MCLEAN, VA
Allocation by class
Portfolio Concentration
Top 3 weight
51.3%
Top 10 weight
88.3%
Voting Authority Distribution
Total shares with voting rights: 4.71M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.71M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 339.64K | SH | $74.02M 18.36% | 0.00 | 0.00 | 339.64K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 896.83K | SH | $73.49M 18.23% | 0.00 | 0.00 | 896.83K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 830.92K | SH | $59.20M 14.69% | 0.00 | 0.00 | 830.92K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 1.08M | SH | $49.33M 12.24% | 0.00 | 0.00 | 1.08M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 112.90K | SH | $41.78M 10.36% | 0.00 | 0.00 | 112.90K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 102.58K | SH | $20.27M 5.03% | 0.00 | 0.00 | 102.58K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 233.80K | SH | $16.34M 4.05% | 0.00 | 0.00 | 233.80K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 145.17K | SH | $12.16M 3.02% | 0.00 | 0.00 | 145.17K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 161.38K | SH | $5.12M 1.27% | 0.00 | 0.00 | 161.38K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 85.52K | SH | $4.33M 1.07% | 0.00 | 0.00 | 85.52K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 70.42K | SH | $3.65M 0.90% | 0.00 | 0.00 | 70.42K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 13.46K | SH | $3.27M 0.81% | 0.00 | 0.00 | 13.46K |
APPLE INCSOLE | COM | 10.42K | SH | $3.02M 0.75% | 0.00 | 0.00 | 10.42K |
SPDR SERIES TRUSTSOLE | ST SHOR CORP ETF | 89.29K | SH | $2.68M 0.66% | 0.00 | 0.00 | 89.29K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 21.85K | SH | $2.25M 0.56% | 0.00 | 0.00 | 21.85K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 37.51K | SH | $2.24M 0.56% | 0.00 | 0.00 | 37.51K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 24.32K | SH | $2.08M 0.52% | 0.00 | 0.00 | 24.32K |
ISHARES TRSOLE | ESG AWR MSCI USA | 10.38K | SH | $1.70M 0.42% | 0.00 | 0.00 | 10.38K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.28K | SH | $1.56M 0.39% | 0.00 | 0.00 | 2.28K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 17.38K | SH | $1.40M 0.35% | 0.00 | 0.00 | 17.38K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 35.60K | SH | $1.29M 0.32% | 0.00 | 0.00 | 35.60K |
ISHARES INCSOLE | MSCI EMRG CHN | 10.43K | SH | $1.07M 0.26% | 0.00 | 0.00 | 10.43K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 20.17K | SH | $1.03M 0.26% | 0.00 | 0.00 | 20.17K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.89K | SH | $946.2K 0.23% | 0.00 | 0.00 | 1.89K |
ISHARES INCSOLE | ESG AWR MSCI EM | 16.91K | SH | $924.8K 0.23% | 0.00 | 0.00 | 16.91K |