LINDEN, MI
Allocation by class
Portfolio Concentration
Top 3 weight
70.9%
Top 10 weight
94.4%
Voting Authority Distribution
Total shares with voting rights: 4.43M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.43M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 1.52M | SH | $72.55M 35.72% | 0.00 | 0.00 | 1.52M |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 917.10K | SH | $40.68M 20.03% | 0.00 | 0.00 | 917.10K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 827.57K | SH | $30.84M 15.18% | 0.00 | 0.00 | 827.57K |
DIMENSIONAL ETF TRUSTSOLE | ULTR FIX INC ETF | 392.44K | SH | $19.93M 9.81% | 0.00 | 0.00 | 392.44K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 332.82K | SH | $13.53M 6.66% | 0.00 | 0.00 | 332.82K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTA ETF | 181.74K | SH | $4.75M 2.34% | 0.00 | 0.00 | 181.74K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.44K | SH | $3.22M 1.59% | 0.00 | 0.00 | 6.44K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 32.87K | SH | $2.72M 1.34% | 0.00 | 0.00 | 32.87K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 55.87K | SH | $2.36M 1.16% | 0.00 | 0.00 | 55.87K |
ALPHABET INCSOLE | CAP STK CL C | 3.07K | SH | $1.09M 0.53% | 0.00 | 0.00 | 3.07K |
BANK OF AMER CORPSOLE | COM | 15.53K | SH | $885.1K 0.44% | 0.00 | 0.00 | 15.53K |
HUNTINGTON BANCSHARES INCSOLE | COM | 44.21K | SH | $783.9K 0.39% | 0.00 | 0.00 | 44.21K |
ADVANCED MICRO DEVICES INCSOLE | COM | 1K | SH | $580.9K 0.29% | 0.00 | 0.00 | 1K |
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 5.53K | SH | $570.3K 0.28% | 0.00 | 0.00 | 5.53K |
BROADCOM INCSOLE | COM | 1.36K | SH | $515.0K 0.25% | 0.00 | 0.00 | 1.36K |
APPLE INCSOLE | COM | 1.74K | SH | $503.8K 0.25% | 0.00 | 0.00 | 1.74K |
NVIDIA CORPORATIONSOLE | COM | 2.20K | SH | $440.8K 0.22% | 0.00 | 0.00 | 2.20K |
CUMMINS INCSOLE | COM | 488.00 | SH | $348.4K 0.17% | 0.00 | 0.00 | 488.00 |
GE AEROSPACESOLE | COM NEW | 911.00 | SH | $340.4K 0.17% | 0.00 | 0.00 | 911.00 |
JPMORGAN CHASE & COSOLE | COM | 958.00 | SH | $313.4K 0.15% | 0.00 | 0.00 | 958.00 |
CORNING INCSOLE | COM | 1.09K | SH | $279.8K 0.14% | 0.00 | 0.00 | 1.09K |
GE VERNOVA INCSOLE | COM | 225.00 | SH | $264.8K 0.13% | 0.00 | 0.00 | 225.00 |
MICROSOFT CORPSOLE | COM | 569.00 | SH | $212.1K 0.10% | 0.00 | 0.00 | 569.00 |
AMERICAN EXPRESS COSOLE | COM | 606.00 | SH | $205.1K 0.10% | 0.00 | 0.00 | 606.00 |
PALO ALTO NETWORKS INCSOLE | COM | 600.00 | SH | $204.6K 0.10% | 0.00 | 0.00 | 600.00 |