ACTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
29.5%
Top 10 weight
64.8%
Voting Authority Distribution
Total shares with voting rights: 1.88M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.88M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 289.81K | SH | $18.10M 13.55% | 0.00 | 0.00 | 289.81K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 283.14K | SH | $11.00M 8.24% | 0.00 | 0.00 | 283.14K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 145.85K | SH | $10.34M 7.74% | 0.00 | 0.00 | 145.85K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 200.93K | SH | $9.74M 7.29% | 0.00 | 0.00 | 200.93K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 115.90K | SH | $9.09M 6.80% | 0.00 | 0.00 | 115.90K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 128.16K | SH | $6.76M 5.06% | 0.00 | 0.00 | 128.16K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 90.96K | SH | $6.47M 4.84% | 0.00 | 0.00 | 90.96K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.92K | SH | $5.33M 3.99% | 0.00 | 0.00 | 8.92K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 106.31K | SH | $4.93M 3.69% | 0.00 | 0.00 | 106.31K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.02K | SH | $4.82M 3.61% | 0.00 | 0.00 | 15.02K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 21.49K | SH | $4.67M 3.50% | 0.00 | 0.00 | 21.49K |
ISHARES TRSOLE | CORE S&P TTL STK | 28.89K | SH | $4.12M 3.08% | 0.00 | 0.00 | 28.89K |
ISHARES INCSOLE | CORE MSCI EMKT | 52.07K | SH | $3.63M 2.72% | 0.00 | 0.00 | 52.07K |
ELI LILLY & COSOLE | COM | 3.37K | SH | $3.10M 2.32% | 0.00 | 0.00 | 3.37K |
ISHARES TRSOLE | CORE MSCI INTL | 31.11K | SH | $2.60M 1.95% | 0.00 | 0.00 | 31.11K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 42.98K | SH | $2.10M 1.57% | 0.00 | 0.00 | 42.98K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 9.48K | SH | $2.02M 1.52% | 0.00 | 0.00 | 9.48K |
NVIDIA CORPORATIONSOLE | COM | 10.91K | SH | $1.90M 1.42% | 0.00 | 0.00 | 10.91K |
ABBVIE INCSOLE | COM | 8.72K | SH | $1.90M 1.42% | 0.00 | 0.00 | 8.72K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 42.33K | SH | $1.44M 1.08% | 0.00 | 0.00 | 42.33K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 34.07K | SH | $1.34M 1.01% | 0.00 | 0.00 | 34.07K |
APPLE INCSOLE | COM | 4.74K | SH | $1.20M 0.90% | 0.00 | 0.00 | 4.74K |
EA SERIES TRUSTSOLE | EA BRIDGEWAY OMN | 43.51K | SH | $1.10M 0.83% | 0.00 | 0.00 | 43.51K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 19.58K | SH | $1.06M 0.79% | 0.00 | 0.00 | 19.58K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 3.98K | SH | $987.2K 0.74% | 0.00 | 0.00 | 3.98K |