LANCASTER, PA
Allocation by class
Portfolio Concentration
Top 3 weight
39.0%
Top 10 weight
79.8%
Voting Authority Distribution
Total shares with voting rights: 23.91M
Full voting authority
23.91M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD US TOTAL STOCK MKT SHSOLE | ETF | 1.12M | SH | $360.90M 15.51% | 1.12M | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL SSOLE | ETF | 3.95M | SH | $304.77M 13.10% | 3.95M | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 402.89K | SH | $240.75M 10.35% | 402.89K | 0.00 | 0.00 |
ISHARES MSCI ACWI ETFSOLE | ETF | 1.73M | SH | $239.37M 10.29% | 1.73M | 0.00 | 0.00 |
DIMENSIONAL US CORE EQUITY MARSOLE | ETF | 4.48M | SH | $202.12M 8.69% | 4.48M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 228.80K | SH | $148.80M 6.40% | 228.80K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUST INTERNATSOLE | ETF | 3.23M | SH | $114.68M 4.93% | 3.23M | 0.00 | 0.00 |
ISHARES MSCI ACWI EX USSOLE | ETF | 1.41M | SH | $96.70M 4.16% | 1.41M | 0.00 | 0.00 |
VANGUARD TOTAL WORLD STOCK ETFSOLE | ETF | 575.26K | SH | $79.57M 3.42% | 575.26K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETSOLE | ETF | 1.08M | SH | $69.19M 2.97% | 1.08M | 0.00 | 0.00 |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 967.80K | SH | $68.84M 2.96% | 967.80K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUST EMERGINGSOLE | ETF | 1.65M | SH | $56.99M 2.45% | 1.65M | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 170.96K | SH | $33.54M 1.44% | 170.96K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUST US CORESOLE | ETF | 365.43K | SH | $26.34M 1.13% | 365.43K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 33.76K | SH | $22.05M 0.95% | 33.76K | 0.00 | 0.00 |
INVESCO S&P 500 EQUAL WEIGHT ESOLE | ETF | 112.44K | SH | $21.58M 0.93% | 112.44K | 0.00 | 0.00 |
MFC FLEXSHARES TR MORNINGSTARSOLE | COM | 66.53K | SH | $16.06M 0.69% | 66.53K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 ETFSOLE | ETF | 50.08K | SH | $12.42M 0.53% | 50.08K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 99.84K | SH | $12.41M 0.53% | 99.84K | 0.00 | 0.00 |
EA SERIES TRUST ALPHA ARCHITECSOLE | ETF | 177.90K | SH | $9.32M 0.40% | 177.90K | 0.00 | 0.00 |
VANGUARD INSTL INDEX FD TTL STSOLE | COM | 77.22K | SH | $8.32M 0.36% | 77.22K | 0.00 | 0.00 |
GLOBAL X FDS GLB X MLP ENRG ISOLE | ETF | 85.27K | SH | $6.30M 0.27% | 85.27K | 0.00 | 0.00 |
SPDR S&P MIDCAP 400 ETF TRUSTSOLE | ETF | 9.57K | SH | $5.90M 0.25% | 9.57K | 0.00 | 0.00 |
DIMENSIONAL EMERG CORE EQY MRKSOLE | ETF | 166.68K | SH | $5.64M 0.24% | 166.68K | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | COM | 17.76K | SH | $5.10M 0.22% | 17.76K | 0.00 | 0.00 |