ENCINITAS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
31.3%
Top 10 weight
65.6%
Voting Authority Distribution
Total shares with voting rights: 44.74M
Full voting authority
44.74M
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 U.S. EQUITY MARKET ETFSOLE | ETF | 5.20M | SH | $425.99M 16.55% | 5.20M | 0.00 | 0.00 |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 2.33M | SH | $191.82M 7.45% | 2.33M | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 4.53M | SH | $186.80M 7.26% | 4.53M | 0.00 | 0.00 |
DIMENSIONAL US LARGE CAP VALUE ETFSOLE | ETF | 4.71M | SH | $186.39M 7.24% | 4.71M | 0.00 | 0.00 |
DIMENSIONAL SHORT-DURATION FIXED INCOME ETFSOLE | ETF | 3.64M | SH | $173.67M 6.75% | 3.64M | 0.00 | 0.00 |
DIMENSIONAL CORE FIXED INCOME ETFSOLE | ETF | 3.83M | SH | $161.81M 6.29% | 3.83M | 0.00 | 0.00 |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE | ETF | 3.08M | SH | $123.85M 4.81% | 3.08M | 0.00 | 0.00 |
DIMENSIONAL ULTRASHORT FIXED INCOME ETFSOLE | ETF | 1.87M | SH | $94.77M 3.68% | 1.87M | 0.00 | 0.00 |
DIMENSIONAL US HIGH PROFITABILITY ETFSOLE | ETF | 1.89M | SH | $79.01M 3.07% | 1.89M | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL VALUE ETFSOLE | ETF | 1.18M | SH | $63.74M 2.48% | 1.18M | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | ETF | 725.52K | SH | $62.50M 2.43% | 725.52K | 0.00 | 0.00 |
DIMENSIONAL US REAL ESTATE ETFSOLE | ETF | 2.33M | SH | $60.85M 2.36% | 2.33M | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL SMALL CAP ETFSOLE | ETF | 1.64M | SH | $57.29M 2.23% | 1.64M | 0.00 | 0.00 |
DIMENSIONAL EMERGING MARKETS VALUE ETFSOLE | ETF | 1.27M | SH | $54.11M 2.10% | 1.27M | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 234.81K | SH | $46.98M 1.83% | 234.81K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 122.12K | SH | $45.19M 1.76% | 122.12K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 126.10K | SH | $36.49M 1.42% | 126.10K | 0.00 | 0.00 |
DIMENSIONAL US MARKETWIDE VALUE ETFSOLE | ETF | 326.50K | SH | $17.96M 0.70% | 326.50K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 396.46K | SH | $17.59M 0.68% | 396.46K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 37.85K | SH | $14.12M 0.55% | 37.85K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 171.73K | SH | $12.61M 0.49% | 171.73K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 147.07K | SH | $12.57M 0.49% | 147.07K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 32.55K | SH | $12.30M 0.48% | 32.55K | 0.00 | 0.00 |
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | ETF | 119.10K | SH | $11.99M 0.47% | 119.10K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 159.95K | SH | $11.40M 0.44% | 159.95K | 0.00 | 0.00 |