CHAPEL HILL, NC
Allocation by class
Portfolio Concentration
Top 3 weight
55.5%
Top 10 weight
76.1%
Voting Authority Distribution
Total shares with voting rights: 2.68M
Full voting authority
202.00
shares
Joint voting authority
0.00
shares
No voting authority
2.68M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 505.45K | SH | $39.63M 23.14% | 0.00 | 0.00 | 505.45K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 803.94K | SH | $31.24M 18.24% | 130.00 | 0.00 | 803.81K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 712.29K | SH | $24.20M 14.13% | 72.00 | 0.00 | 712.22K |
NVIDIA CORPORATIONSOLE | COM | 94.58K | SH | $16.49M 9.63% | 0.00 | 0.00 | 94.58K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.08K | SH | $4.52M 2.64% | 0.00 | 0.00 | 14.08K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 61.50K | SH | $3.94M 2.30% | 0.00 | 0.00 | 61.50K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 43.11K | SH | $3.32M 1.94% | 0.00 | 0.00 | 43.11K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.23K | SH | $2.75M 1.61% | 0.00 | 0.00 | 4.23K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 31.11K | SH | $2.21M 1.29% | 0.00 | 0.00 | 31.11K |
APPLE INCDFND | COM | 7.66K | SH | $1.94M 1.14% | 0.00 | 0.00 | 7.66K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.23K | SH | $1.93M 1.13% | 0.00 | 0.00 | 3.23K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 21.63K | SH | $1.59M 0.93% | 0.00 | 0.00 | 21.63K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 28.05K | SH | $1.52M 0.89% | 0.00 | 0.00 | 28.05K |
MICROSOFT CORPDFND | COM | 3.93K | SH | $1.45M 0.85% | 0.00 | 0.00 | 3.93K |
FIRST CTZNS BANCSHARES INC DDFND | CL A | 721.00 | SH | $1.36M 0.79% | 0.00 | 0.00 | 721.00 |
JPMORGAN CHASE & CODFND | COM | 4.59K | SH | $1.35M 0.79% | 0.00 | 0.00 | 4.59K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 17.41K | SH | $1.25M 0.73% | 0.00 | 0.00 | 17.41K |
PALANTIR TECHNOLOGIES INCDFND | CL A | 8.29K | SH | $1.21M 0.71% | 0.00 | 0.00 | 8.29K |
EXXON MOBIL CORPDFND | COM | 5.68K | SH | $964.3K 0.56% | 0.00 | 0.00 | 5.68K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 22.26K | SH | $914.7K 0.53% | 0.00 | 0.00 | 22.26K |
INTEL CORPDFND | COM | 20.22K | SH | $892.2K 0.52% | 0.00 | 0.00 | 20.22K |
SCHWAB CHARLES CORPDFND | COM | 9.34K | SH | $877.6K 0.51% | 0.00 | 0.00 | 9.34K |
ISHARES TRSOLE | MSCI ACWI ETF | 6.24K | SH | $862.7K 0.50% | 0.00 | 0.00 | 6.24K |
ALPHABET INCDFND | CAP STK CL C | 3K | SH | $861.1K 0.50% | 0.00 | 0.00 | 3K |
PHILIP MORRIS INTL INCDFND | COM | 5.14K | SH | $849.4K 0.50% | 0.00 | 0.00 | 5.14K |