MOLINE, IL
Allocation by class
Portfolio Concentration
Top 3 weight
40.3%
Top 10 weight
79.6%
Voting Authority Distribution
Total shares with voting rights: 21.96M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
21.96M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 3.55M | SH | $180.15M 18.25% | 0.00 | 0.00 | 3.55M |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 2.81M | SH | $134.46M 13.62% | 0.00 | 0.00 | 2.81M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 2.43M | SH | $82.68M 8.38% | 0.00 | 0.00 | 2.43M |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 1.55M | SH | $81.43M 8.25% | 0.00 | 0.00 | 1.55M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.88M | SH | $72.98M 7.39% | 0.00 | 0.00 | 1.88M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.65M | SH | $60.74M 6.15% | 0.00 | 0.00 | 1.65M |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 1.83M | SH | $58.87M 5.96% | 0.00 | 0.00 | 1.83M |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 1.06M | SH | $44.17M 4.48% | 0.00 | 0.00 | 1.06M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 673.88K | SH | $35.57M 3.60% | 0.00 | 0.00 | 673.88K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 711.35K | SH | $34.47M 3.49% | 0.00 | 0.00 | 711.35K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 467.60K | SH | $29.20M 2.96% | 0.00 | 0.00 | 467.60K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 688.46K | SH | $27.15M 2.75% | 0.00 | 0.00 | 688.46K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 300.47K | SH | $21.37M 2.17% | 0.00 | 0.00 | 300.47K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 481.75K | SH | $16.64M 1.69% | 0.00 | 0.00 | 481.75K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 547.11K | SH | $14.54M 1.47% | 0.00 | 0.00 | 547.11K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 411.63K | SH | $13.86M 1.40% | 0.00 | 0.00 | 411.63K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 188.96K | SH | $9.78M 0.99% | 0.00 | 0.00 | 188.96K |
APPLE INCSOLE | COM | 31.89K | SH | $8.09M 0.82% | 0.00 | 0.00 | 31.89K |
DEERE & COSOLE | COM | 14.06K | SH | $7.92M 0.80% | 0.00 | 0.00 | 14.06K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 181.79K | SH | $7.71M 0.78% | 0.00 | 0.00 | 181.79K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 184.74K | SH | $7.59M 0.77% | 0.00 | 0.00 | 184.74K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.63K | SH | $3.17M 0.32% | 0.00 | 0.00 | 6.63K |
VANGUARD INSTL INDEX FDSOLE | ULTRA-SHORT TREA | 24.22K | SH | $1.83M 0.19% | 0.00 | 0.00 | 24.22K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 8.41K | SH | $1.81M 0.18% | 0.00 | 0.00 | 8.41K |
MICROSOFT CORPSOLE | COM | 4.81K | SH | $1.78M 0.18% | 0.00 | 0.00 | 4.81K |