REDONDO BEACH, CA
Allocation by class
Portfolio Concentration
Top 3 weight
28.5%
Top 10 weight
65.6%
Voting Authority Distribution
Total shares with voting rights: 3.17M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.17M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 382.37K | SH | $20.7K 10.80% | 0.00 | 0.00 | 382.37K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 318.30K | SH | $17.5K 9.16% | 0.00 | 0.00 | 318.30K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 316.25K | SH | $16.3K 8.55% | 0.00 | 0.00 | 316.25K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 220.71K | SH | $15.4K 8.07% | 0.00 | 0.00 | 220.71K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 373.20K | SH | $14.5K 7.57% | 0.00 | 0.00 | 373.20K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.75K | SH | $9.5K 4.99% | 0.00 | 0.00 | 12.75K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 278.02K | SH | $9.5K 4.96% | 0.00 | 0.00 | 278.02K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 95.55K | SH | $7.9K 4.11% | 0.00 | 0.00 | 95.55K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 60.50K | SH | $7.5K 3.95% | 0.00 | 0.00 | 60.50K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 157.99K | SH | $6.7K 3.49% | 0.00 | 0.00 | 157.99K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 77.62K | SH | $6.0K 3.14% | 0.00 | 0.00 | 77.62K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 144.95K | SH | $5.8K 3.05% | 0.00 | 0.00 | 144.95K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 128.43K | SH | $5.2K 2.69% | 0.00 | 0.00 | 128.43K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 56.35K | SH | $5.1K 2.69% | 0.00 | 0.00 | 56.35K |
APPLE INCSOLE | COM | 17.53K | SH | $5.1K 2.65% | 0.00 | 0.00 | 17.53K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 89.74K | SH | $4.6K 2.38% | 0.00 | 0.00 | 89.74K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 5.00 | SH | $3.7K 1.96% | 0.00 | 0.00 | 5.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 34.65K | SH | $3.3K 1.75% | 0.00 | 0.00 | 34.65K |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 71.76K | SH | $3.3K 1.75% | 0.00 | 0.00 | 71.76K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 76.22K | SH | $2.7K 1.40% | 0.00 | 0.00 | 76.22K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 54.02K | SH | $2.6K 1.38% | 0.00 | 0.00 | 54.02K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 22.59K | SH | $2.3K 1.22% | 0.00 | 0.00 | 22.59K |
META PLATFORMS INCSOLE | CL A | 2.17K | SH | $1.2K 0.64% | 0.00 | 0.00 | 2.17K |
ALPHABET INCSOLE | CAP STK CL C | 2.18K | SH | $769.00 0.40% | 0.00 | 0.00 | 2.18K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 15.50K | SH | $740.00 0.39% | 0.00 | 0.00 | 15.50K |