SIOUX FALLS, SD
Allocation by class
Portfolio Concentration
Top 3 weight
37.5%
Top 10 weight
66.0%
Voting Authority Distribution
Total shares with voting rights: 1.22M
Full voting authority
1.22M
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 | 66.74K | SH | $21.41M 16.96% | 66.74K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 21.83K | SH | $13.04M 10.33% | 21.83K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL SSOLE | ETF | 167.90K | SH | $12.95M 10.26% | 167.90K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUST INTERNATSOLE | ETF | 204.53K | SH | $7.27M 5.76% | 204.53K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUST US CORESOLE | ETF | 96.34K | SH | $6.94M 5.50% | 96.34K | 0.00 | 0.00 |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 82.82K | SH | $5.89M 4.67% | 82.82K | 0.00 | 0.00 |
ISHARES MSCI ACWI ETFSOLE | ETF | 31.06K | SH | $4.30M 3.40% | 31.06K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUST EMERGINGSOLE | ETF | 120.54K | SH | $4.16M 3.30% | 120.54K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETSOLE | ETF | 58.11K | SH | $3.72M 2.95% | 58.11K | 0.00 | 0.00 |
DIMENSIONAL US CORE EQUITY MARSOLE | ETF | 79.67K | SH | $3.59M 2.85% | 79.67K | 0.00 | 0.00 |
ISHARES MSCI ACWI EX USSOLE | ETF | 47.89K | SH | $3.28M 2.60% | 47.89K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 14.47K | SH | $3.01M 2.39% | 14.47K | 0.00 | 0.00 |
TJX COMPANIES INC (NEW) CMNSOLE | COM | 17.90K | SH | $2.86M 2.26% | 17.90K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 12.43K | SH | $2.44M 1.93% | 12.43K | 0.00 | 0.00 |
ALPHABET INC. CMN CLASS ASOLE | COM | 8.26K | SH | $2.38M 1.88% | 8.26K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 4.05K | SH | $2.18M 1.73% | 4.05K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 ETFSOLE | ETF | 7.54K | SH | $1.87M 1.48% | 7.54K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 2.52K | SH | $1.65M 1.30% | 2.52K | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | COM | 5.29K | SH | $1.52M 1.20% | 5.29K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INSOLE | COM | 4.36K | SH | $1.51M 1.19% | 4.36K | 0.00 | 0.00 |
FLEXSHARES QUALITY DIVIDENDSOLE | COM | 14.47K | SH | $1.14M 0.91% | 14.47K | 0.00 | 0.00 |
CONOCOPHILLIPS CMNSOLE | COM | 8.10K | SH | $1.07M 0.85% | 8.10K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 8.10K | SH | $1.01M 0.80% | 8.10K | 0.00 | 0.00 |
VANGUARD ESG U.S. STOCK ETFSOLE | ETF | 8.94K | SH | $1.00M 0.79% | 8.94K | 0.00 | 0.00 |
VANGUARD ESG INTERNATIONAL STOSOLE | ETF | 13.85K | SH | $993.3K 0.79% | 13.85K | 0.00 | 0.00 |