ENCINO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
22.8%
Top 10 weight
47.6%
Voting Authority Distribution
Total shares with voting rights: 6.84M
Full voting authority
6.84M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 0-5 YR TIPS ETF | 361.19K | SH | $36.98M 13.55% | 361.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 342.51K | SH | $13.03M 4.77% | 342.51K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 264.60K | SH | $12.33M 4.52% | 264.60K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 242.59K | SH | $12.00M 4.40% | 242.59K | 0.00 | 0.00 |
CAPRICOR THERAPEUTICS INCSOLE | COM NEW | 400K | SH | $11.54M 4.23% | 400K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 246.85K | SH | $9.38M 3.44% | 246.85K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 129.67K | SH | $9.03M 3.31% | 129.67K | 0.00 | 0.00 |
ISHARES TRSOLE | 3YRTB ETF | 116.56K | SH | $8.77M 3.21% | 116.56K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 113.73K | SH | $8.44M 3.09% | 113.73K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 219.86K | SH | $8.38M 3.07% | 219.86K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 155.83K | SH | $7.78M 2.85% | 155.83K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 130.20K | SH | $7.75M 2.84% | 130.20K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 224.04K | SH | $7.66M 2.81% | 224.04K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 217.14K | SH | $7.15M 2.62% | 217.14K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 48.74K | SH | $6.88M 2.52% | 48.74K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 78.80K | SH | $6.87M 2.52% | 78.80K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 197.08K | SH | $6.24M 2.29% | 197.08K | 0.00 | 0.00 |
ORAMED PHARMACEUTICALS INCSOLE | COM NEW | 1.90M | SH | $5.42M 1.98% | 1.90M | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE SML CP ETF | 66.89K | SH | $5.19M 1.90% | 66.89K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 34.44K | SH | $4.87M 1.79% | 34.44K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 122.16K | SH | $3.98M 1.46% | 122.16K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 77.81K | SH | $3.74M 1.37% | 77.81K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 105.03K | SH | $3.39M 1.24% | 105.03K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.88K | SH | $3.06M 1.12% | 4.88K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 12.76K | SH | $2.68M 0.98% | 12.76K | 0.00 | 0.00 |