% | 0.00 | 0.00 | 1.47M |
ISHARES TRSOLE | CORE MSCI EAFE | 203.99K | SH | $18.47M 6.27% | 0.00 | 0.00 | 203.99K |
ISHARES TRSOLE | CORE S&P SCP ETF | 124.93K | SH | $15.53M 5.27% | 0.00 | 0.00 | 124.93K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 147.44K | SH | $11.56M 3.92% | 0.00 | 0.00 | 147.44K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 127.56K | SH | $10.53M 3.58% | 0.00 | 0.00 | 127.56K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 315.62K | SH | $9.18M 3.12% | 0.00 | 0.00 | 315.62K |
ISHARES TRSOLE | CORE 1 5 YR USD | 188.92K | SH | $9.16M 3.11% | 0.00 | 0.00 | 188.92K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 78.68K | SH | $8.69M 2.95% | 0.00 | 0.00 | 78.68K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 199.50K | SH | $7.75M 2.63% | 0.00 | 0.00 | 199.50K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.26K | SH | $6.02M 2.04% | 0.00 | 0.00 | 9.26K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 151.01K | SH | $5.08M 1.73% | 0.00 | 0.00 | 151.01K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 41.20K | SH | $4.66M 1.58% | 0.00 | 0.00 | 41.20K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 119.47K | SH | $4.27M 1.45% | 0.00 | 0.00 | 119.47K |
ISHARES TRSOLE | S&P 500 VAL ETF | 19.69K | SH | $4.16M 1.41% | 0.00 | 0.00 | 19.69K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 57.32K | SH | $3.58M 1.22% | 0.00 | 0.00 | 57.32K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 83.36K | SH | $3.29M 1.12% | 0.00 | 0.00 | 83.36K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 42.88K | SH | $3.05M 1.04% | 0.00 | 0.00 | 42.88K |
JPMORGAN CHASE & COSOLE | COM | 10.19K | SH | $3.00M 1.02% | 0.00 | 0.00 | 10.19K |
TESLA INCSOLE | COM | 7.59K | SH | $2.82M 0.96% | 0.00 | 0.00 | 7.59K |
ISHARES TRSOLE | MSCI EAFE ETF | 28.50K | SH | $2.77M 0.94% | 0.00 | 0.00 | 28.50K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 22.88K | SH | $2.54M 0.86% | 0.00 | 0.00 | 22.88K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 73.56K | SH | $2.49M 0.85% | 0.00 | 0.00 | 73.56K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.87K | SH | $2.31M 0.79% | 0.00 | 0.00 | 3.87K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 43.67K | SH | $2.30M 0.78% | 0.00 | 0.00 | 43.67K |