SYLVANIA, OH
Allocation by class
Portfolio Concentration
Top 3 weight
56.9%
Top 10 weight
73.5%
Voting Authority Distribution
Total shares with voting rights: 17.22M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
17.22M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 9.23M | SH | $358.75M 43.82% | 0.00 | 0.00 | 9.23M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.96M | SH | $69.51M 8.49% | 0.00 | 0.00 | 1.96M |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 737.71K | SH | $37.41M 4.57% | 0.00 | 0.00 | 737.71K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 437.21K | SH | $33.83M 4.13% | 0.00 | 0.00 | 437.21K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 455.31K | SH | $21.80M 2.66% | 0.00 | 0.00 | 455.31K |
ELI LILLY & COSOLE | COM | 19.10K | SH | $17.57M 2.15% | 0.00 | 0.00 | 19.10K |
APPLE INCSOLE | COM | 66.40K | SH | $16.85M 2.06% | 0.00 | 0.00 | 66.40K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 319.42K | SH | $15.95M 1.95% | 0.00 | 0.00 | 319.42K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 140.47K | SH | $15.62M 1.91% | 0.00 | 0.00 | 140.47K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 175.97K | SH | $14.18M 1.73% | 0.00 | 0.00 | 175.97K |
HORMEL FOODS CORPSOLE | COM | 474.15K | SH | $10.74M 1.31% | 0.00 | 0.00 | 474.15K |
NVIDIA CORPORATIONSOLE | COM | 58.02K | SH | $10.12M 1.24% | 0.00 | 0.00 | 58.02K |
AMERICAN CENTY ETF TRSOLE | AVANTIS TOTAL EQ | 205.24K | SH | $9.65M 1.18% | 0.00 | 0.00 | 205.24K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 270.83K | SH | $9.20M 1.12% | 0.00 | 0.00 | 270.83K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 329.55K | SH | $8.76M 1.07% | 0.00 | 0.00 | 329.55K |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 115.37K | SH | $8.73M 1.07% | 0.00 | 0.00 | 115.37K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 210.34K | SH | $8.64M 1.06% | 0.00 | 0.00 | 210.34K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 192.20K | SH | $8.11M 0.99% | 0.00 | 0.00 | 192.20K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 57.86K | SH | $4.91M 0.60% | 0.00 | 0.00 | 57.86K |
ALPHABET INCSOLE | CAP STK CL A | 15.61K | SH | $4.49M 0.55% | 0.00 | 0.00 | 15.61K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 111.30K | SH | $3.85M 0.47% | 0.00 | 0.00 | 111.30K |
WALMART INCSOLE | COM | 29.58K | SH | $3.68M 0.45% | 0.00 | 0.00 | 29.58K |
ALPHABET INCSOLE | CAP STK CL C | 12.40K | SH | $3.56M 0.43% | 0.00 | 0.00 | 12.40K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 36.65K | SH | $3.45M 0.42% | 0.00 | 0.00 | 36.65K |
VISA INCSOLE | COM CL A | 11.02K | SH | $3.33M 0.41% | 0.00 | 0.00 | 11.02K |