BOULDER, CO
Allocation by class
Portfolio Concentration
Top 3 weight
41.7%
Top 10 weight
70.7%
Voting Authority Distribution
Total shares with voting rights: 2.87M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.87M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 822.04K | SH | $36.47M 23.62% | 0.00 | 0.00 | 822.04K |
DIMENSIONAL ETF TRUSTSOLE | GLOB CO PLUS ETF | 307.64K | SH | $16.75M 10.85% | 0.00 | 0.00 | 307.64K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 87.59K | SH | $11.22M 7.27% | 0.00 | 0.00 | 87.59K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 174.99K | SH | $9.57M 6.20% | 0.00 | 0.00 | 174.99K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 250.90K | SH | $9.35M 6.05% | 0.00 | 0.00 | 250.90K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 188.50K | SH | $9.11M 5.90% | 0.00 | 0.00 | 188.50K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 119.41K | SH | $4.85M 3.14% | 0.00 | 0.00 | 119.41K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 87.09K | SH | $4.16M 2.69% | 0.00 | 0.00 | 87.09K |
DIMENSIONAL ETF TRUSTSOLE | ULTR FIX INC ETF | 75.68K | SH | $3.84M 2.49% | 0.00 | 0.00 | 75.68K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 42.69K | SH | $3.81M 2.47% | 0.00 | 0.00 | 42.69K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 88.74K | SH | $3.44M 2.23% | 0.00 | 0.00 | 88.74K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 1 ETF | 41.87K | SH | $3.43M 2.22% | 0.00 | 0.00 | 41.87K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 77.53K | SH | $3.24M 2.10% | 0.00 | 0.00 | 77.53K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 67.60K | SH | $2.49M 1.61% | 0.00 | 0.00 | 67.60K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 58.01K | SH | $2.45M 1.59% | 0.00 | 0.00 | 58.01K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 20.92K | SH | $2.44M 1.58% | 0.00 | 0.00 | 20.92K |
DIMENSIONAL ETF TRUSTSOLE | INTL COR FIX ETF | 45.37K | SH | $2.43M 1.57% | 0.00 | 0.00 | 45.37K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 24.19K | SH | $2.33M 1.51% | 0.00 | 0.00 | 24.19K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 23.61K | SH | $2.16M 1.40% | 0.00 | 0.00 | 23.61K |
TESLA INCSOLE | COM | 4.69K | SH | $1.97M 1.28% | 0.00 | 0.00 | 4.69K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.50K | SH | $1.87M 1.21% | 0.00 | 0.00 | 2.50K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 59.36K | SH | $1.72M 1.11% | 0.00 | 0.00 | 59.36K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 26.82K | SH | $1.25M 0.81% | 0.00 | 0.00 | 26.82K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 3.87K | SH | $1.17M 0.76% | 0.00 | 0.00 | 3.87K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 15.25K | SH | $1.09M 0.70% | 0.00 | 0.00 | 15.25K |