CHAMPAIGN, IL
Allocation by class
Portfolio Concentration
Top 3 weight
50.3%
Top 10 weight
77.7%
Voting Authority Distribution
Total shares with voting rights: 8.43M
Full voting authority
8.43M
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 ETF TRUSTSOLE | US CORE EQUITY 2 | 2.29M | SH | $88.99M 22.92% | 2.29M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 993.04K | SH | $53.61M 13.81% | 993.04K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 1.10M | SH | $52.54M 13.53% | 1.10M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 269.70K | SH | $19.12M 4.93% | 269.70K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 458.81K | SH | $16.30M 4.20% | 458.81K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 471.36K | SH | $16.01M 4.12% | 471.36K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 329.58K | SH | $15.97M 4.11% | 329.58K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 287.41K | SH | $15.17M 3.91% | 287.41K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 216.53K | SH | $13.52M 3.48% | 216.53K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 302.69K | SH | $10.46M 2.69% | 302.69K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 260.19K | SH | $9.29M 2.39% | 260.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 109.43K | SH | $7.78M 2.00% | 109.43K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 151.02K | SH | $7.66M 1.97% | 151.02K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 190.97K | SH | $5.08M 1.31% | 190.97K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 101.37K | SH | $4.87M 1.25% | 101.37K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.33K | SH | $4.65M 1.20% | 18.33K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 101.67K | SH | $4.29M 1.11% | 101.67K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 169.10K | SH | $4.00M 1.03% | 169.10K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 100.90K | SH | $3.98M 1.02% | 100.90K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 35.61K | SH | $3.96M 1.02% | 35.61K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 47.05K | SH | $3.79M 0.98% | 47.05K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 72.49K | SH | $2.54M 0.65% | 72.49K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 71.45K | SH | $2.41M 0.62% | 71.45K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL INT | 28.51K | SH | $2.24M 0.58% | 28.51K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 17.59K | SH | $1.29M 0.33% | 17.59K | 0.00 | 0.00 |