MOUNT PLEASANT, SC
Allocation by class
Portfolio Concentration
Top 3 weight
31.2%
Top 10 weight
72.0%
Voting Authority Distribution
Total shares with voting rights: 3.75M
Full voting authority
3.75M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 564.52K | SH | $20.75M 11.84% | 564.52K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 241.73K | SH | $19.49M 11.12% | 241.73K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 412.99K | SH | $14.47M 8.26% | 412.99K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 300.49K | SH | $14.39M 8.21% | 300.49K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 340.92K | SH | $13.25M 7.56% | 340.92K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 149.35K | SH | $11.00M 6.27% | 149.35K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 285.13K | SH | $9.19M 5.24% | 285.13K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 168.34K | SH | $8.88M 5.07% | 168.34K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 75.05K | SH | $7.49M 4.28% | 75.05K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 215.86K | SH | $7.31M 4.17% | 215.86K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 61.52K | SH | $6.19M 3.53% | 61.52K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 93.49K | SH | $5.61M 3.20% | 93.49K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 235.20K | SH | $5.56M 3.17% | 235.20K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 139.06K | SH | $5.42M 3.09% | 139.06K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | TAXABLE MUN BD | 128.69K | SH | $3.47M 1.98% | 128.69K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 18.07K | SH | $1.59M 0.91% | 18.07K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 3.35K | SH | $1.44M 0.82% | 3.35K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 33.02K | SH | $1.30M 0.74% | 33.02K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 28.18K | SH | $1.27M 0.73% | 28.18K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 14.67K | SH | $1.10M 0.63% | 14.67K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 30.23K | SH | $1.08M 0.62% | 30.23K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 29.32K | SH | $1.05M 0.60% | 29.32K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 27.84K | SH | $989.3K 0.56% | 27.84K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.86K | SH | $979.1K 0.56% | 3.86K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 21.64K | SH | $913.6K 0.52% | 21.64K | 0.00 | 0.00 |