MERIDIAN, ID
Allocation by class
Portfolio Concentration
Top 3 weight
49.2%
Top 10 weight
82.6%
Voting Authority Distribution
Total shares with voting rights: 2.27M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.27M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 95.21K | SH | $56.89M 29.22% | 0.00 | 0.00 | 95.21K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 533.17K | SH | $20.77M 10.67% | 0.00 | 0.00 | 533.17K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 63.39K | SH | $18.21M 9.35% | 0.00 | 0.00 | 63.39K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 45.37K | SH | $14.56M 7.48% | 0.00 | 0.00 | 45.37K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 462.48K | SH | $13.47M 6.92% | 0.00 | 0.00 | 462.48K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 438.25K | SH | $13.45M 6.91% | 0.00 | 0.00 | 438.25K |
ISHARES TRSOLE | CORE S&P SCP ETF | 99.23K | SH | $12.34M 6.34% | 0.00 | 0.00 | 99.23K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 67.12K | SH | $5.04M 2.59% | 0.00 | 0.00 | 67.12K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 35.40K | SH | $3.56M 1.83% | 0.00 | 0.00 | 35.40K |
APPLE INCSOLE | COM | 9.62K | SH | $2.44M 1.25% | 0.00 | 0.00 | 9.62K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 39.24K | SH | $1.79M 0.92% | 0.00 | 0.00 | 39.24K |
MICRON TECHNOLOGY INCSOLE | COM | 5.26K | SH | $1.78M 0.91% | 0.00 | 0.00 | 5.26K |
NVIDIA CORPORATIONSOLE | COM | 9.03K | SH | $1.57M 0.81% | 0.00 | 0.00 | 9.03K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.32K | SH | $1.51M 0.78% | 0.00 | 0.00 | 2.32K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 33.64K | SH | $1.42M 0.73% | 0.00 | 0.00 | 33.64K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 7.56K | SH | $1.12M 0.57% | 0.00 | 0.00 | 7.56K |
ABBVIE INCSOLE | COM | 4.65K | SH | $1.01M 0.52% | 0.00 | 0.00 | 4.65K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 987.00 | SH | $983.3K 0.51% | 0.00 | 0.00 | 987.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 6.70K | SH | $979.5K 0.50% | 0.00 | 0.00 | 6.70K |
EXXON MOBIL CORPSOLE | COM | 5.55K | SH | $942.0K 0.48% | 0.00 | 0.00 | 5.55K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 11.70K | SH | $895.2K 0.46% | 0.00 | 0.00 | 11.70K |
AMAZON COM INCSOLE | COM | 4.17K | SH | $867.9K 0.45% | 0.00 | 0.00 | 4.17K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 28.36K | SH | $770.0K 0.40% | 0.00 | 0.00 | 28.36K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 2.19K | SH | $739.1K 0.38% | 0.00 | 0.00 | 2.19K |
OCCIDENTAL PETE CORPSOLE | COM | 10.81K | SH | $702.8K 0.36% | 0.00 | 0.00 | 10.81K |