AUSTIN, TX
Allocation by class
Portfolio Concentration
Top 3 weight
28.7%
Top 10 weight
53.4%
Voting Authority Distribution
Total shares with voting rights: 7.01M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.01M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 927.58K | SH | $59.44M 11.73% | 0.00 | 0.00 | 927.58K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 179.27K | SH | $57.51M 11.35% | 0.00 | 0.00 | 179.27K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 65.14K | SH | $28.45M 5.62% | 0.00 | 0.00 | 65.14K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 131.64K | SH | $25.83M 5.10% | 0.00 | 0.00 | 131.64K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 168.65K | SH | $18.63M 3.68% | 0.00 | 0.00 | 168.65K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 229.93K | SH | $18.53M 3.66% | 0.00 | 0.00 | 229.93K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 229.68K | SH | $18.51M 3.65% | 0.00 | 0.00 | 229.68K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 436.31K | SH | $18.29M 3.61% | 0.00 | 0.00 | 436.31K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 248.09K | SH | $13.86M 2.73% | 0.00 | 0.00 | 248.09K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 212.02K | SH | $11.46M 2.26% | 0.00 | 0.00 | 212.02K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 227.99K | SH | $10.02M 1.98% | 0.00 | 0.00 | 227.99K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 184.15K | SH | $9.72M 1.92% | 0.00 | 0.00 | 184.15K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 97.07K | SH | $9.69M 1.91% | 0.00 | 0.00 | 97.07K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST UQ EQT | 220.50K | SH | $9.58M 1.89% | 0.00 | 0.00 | 220.50K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 166.35K | SH | $8.78M 1.73% | 0.00 | 0.00 | 166.35K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 314.02K | SH | $8.35M 1.65% | 0.00 | 0.00 | 314.02K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 140.38K | SH | $7.68M 1.52% | 0.00 | 0.00 | 140.38K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 137.97K | SH | $6.94M 1.37% | 0.00 | 0.00 | 137.97K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 143.11K | SH | $6.94M 1.37% | 0.00 | 0.00 | 143.11K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 145.02K | SH | $6.91M 1.36% | 0.00 | 0.00 | 145.02K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 153.31K | SH | $6.88M 1.36% | 0.00 | 0.00 | 153.31K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 25.98K | SH | $6.81M 1.34% | 0.00 | 0.00 | 25.98K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 150.53K | SH | $6.76M 1.33% | 0.00 | 0.00 | 150.53K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 122.73K | SH | $6.36M 1.25% | 0.00 | 0.00 | 122.73K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 122.18K | SH | $6.16M 1.22% | 0.00 | 0.00 | 122.18K |