ST. PAUL, MN
Allocation by class
Portfolio Concentration
Top 3 weight
37.1%
Top 10 weight
66.2%
Voting Authority Distribution
Total shares with voting rights: 14.53M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
14.53M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 572.75K | SH | $174.1K 16.84% | 0.00 | 0.00 | 572.75K |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 2.66M | SH | $125.3K 12.11% | 0.00 | 0.00 | 2.66M |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 1.23M | SH | $84.1K 8.13% | 0.00 | 0.00 | 1.23M |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 1.06M | SH | $66.2K 6.40% | 0.00 | 0.00 | 1.06M |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 850.21K | SH | $45.4K 4.39% | 0.00 | 0.00 | 850.21K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 757.87K | SH | $45.3K 4.38% | 0.00 | 0.00 | 757.87K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 218.22K | SH | $38.6K 3.73% | 0.00 | 0.00 | 218.22K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 482.25K | SH | $38.2K 3.70% | 0.00 | 0.00 | 482.25K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 253.34K | SH | $34.0K 3.29% | 0.00 | 0.00 | 253.34K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 589.13K | SH | $33.6K 3.25% | 0.00 | 0.00 | 589.13K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 342.11K | SH | $31.2K 3.01% | 0.00 | 0.00 | 342.11K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 468.16K | SH | $24.1K 2.33% | 0.00 | 0.00 | 468.16K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 347.83K | SH | $23.8K 2.31% | 0.00 | 0.00 | 347.83K |
ISHARES TRSOLE | CORE S&P TTL STK | 155.41K | SH | $21.0K 2.03% | 0.00 | 0.00 | 155.41K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 421.88K | SH | $20.9K 2.02% | 0.00 | 0.00 | 421.88K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 652.95K | SH | $15.6K 1.50% | 0.00 | 0.00 | 652.95K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 157.57K | SH | $11.7K 1.13% | 0.00 | 0.00 | 157.57K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 43.18K | SH | $10.2K 0.99% | 0.00 | 0.00 | 43.18K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 204.06K | SH | $8.7K 0.84% | 0.00 | 0.00 | 204.06K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 43.44K | SH | $8.5K 0.82% | 0.00 | 0.00 | 43.44K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 61.91K | SH | $6.6K 0.64% | 0.00 | 0.00 | 61.91K |
ISHARES TRSOLE | EAFE VALUE ETF | 102.94K | SH | $6.5K 0.63% | 0.00 | 0.00 | 102.94K |
ISHARES TRSOLE | CORE S&P US VLU | 68.99K | SH | $6.5K 0.63% | 0.00 | 0.00 | 68.99K |
3M COSOLE | COM | 41.36K | SH | $6.3K 0.61% | 0.00 | 0.00 | 41.36K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 223.54K | SH | $6.2K 0.60% | 0.00 | 0.00 | 223.54K |