KENNEWICK, WA
Allocation by class
Portfolio Concentration
Top 3 weight
42.9%
Top 10 weight
84.3%
Voting Authority Distribution
Total shares with voting rights: 19.58M
Full voting authority
19.58M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 4.92M | SH | $207.63M 17.42% | 4.92M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 1.95M | SH | $177.52M 14.90% | 1.95M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 3.01M | SH | $125.78M 10.56% | 3.01M | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 5-10YR INVT | 2.10M | SH | $111.70M 9.37% | 2.10M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 120.51K | SH | $82.77M 6.95% | 120.51K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 597.32K | SH | $74.52M 6.25% | 597.32K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 847.13K | SH | $66.00M 5.54% | 847.13K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 1.10M | SH | $59.52M 4.99% | 1.10M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 484.54K | SH | $49.93M 4.19% | 484.54K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 1.22M | SH | $49.03M 4.11% | 1.22M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 1.28M | SH | $43.73M 3.67% | 1.28M | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 555.44K | SH | $28.09M 2.36% | 555.44K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 503.16K | SH | $27.68M 2.32% | 503.16K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 32.93K | SH | $7.48M 0.63% | 32.93K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.99K | SH | $6.94M 0.58% | 23.99K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 7.03K | SH | $5.27M 0.44% | 7.03K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 93.14K | SH | $4.68M 0.39% | 93.14K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 36.70K | SH | $3.95M 0.33% | 36.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.43K | SH | $3.52M 0.30% | 9.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 12.90K | SH | $3.18M 0.27% | 12.90K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 34.78K | SH | $3.16M 0.27% | 34.78K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.22K | SH | $2.40M 0.20% | 3.22K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 49.39K | SH | $2.30M 0.19% | 49.39K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 29.79K | SH | $2.28M 0.19% | 29.79K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.91K | SH | $2.19M 0.18% | 5.91K | 0.00 | 0.00 |