GIG HARBOR, WA
Allocation by class
Portfolio Concentration
Top 3 weight
37.8%
Top 10 weight
63.1%
Voting Authority Distribution
Total shares with voting rights: 3.57M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.57M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 825.37K | SH | $32.07M 17.91% | 0.00 | 0.00 | 825.37K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 419.02K | SH | $20.06M 11.20% | 0.00 | 0.00 | 419.02K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 436.21K | SH | $15.50M 8.65% | 0.00 | 0.00 | 436.21K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 203.83K | SH | $9.20M 5.14% | 0.00 | 0.00 | 203.83K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 187.22K | SH | $7.78M 4.34% | 0.00 | 0.00 | 187.22K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 221.29K | SH | $7.65M 4.27% | 0.00 | 0.00 | 221.29K |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 73.56K | SH | $6.47M 3.62% | 0.00 | 0.00 | 73.56K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 48.60K | SH | $5.37M 3.00% | 0.00 | 0.00 | 48.60K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 70.88K | SH | $4.43M 2.47% | 0.00 | 0.00 | 70.88K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 104.16K | SH | $4.40M 2.46% | 0.00 | 0.00 | 104.16K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 87.14K | SH | $4.22M 2.36% | 0.00 | 0.00 | 87.14K |
MICROSOFT CORPSOLE | COM | 9.67K | SH | $3.58M 2.00% | 0.00 | 0.00 | 9.67K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 40.36K | SH | $2.87M 1.60% | 0.00 | 0.00 | 40.36K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 68.33K | SH | $2.66M 1.49% | 0.00 | 0.00 | 68.33K |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 52.44K | SH | $2.45M 1.37% | 0.00 | 0.00 | 52.44K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 103.72K | SH | $2.45M 1.37% | 0.00 | 0.00 | 103.72K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 30.03K | SH | $2.42M 1.35% | 0.00 | 0.00 | 30.03K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 43.54K | SH | $2.30M 1.28% | 0.00 | 0.00 | 43.54K |
TESLA INCSOLE | COM | 5.93K | SH | $2.20M 1.23% | 0.00 | 0.00 | 5.93K |
APPLE INCSOLE | COM | 8.45K | SH | $2.14M 1.20% | 0.00 | 0.00 | 8.45K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 23.75K | SH | $2.02M 1.13% | 0.00 | 0.00 | 23.75K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 26.37K | SH | $1.97M 1.10% | 0.00 | 0.00 | 26.37K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 17.45K | SH | $1.94M 1.08% | 0.00 | 0.00 | 17.45K |
ALPHABET INCSOLE | CAP STK CL C | 6.73K | SH | $1.93M 1.08% | 0.00 | 0.00 | 6.73K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.20K | SH | $1.91M 1.07% | 0.00 | 0.00 | 3.20K |