LOS GATOS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
29.5%
Top 10 weight
56.8%
Voting Authority Distribution
Total shares with voting rights: 2.51M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.51M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 171.20K | SH | $17.26M 12.46% | 0.00 | 0.00 | 171.20K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 454.94K | SH | $16.30M 11.77% | 0.00 | 0.00 | 454.94K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 171.58K | SH | $7.25M 5.24% | 0.00 | 0.00 | 171.58K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 93.08K | SH | $7.20M 5.20% | 0.00 | 0.00 | 93.08K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 96.56K | SH | $7.15M 5.16% | 0.00 | 0.00 | 96.56K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 224.26K | SH | $6.97M 5.03% | 0.00 | 0.00 | 224.26K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 49.77K | SH | $4.53M 3.27% | 0.00 | 0.00 | 49.77K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 81.62K | SH | $4.40M 3.18% | 0.00 | 0.00 | 81.62K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 81.61K | SH | $3.92M 2.83% | 0.00 | 0.00 | 81.61K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 54.52K | SH | $3.74M 2.70% | 0.00 | 0.00 | 54.52K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 86.30K | SH | $3.65M 2.63% | 0.00 | 0.00 | 86.30K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 120.55K | SH | $3.58M 2.58% | 0.00 | 0.00 | 120.55K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 45.46K | SH | $3.58M 2.58% | 0.00 | 0.00 | 45.46K |
ISHARES TRSOLE | ULTRA SHORT DUR | 68.41K | SH | $3.47M 2.50% | 0.00 | 0.00 | 68.41K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 46.69K | SH | $2.97M 2.15% | 0.00 | 0.00 | 46.69K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.45K | SH | $2.87M 2.07% | 0.00 | 0.00 | 9.45K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 40.48K | SH | $2.71M 1.96% | 0.00 | 0.00 | 40.48K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 24.70K | SH | $1.96M 1.41% | 0.00 | 0.00 | 24.70K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 52.95K | SH | $1.74M 1.26% | 0.00 | 0.00 | 52.95K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 31.93K | SH | $1.58M 1.14% | 0.00 | 0.00 | 31.93K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 26.77K | SH | $1.53M 1.10% | 0.00 | 0.00 | 26.77K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 35.16K | SH | $1.51M 1.09% | 0.00 | 0.00 | 35.16K |
NVIDIA CORPORATIONSOLE | COM | 8.80K | SH | $1.39M 1.00% | 0.00 | 0.00 | 8.80K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 26.69K | SH | $1.35M 0.98% | 0.00 | 0.00 | 26.69K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 45.71K | SH | $1.35M 0.97% | 0.00 | 0.00 | 45.71K |