WELLESLEY, MA
Allocation by class
Portfolio Concentration
Top 3 weight
44.3%
Top 10 weight
75.9%
Voting Authority Distribution
Total shares with voting rights: 8.71M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.71M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY ETF | 1.33M | SH | $64.18M 19.32% | 0.00 | 0.00 | 1.33M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 2.21M | SH | $53.67M 16.15% | 0.00 | 0.00 | 2.21M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 534.15K | SH | $29.27M 8.81% | 0.00 | 0.00 | 534.15K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 1.02M | SH | $24.58M 7.40% | 0.00 | 0.00 | 1.02M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 549.90K | SH | $22.95M 6.91% | 0.00 | 0.00 | 549.90K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 369.09K | SH | $17.12M 5.15% | 0.00 | 0.00 | 369.09K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 443.28K | SH | $11.26M 3.39% | 0.00 | 0.00 | 443.28K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 222.98K | SH | $10.62M 3.20% | 0.00 | 0.00 | 222.98K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 469.44K | SH | $10.10M 3.04% | 0.00 | 0.00 | 469.44K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 163.16K | SH | $8.54M 2.57% | 0.00 | 0.00 | 163.16K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 100.71K | SH | $7.15M 2.15% | 0.00 | 0.00 | 100.71K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 84.75K | SH | $6.35M 1.91% | 0.00 | 0.00 | 84.75K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 VAL | 58.01K | SH | $4.78M 1.44% | 0.00 | 0.00 | 58.01K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 121.49K | SH | $3.99M 1.20% | 0.00 | 0.00 | 121.49K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 83.44K | SH | $3.65M 1.10% | 0.00 | 0.00 | 83.44K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 92.35K | SH | $3.19M 0.96% | 0.00 | 0.00 | 92.35K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 124.62K | SH | $3.04M 0.91% | 0.00 | 0.00 | 124.62K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 GRTH | 26.57K | SH | $2.48M 0.75% | 0.00 | 0.00 | 26.57K |
ISHARES TRSOLE | CORE S&P MCP ETF | 9.21K | SH | $2.41M 0.72% | 0.00 | 0.00 | 9.21K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000GRW | 13.30K | SH | $2.35M 0.71% | 0.00 | 0.00 | 13.30K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.24K | SH | $2.34M 0.70% | 0.00 | 0.00 | 5.24K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000VAL | 18.68K | SH | $2.31M 0.70% | 0.00 | 0.00 | 18.68K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 64.03K | SH | $1.75M 0.53% | 0.00 | 0.00 | 64.03K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 6.84K | SH | $1.57M 0.47% | 0.00 | 0.00 | 6.84K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 63.73K | SH | $1.51M 0.45% | 0.00 | 0.00 | 63.73K |