MANSFIELD, TX
Allocation by class
Portfolio Concentration
Top 3 weight
38.2%
Top 10 weight
66.3%
Voting Authority Distribution
Total shares with voting rights: 3.34M
Full voting authority
3.34M
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 | 899.07K | SH | $35.59M 22.81% | 899.07K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 171.25K | SH | $12.92M 8.28% | 171.25K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 325.19K | SH | $11.14M 7.14% | 325.19K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 177.47K | SH | $8.85M 5.67% | 177.47K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 84.50K | SH | $7.94M 5.09% | 84.50K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST UQ EQT | 148.31K | SH | $7.59M 4.86% | 148.31K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 129.03K | SH | $5.52M 3.54% | 129.03K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 102.05K | SH | $5.26M 3.37% | 102.05K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 110.32K | SH | $4.41M 2.83% | 110.32K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 101.09K | SH | $4.18M 2.68% | 101.09K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 97.72K | SH | $3.88M 2.49% | 97.72K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 96.78K | SH | $3.75M 2.40% | 96.78K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 80.54K | SH | $3.43M 2.20% | 80.54K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 76.11K | SH | $2.99M 1.91% | 76.11K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 46.84K | SH | $2.75M 1.76% | 46.84K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 56.65K | SH | $2.24M 1.44% | 56.65K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | U S EQ 10 BUFFER | 66.78K | SH | $2.18M 1.39% | 66.78K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 33.71K | SH | $1.88M 1.21% | 33.71K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 43.93K | SH | $1.81M 1.16% | 43.93K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 38.10K | SH | $1.81M 1.16% | 38.10K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUFR JAN | 32.13K | SH | $1.77M 1.13% | 32.13K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 42.06K | SH | $1.65M 1.06% | 42.06K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 36.47K | SH | $1.49M 0.96% | 36.47K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 20.39K | SH | $1.22M 0.78% | 20.39K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST S&P 500 | 24.23K | SH | $1.19M 0.76% | 24.23K | 0.00 | 0.00 |