ARLINGTON, VA
Allocation by class
Portfolio Concentration
Top 3 weight
25.0%
Top 10 weight
59.6%
Voting Authority Distribution
Total shares with voting rights: 1.83M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.83M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 315.86K | SH | $10.91M 10.08% | 0.00 | 0.00 | 315.86K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 113.44K | SH | $8.18M 7.55% | 0.00 | 0.00 | 113.44K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 109.19K | SH | $8.04M 7.42% | 0.00 | 0.00 | 109.19K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 205.21K | SH | $7.29M 6.73% | 0.00 | 0.00 | 205.21K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 137.06K | SH | $6.59M 6.08% | 0.00 | 0.00 | 137.06K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 164.83K | SH | $6.41M 5.91% | 0.00 | 0.00 | 164.83K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 17.20K | SH | $5.52M 5.10% | 0.00 | 0.00 | 17.20K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.18K | SH | $4.29M 3.96% | 0.00 | 0.00 | 7.18K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 39.97K | SH | $3.99M 3.68% | 0.00 | 0.00 | 39.97K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 39K | SH | $3.31M 3.06% | 0.00 | 0.00 | 39K |
FIDELITY COVINGTON TRUSTSOLE | MSCI RL EST ETF | 116.98K | SH | $3.15M 2.91% | 0.00 | 0.00 | 116.98K |
NVIDIA CORPORATIONSOLE | COM | 14.87K | SH | $2.59M 2.40% | 0.00 | 0.00 | 14.87K |
APPLE INCSOLE | COM | 9.50K | SH | $2.41M 2.23% | 0.00 | 0.00 | 9.50K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 28.69K | SH | $2.31M 2.13% | 0.00 | 0.00 | 28.69K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 60.77K | SH | $2.05M 1.89% | 0.00 | 0.00 | 60.77K |
GRANITESHARES ETF TRSOLE | BBG COMMD K 1 | 75.92K | SH | $1.99M 1.84% | 0.00 | 0.00 | 75.92K |
MICROSOFT CORPSOLE | COM | 4.64K | SH | $1.72M 1.58% | 0.00 | 0.00 | 4.64K |
ALPHABET INCSOLE | CAP STK CL A | 5.84K | SH | $1.68M 1.55% | 0.00 | 0.00 | 5.84K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 63.03K | SH | $1.61M 1.49% | 0.00 | 0.00 | 63.03K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 17.89K | SH | $1.59M 1.47% | 0.00 | 0.00 | 17.89K |
ISHARES TRSOLE | CRE U S REIT ETF | 26.74K | SH | $1.58M 1.46% | 0.00 | 0.00 | 26.74K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 29.67K | SH | $1.48M 1.37% | 0.00 | 0.00 | 29.67K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.65K | SH | $1.27M 1.17% | 0.00 | 0.00 | 2.65K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.71K | SH | $1.11M 1.02% | 0.00 | 0.00 | 1.71K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 9.72K | SH | $1.08M 1.00% | 0.00 | 0.00 | 9.72K |