HOUSTON, TX
Allocation by class
Portfolio Concentration
Top 3 weight
19.5%
Top 10 weight
40.7%
Voting Authority Distribution
Total shares with voting rights: 1.84M
Full voting authority
1.84M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 362.80K | SH | $13.37M 8.73% | 362.80K | 0.00 | 0.00 |
LAZARD ACTIVE ETF TRSOLE | INTL DYNAMIC EQT | 308.27K | SH | $10.81M 7.06% | 308.27K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 121.43K | SH | $5.70M 3.72% | 121.43K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 100.70K | SH | $5.56M 3.63% | 100.70K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.83K | SH | $5.45M 3.56% | 18.83K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 26.26K | SH | $5.25M 3.43% | 26.26K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 6.00 | SH | $4.49M 2.94% | 6.00 | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 49.83K | SH | $4.26M 2.78% | 49.83K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 53.56K | SH | $4.14M 2.70% | 53.56K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 34.16K | SH | $3.29M 2.15% | 34.16K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 22.54K | SH | $3.08M 2.01% | 22.54K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 2.76K | SH | $2.94M 1.92% | 2.76K | 0.00 | 0.00 |
ISHARES TRSOLE | CRE U S REIT ETF | 40.91K | SH | $2.72M 1.78% | 40.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.09K | SH | $2.64M 1.73% | 7.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 10.85K | SH | $2.59M 1.69% | 10.85K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 22.11K | SH | $2.50M 1.64% | 22.11K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 23.23K | SH | $2.41M 1.58% | 23.23K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.58K | SH | $2.32M 1.52% | 6.58K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.85K | SH | $2.21M 1.44% | 5.85K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.17K | SH | $2.21M 1.44% | 6.17K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 27.24K | SH | $2.15M 1.41% | 27.24K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.76K | SH | $2.13M 1.39% | 5.76K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 13.31K | SH | $2.10M 1.37% | 13.31K | 0.00 | 0.00 |
HARBOR ETF TRUSTSOLE | LONG TERM GROWER | 56.63K | SH | $1.84M 1.20% | 56.63K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 1.58K | SH | $1.82M 1.19% | 1.58K | 0.00 | 0.00 |