SYRACUSE, NY
Allocation by class
Portfolio Concentration
Top 3 weight
36.1%
Top 10 weight
70.1%
Voting Authority Distribution
Total shares with voting rights: 7.99M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 912.35K | SH | $56.98M 13.97% | 0.00 | 0.00 | 912.35K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 1.02M | SH | $49.67M 12.18% | 0.00 | 0.00 | 1.02M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 768.45K | SH | $40.56M 9.94% | 0.00 | 0.00 | 768.45K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 524.27K | SH | $37.18M 9.11% | 0.00 | 0.00 | 524.27K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 657.44K | SH | $25.55M 6.26% | 0.00 | 0.00 | 657.44K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 445.86K | SH | $21.35M 5.23% | 0.00 | 0.00 | 445.86K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 288.88K | SH | $20.55M 5.04% | 0.00 | 0.00 | 288.88K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 322.87K | SH | $12.73M 3.12% | 0.00 | 0.00 | 322.87K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 316.52K | SH | $11.09M 2.72% | 0.00 | 0.00 | 316.52K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 225.33K | SH | $10.17M 2.49% | 0.00 | 0.00 | 225.33K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 275.70K | SH | $9.34M 2.29% | 0.00 | 0.00 | 275.70K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 148.26K | SH | $7.52M 1.84% | 0.00 | 0.00 | 148.26K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 164.48K | SH | $6.41M 1.57% | 0.00 | 0.00 | 164.48K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 150.90K | SH | $5.55M 1.36% | 0.00 | 0.00 | 150.90K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 154.98K | SH | $5.35M 1.31% | 0.00 | 0.00 | 154.98K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 194.29K | SH | $5.16M 1.27% | 0.00 | 0.00 | 194.29K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 134.16K | SH | $4.77M 1.17% | 0.00 | 0.00 | 134.16K |
EA SERIES TRUSTSOLE | EA BRIDGEWAY OMN | 186K | SH | $4.72M 1.16% | 0.00 | 0.00 | 186K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 53.31K | SH | $4.18M 1.02% | 0.00 | 0.00 | 53.31K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 99.14K | SH | $3.37M 0.83% | 0.00 | 0.00 | 99.14K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 96.29K | SH | $3.24M 0.79% | 0.00 | 0.00 | 96.29K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 35.94K | SH | $2.65M 0.65% | 0.00 | 0.00 | 35.94K |
ISHARES TRSOLE | CORE S&P TTL STK | 17.27K | SH | $2.46M 0.60% | 0.00 | 0.00 | 17.27K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 22.06K | SH | $2.44M 0.60% | 0.00 | 0.00 | 22.06K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 24.06K | SH | $2.40M 0.59% | 0.00 | 0.00 | 24.06K |