CAMBRIDGE, MA
Allocation by class
Portfolio Concentration
Top 3 weight
36.0%
Top 10 weight
71.7%
Voting Authority Distribution
Total shares with voting rights: 3.60M
Full voting authority
3.46M
shares
Joint voting authority
0.00
shares
No voting authority
140.14K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 564.89K | SH | $23.57M 12.71% | 564.89K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 424.83K | SH | $22.42M 12.09% | 424.83K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 292.37K | SH | $20.80M 11.21% | 292.15K | 0.00 | 226.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 317.45K | SH | $15.38M 8.30% | 317.45K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 179.85K | SH | $11.23M 6.06% | 179.85K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 431.32K | SH | $10.20M 5.50% | 431.32K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 244.16K | SH | $9.63M 5.19% | 244.16K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 207.99K | SH | $7.29M 3.93% | 207.99K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7.38K | SH | $6.79M 3.66% | 0.00 | 0.00 | 7.38K |
APPLE INCSOLE | COM | 22.47K | SH | $5.70M 3.08% | 222.00 | 0.00 | 22.25K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 149.45K | SH | $5.34M 2.88% | 149.45K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 132.85K | SH | $4.47M 2.41% | 132.85K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 111.51K | SH | $3.59M 1.94% | 111.51K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 18.54K | SH | $3.23M 1.74% | 260.00 | 0.00 | 18.28K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 46.12K | SH | $3.17M 1.71% | 46.12K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 21.79K | SH | $2.13M 1.15% | 21.79K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 51.93K | SH | $1.79M 0.97% | 51.93K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 47.10K | SH | $1.69M 0.91% | 47.10K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 37.47K | SH | $1.58M 0.85% | 37.47K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 3.47K | SH | $1.51M 0.82% | 3.47K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 13.10K | SH | $1.19M 0.64% | 13.10K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 10.98K | SH | $1.17M 0.63% | 10.98K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 10.76K | SH | $1.05M 0.56% | 10.76K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 12.78K | SH | $863.0K 0.47% | 12.78K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 24.90K | SH | $841.4K 0.45% | 24.90K | 0.00 | 0.00 |