WINTER PARK, FL
Allocation by class
Portfolio Concentration
Top 3 weight
19.5%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 1.07M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.07M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 39.01K | SH | $9.90M 7.96% | 0.00 | 0.00 | 39.01K |
NVIDIA CORPORATIONSOLE | COM | 49.87K | SH | $8.70M 6.99% | 0.00 | 0.00 | 49.87K |
MICROSOFT CORPSOLE | COM | 15.19K | SH | $5.62M 4.52% | 0.00 | 0.00 | 15.19K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 157.05K | SH | $5.58M 4.48% | 0.00 | 0.00 | 157.05K |
ALPHABET INCSOLE | CAP STK CL C | 18.16K | SH | $5.21M 4.19% | 0.00 | 0.00 | 18.16K |
AMAZON COM INCSOLE | COM | 19.62K | SH | $4.09M 3.28% | 0.00 | 0.00 | 19.62K |
ALPHABET INCSOLE | CAP STK CL A | 11.32K | SH | $3.25M 2.61% | 0.00 | 0.00 | 11.32K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 44.96K | SH | $3.19M 2.56% | 0.00 | 0.00 | 44.96K |
JPMORGAN CHASE & COSOLE | COM | 8.35K | SH | $2.45M 1.97% | 0.00 | 0.00 | 8.35K |
META PLATFORMS INCSOLE | CL A | 3.92K | SH | $2.24M 1.80% | 0.00 | 0.00 | 3.92K |
VISA INCSOLE | COM CL A | 7.21K | SH | $2.18M 1.75% | 0.00 | 0.00 | 7.21K |
BROADCOM INCSOLE | COM | 6.65K | SH | $2.06M 1.65% | 0.00 | 0.00 | 6.65K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.08K | SH | $2.00M 1.61% | 0.00 | 0.00 | 3.08K |
EXXON MOBIL CORPSOLE | COM | 11.75K | SH | $1.99M 1.60% | 0.00 | 0.00 | 11.75K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 30.94K | SH | $1.93M 1.55% | 0.00 | 0.00 | 30.94K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.01K | SH | $1.92M 1.54% | 0.00 | 0.00 | 4.01K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 51.88K | SH | $1.76M 1.41% | 0.00 | 0.00 | 51.88K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 47.48K | SH | $1.61M 1.30% | 0.00 | 0.00 | 47.48K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 9.86K | SH | $1.44M 1.16% | 0.00 | 0.00 | 9.86K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 9.65K | SH | $1.41M 1.13% | 0.00 | 0.00 | 9.65K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 6.94K | SH | $1.36M 1.09% | 0.00 | 0.00 | 6.94K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.35K | SH | $1.35M 1.08% | 0.00 | 0.00 | 1.35K |
ELI LILLY & COSOLE | COM | 1.27K | SH | $1.17M 0.94% | 0.00 | 0.00 | 1.27K |
WALMART INCSOLE | COM | 9.10K | SH | $1.13M 0.91% | 0.00 | 0.00 | 9.10K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 30.01K | SH | $1.10M 0.89% | 0.00 | 0.00 | 30.01K |