RESTON, VA
Allocation by class
Portfolio Concentration
Top 3 weight
36.7%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 1.75M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.75M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 ETF | 51.75K | SH | $18.45M 14.76% | 0.00 | 0.00 | 51.75K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 222.31K | SH | $15.81M 12.65% | 0.00 | 0.00 | 222.31K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 144.34K | SH | $11.64M 9.31% | 0.00 | 0.00 | 144.34K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 269.89K | SH | $9.46M 7.57% | 0.00 | 0.00 | 269.89K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 217.63K | SH | $8.48M 6.78% | 0.00 | 0.00 | 217.63K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 79.26K | SH | $7.43M 5.94% | 0.00 | 0.00 | 79.26K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 135.45K | SH | $5.96M 4.77% | 0.00 | 0.00 | 135.45K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 26.16K | SH | $4.96M 3.97% | 0.00 | 0.00 | 26.16K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 102.85K | SH | $4.93M 3.94% | 0.00 | 0.00 | 102.85K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 45.46K | SH | $4.84M 3.87% | 0.00 | 0.00 | 45.46K |
WISDOMTREE TRSOLE | EM EX ST-OWNED | 118.66K | SH | $4.76M 3.81% | 0.00 | 0.00 | 118.66K |
ISHARES TRSOLE | CORE MSCI TOTAL | 46.29K | SH | $4.01M 3.21% | 0.00 | 0.00 | 46.29K |
ISHARES TRSOLE | CORE S&P SCP ETF | 19.94K | SH | $2.48M 1.98% | 0.00 | 0.00 | 19.94K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 61.30K | SH | $2.08M 1.66% | 0.00 | 0.00 | 61.30K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 37.26K | SH | $1.78M 1.43% | 0.00 | 0.00 | 37.26K |
ISHARES TRSOLE | CORE US AGGBD ET | 16.52K | SH | $1.64M 1.31% | 0.00 | 0.00 | 16.52K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.55K | SH | $1.47M 1.18% | 0.00 | 0.00 | 2.55K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.52K | SH | $1.45M 1.16% | 0.00 | 0.00 | 4.52K |
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 16.24K | SH | $1.38M 1.10% | 0.00 | 0.00 | 16.24K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 2.69K | SH | $1.17M 0.94% | 0.00 | 0.00 | 2.69K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 36.04K | SH | $1.16M 0.93% | 0.00 | 0.00 | 36.04K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 9.79K | SH | $868.7K 0.69% | 0.00 | 0.00 | 9.79K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 3.28K | SH | $814.2K 0.65% | 0.00 | 0.00 | 3.28K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 1.26K | SH | $779.0K 0.62% | 0.00 | 0.00 | 1.26K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 1.91K | SH | $706.5K 0.57% | 0.00 | 0.00 | 1.91K |