HOUSTON, TX
Allocation by class
Portfolio Concentration
Top 3 weight
18.3%
Top 10 weight
41.3%
Voting Authority Distribution
Total shares with voting rights: 1.54M
Full voting authority
1.54M
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 | 301.10K | SH | $10.23M 8.20% | 301.10K | 0.00 | 0.00 |
LAZARD ACTIVE ETF TRSOLE | INTL DYNAMIC EQT | 237.49K | SH | $7.54M 6.04% | 237.49K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 7.00 | SH | $5.03M 4.03% | 7.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 90.64K | SH | $5.02M 4.02% | 90.64K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.56K | SH | $4.46M 3.57% | 17.56K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 90.22K | SH | $4.25M 3.40% | 90.22K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 49.38K | SH | $3.81M 3.05% | 49.38K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 21.82K | SH | $3.81M 3.05% | 21.82K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 22.09K | SH | $3.75M 3.00% | 22.09K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 47.06K | SH | $3.64M 2.92% | 47.06K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 28.93K | SH | $2.57M 2.06% | 28.93K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 20.61K | SH | $2.56M 2.05% | 20.61K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.39K | SH | $2.37M 1.90% | 6.39K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 23.20K | SH | $2.25M 1.81% | 23.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.89K | SH | $2.06M 1.65% | 9.89K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 2.77K | SH | $1.96M 1.57% | 2.77K | 0.00 | 0.00 |
ISHARES TRSOLE | CRE U S REIT ETF | 32.60K | SH | $1.93M 1.55% | 32.60K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.78K | SH | $1.85M 1.49% | 5.78K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.13K | SH | $1.76M 1.41% | 6.13K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.67K | SH | $1.75M 1.41% | 5.67K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 20.93K | SH | $1.66M 1.33% | 20.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.51K | SH | $1.58M 1.27% | 5.51K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.68K | SH | $1.37M 1.10% | 3.68K | 0.00 | 0.00 |
HARBOR ETF TRUSTSOLE | LONG TERM GROWER | 46.76K | SH | $1.30M 1.04% | 46.76K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 4.36K | SH | $1.28M 1.03% | 4.36K | 0.00 | 0.00 |