MAGNOLIA, AR
Allocation by class
Portfolio Concentration
Top 3 weight
24.4%
Top 10 weight
55.0%
Voting Authority Distribution
Total shares with voting rights: 2.28M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.28M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 204.23K | SH | $16.01M 9.60% | 0.00 | 0.00 | 204.23K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 182.35K | SH | $14.46M 8.66% | 0.00 | 0.00 | 182.35K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 23.60K | SH | $10.31M 6.18% | 0.00 | 0.00 | 23.60K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 133.07K | SH | $10.27M 6.15% | 0.00 | 0.00 | 133.07K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 222.85K | SH | $7.96M 4.77% | 0.00 | 0.00 | 222.85K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 37.77K | SH | $7.41M 4.44% | 0.00 | 0.00 | 37.77K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 147.76K | SH | $7.37M 4.42% | 0.00 | 0.00 | 147.76K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 168.27K | SH | $6.56M 3.93% | 0.00 | 0.00 | 168.27K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 81.69K | SH | $6.30M 3.77% | 0.00 | 0.00 | 81.69K |
WALMART INCSOLE | COM | 41.31K | SH | $5.13M 3.08% | 0.00 | 0.00 | 41.31K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 24.51K | SH | $4.52M 2.71% | 0.00 | 0.00 | 24.51K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 80.01K | SH | $3.98M 2.39% | 0.00 | 0.00 | 80.01K |
NVIDIA CORPORATIONSOLE | COM | 22.67K | SH | $3.95M 2.37% | 0.00 | 0.00 | 22.67K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 63.34K | SH | $3.03M 1.82% | 0.00 | 0.00 | 63.34K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 88.61K | SH | $3.00M 1.80% | 0.00 | 0.00 | 88.61K |
EXXON MOBIL CORPSOLE | COM | 17.46K | SH | $2.96M 1.78% | 0.00 | 0.00 | 17.46K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 11.20K | SH | $2.88M 1.73% | 0.00 | 0.00 | 11.20K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 8.31K | SH | $2.51M 1.50% | 0.00 | 0.00 | 8.31K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 10.20K | SH | $2.21M 1.33% | 0.00 | 0.00 | 10.20K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 59.68K | SH | $2.09M 1.25% | 0.00 | 0.00 | 59.68K |
APPLE INCSOLE | COM | 8.12K | SH | $2.06M 1.24% | 0.00 | 0.00 | 8.12K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 6.17K | SH | $1.84M 1.11% | 0.00 | 0.00 | 6.17K |
PROCTER & GAMBLE COSOLE | COM | 11.12K | SH | $1.61M 0.96% | 0.00 | 0.00 | 11.12K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.74K | SH | $1.50M 0.90% | 0.00 | 0.00 | 5.74K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 4.89K | SH | $1.40M 0.84% | 0.00 | 0.00 | 4.89K |