NORTH LAS VEGAS, NV
Allocation by class
Portfolio Concentration
Top 3 weight
30.3%
Top 10 weight
65.4%
Voting Authority Distribution
Total shares with voting rights: 5.07M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.07M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 735.42K | SH | $38.01M 14.41% | 0.00 | 0.00 | 735.42K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 542.73K | SH | $22.91M 8.69% | 0.00 | 0.00 | 542.73K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 462.73K | SH | $19.09M 7.24% | 0.00 | 0.00 | 462.73K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 411.04K | SH | $15.94M 6.05% | 0.00 | 0.00 | 411.04K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 337.69K | SH | $13.72M 5.20% | 0.00 | 0.00 | 337.69K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 283.67K | SH | $13.44M 5.10% | 0.00 | 0.00 | 283.67K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 157.69K | SH | $12.92M 4.90% | 0.00 | 0.00 | 157.69K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 339.78K | SH | $12.66M 4.80% | 0.00 | 0.00 | 339.78K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 96.69K | SH | $12.06M 4.57% | 0.00 | 0.00 | 96.69K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 231.56K | SH | $11.71M 4.44% | 0.00 | 0.00 | 231.56K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 276.09K | SH | $11.08M 4.20% | 0.00 | 0.00 | 276.09K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 112.85K | SH | $10.07M 3.82% | 0.00 | 0.00 | 112.85K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 172.40K | SH | $8.35M 3.17% | 0.00 | 0.00 | 172.40K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 76.30K | SH | $7.86M 2.98% | 0.00 | 0.00 | 76.30K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 75.87K | SH | $7.32M 2.78% | 0.00 | 0.00 | 75.87K |
VANGUARD MUN BD FDSSOLE | CORE TAX EXEMPT | 74.72K | SH | $5.71M 2.16% | 0.00 | 0.00 | 74.72K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 42.52K | SH | $5.45M 2.06% | 0.00 | 0.00 | 42.52K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 73.27K | SH | $5.12M 1.94% | 0.00 | 0.00 | 73.27K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 166.17K | SH | $4.81M 1.83% | 0.00 | 0.00 | 166.17K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 52.87K | SH | $4.35M 1.65% | 0.00 | 0.00 | 52.87K |
ISHARES TRSOLE | NATIONAL MUN ETF | 24.68K | SH | $2.66M 1.01% | 0.00 | 0.00 | 24.68K |
ADVANCED MICRO DEVICES INCSOLE | COM | 3.50K | SH | $2.03M 0.77% | 0.00 | 0.00 | 3.50K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 26.29K | SH | $2.02M 0.76% | 0.00 | 0.00 | 26.29K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 72.01K | SH | $1.91M 0.72% | 0.00 | 0.00 | 72.01K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 49.22K | SH | $1.43M 0.54% | 0.00 | 0.00 | 49.22K |