PRINCETON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
26.0%
Top 10 weight
58.8%
Voting Authority Distribution
Total shares with voting rights: 7.39M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.39M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 933.15K | SH | $36.26M 9.52% | 0.00 | 0.00 | 933.15K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 619.30K | SH | $32.48M 8.53% | 0.00 | 0.00 | 619.30K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 672.50K | SH | $30.34M 7.97% | 0.00 | 0.00 | 672.50K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 399.97K | SH | $23.82M 6.25% | 0.00 | 0.00 | 399.97K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 580.78K | SH | $20.64M 5.42% | 0.00 | 0.00 | 580.78K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 561.41K | SH | $19.40M 5.09% | 0.00 | 0.00 | 561.41K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 439.91K | SH | $17.14M 4.50% | 0.00 | 0.00 | 439.91K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 608.17K | SH | $16.17M 4.24% | 0.00 | 0.00 | 608.17K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 143.39K | SH | $14.32M 3.76% | 0.00 | 0.00 | 143.39K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 120.92K | SH | $13.36M 3.51% | 0.00 | 0.00 | 120.92K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 175.48K | SH | $12.44M 3.27% | 0.00 | 0.00 | 175.48K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 337.90K | SH | $11.84M 3.11% | 0.00 | 0.00 | 337.90K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 116.92K | SH | $9.96M 2.61% | 0.00 | 0.00 | 116.92K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 229.07K | SH | $9.03M 2.37% | 0.00 | 0.00 | 229.07K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 55.54K | SH | $8.12M 2.13% | 0.00 | 0.00 | 55.54K |
APPLE INCSOLE | COM | 31.36K | SH | $7.96M 2.09% | 0.00 | 0.00 | 31.36K |
ISHARES TRSOLE | NATIONAL MUN ETF | 66.78K | SH | $7.09M 1.86% | 0.00 | 0.00 | 66.78K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 48.57K | SH | $5.17M 1.36% | 0.00 | 0.00 | 48.57K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 98.15K | SH | $4.91M 1.29% | 0.00 | 0.00 | 98.15K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 71.77K | SH | $4.48M 1.18% | 0.00 | 0.00 | 71.77K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 67.06K | SH | $3.35M 0.88% | 0.00 | 0.00 | 67.06K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 51.27K | SH | $2.73M 0.72% | 0.00 | 0.00 | 51.27K |
JOHNSON & JOHNSONSOLE | COM | 10.66K | SH | $2.60M 0.68% | 0.00 | 0.00 | 10.66K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 38.98K | SH | $2.50M 0.66% | 0.00 | 0.00 | 38.98K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 20.83K | SH | $2.32M 0.61% | 0.00 | 0.00 | 20.83K |