REDONDO BEACH, CA
Allocation by class
Portfolio Concentration
Top 3 weight
29.3%
Top 10 weight
66.4%
Voting Authority Distribution
Total shares with voting rights: 3.08M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.08M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 384.56K | SH | $20.3K 11.99% | 0.00 | 0.00 | 384.56K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 321.29K | SH | $15.6K 9.19% | 0.00 | 0.00 | 321.29K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 221.40K | SH | $13.8K 8.17% | 0.00 | 0.00 | 221.40K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 301.57K | SH | $13.6K 8.04% | 0.00 | 0.00 | 301.57K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 365.17K | SH | $12.8K 7.56% | 0.00 | 0.00 | 365.17K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 264.83K | SH | $8.5K 5.04% | 0.00 | 0.00 | 264.83K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.27K | SH | $8.0K 4.73% | 0.00 | 0.00 | 12.27K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 96.19K | SH | $6.8K 4.04% | 0.00 | 0.00 | 96.19K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 153.77K | SH | $6.5K 3.83% | 0.00 | 0.00 | 153.77K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 58.70K | SH | $6.5K 3.83% | 0.00 | 0.00 | 58.70K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 73.41K | SH | $5.5K 3.24% | 0.00 | 0.00 | 73.41K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 126.92K | SH | $5.0K 2.96% | 0.00 | 0.00 | 126.92K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 142.04K | SH | $4.8K 2.84% | 0.00 | 0.00 | 142.04K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 55.60K | SH | $4.5K 2.65% | 0.00 | 0.00 | 55.60K |
APPLE INCSOLE | COM | 16.56K | SH | $4.2K 2.48% | 0.00 | 0.00 | 16.56K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 74.38K | SH | $3.8K 2.23% | 0.00 | 0.00 | 74.38K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 5.00 | SH | $3.6K 2.12% | 0.00 | 0.00 | 5.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 59.70K | SH | $2.8K 1.65% | 0.00 | 0.00 | 59.70K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 33.82K | SH | $2.7K 1.61% | 0.00 | 0.00 | 33.82K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 76.69K | SH | $2.6K 1.52% | 0.00 | 0.00 | 76.69K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 55.13K | SH | $2.3K 1.38% | 0.00 | 0.00 | 55.13K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 22.05K | SH | $2.2K 1.30% | 0.00 | 0.00 | 22.05K |
META PLATFORMS INCSOLE | CL A | 2.17K | SH | $1.2K 0.73% | 0.00 | 0.00 | 2.17K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 15.09K | SH | $722.00 0.43% | 0.00 | 0.00 | 15.09K |
AMGEN INCSOLE | COM | 2.03K | SH | $713.00 0.42% | 0.00 | 0.00 | 2.03K |