SYLVANIA, OH
Allocation by class
Portfolio Concentration
Top 3 weight
57.8%
Top 10 weight
73.9%
Voting Authority Distribution
Total shares with voting rights: 17.54M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
17.54M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 9.38M | SH | $416.00M 45.28% | 0.00 | 0.00 | 9.38M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 2.07M | SH | $77.10M 8.39% | 0.00 | 0.00 | 2.07M |
DIMENSIONAL ETF TRUSTSOLE | ULTR FIX INC ETF | 737.99K | SH | $37.47M 4.08% | 0.00 | 0.00 | 737.99K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 484.45K | SH | $37.42M 4.07% | 0.00 | 0.00 | 484.45K |
ELI LILLY & COSOLE | COM | 19.15K | SH | $22.97M 2.50% | 0.00 | 0.00 | 19.15K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 420.19K | SH | $21.11M 2.30% | 0.00 | 0.00 | 420.19K |
APPLE INCSOLE | COM | 65.50K | SH | $18.95M 2.06% | 0.00 | 0.00 | 65.50K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 144.67K | SH | $18.53M 2.02% | 0.00 | 0.00 | 144.67K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 186.64K | SH | $18.01M 1.96% | 0.00 | 0.00 | 186.64K |
HORMEL FOODS CORPSOLE | COM | 475.48K | SH | $11.80M 1.28% | 0.00 | 0.00 | 475.48K |
AMERICAN CENTY ETF TRSOLE | AVAN TOTA EQ ETF | 205.24K | SH | $11.17M 1.22% | 0.00 | 0.00 | 205.24K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 378.78K | SH | $10.97M 1.19% | 0.00 | 0.00 | 378.78K |
NVIDIA CORPORATIONSOLE | COM | 49.17K | SH | $9.84M 1.07% | 0.00 | 0.00 | 49.17K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 260.31K | SH | $9.59M 1.04% | 0.00 | 0.00 | 260.31K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 194.78K | SH | $9.08M 0.99% | 0.00 | 0.00 | 194.78K |
VANGUARD INSTL INDEX FDSOLE | 0 3 MO TR BI ETF | 100.76K | SH | $7.63M 0.83% | 0.00 | 0.00 | 100.76K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 146.20K | SH | $6.17M 0.67% | 0.00 | 0.00 | 146.20K |
ALPHABET INCSOLE | CAP STK CL A | 15.36K | SH | $5.49M 0.60% | 0.00 | 0.00 | 15.36K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 61.10K | SH | $5.45M 0.59% | 0.00 | 0.00 | 61.10K |
ALPHABET INCSOLE | CAP STK CL C | 12.64K | SH | $4.46M 0.49% | 0.00 | 0.00 | 12.64K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 109.19K | SH | $4.44M 0.48% | 0.00 | 0.00 | 109.19K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 87.06K | SH | $4.16M 0.45% | 0.00 | 0.00 | 87.06K |
VISA INCSOLE | COM CL A | 11.05K | SH | $3.79M 0.41% | 0.00 | 0.00 | 11.05K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 36.65K | SH | $3.60M 0.39% | 0.00 | 0.00 | 36.65K |
WALMART INCSOLE | COM | 29.60K | SH | $3.35M 0.36% | 0.00 | 0.00 | 29.60K |