BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
11.8%
Top 10 weight
26.7%
Voting Authority Distribution
Total shares with voting rights: 44.31M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
44.31M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 1.87M | SH | $151.64M 4.93% | 0.00 | 0.00 | 1.87M |
ISHARES TRSOLE | CORE S&P500 ETF | 142.22K | SH | $105.84M 3.44% | 0.00 | 0.00 | 142.22K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 1.49M | SH | $104.23M 3.39% | 0.00 | 0.00 | 1.49M |
APPLE INCSOLE | COM | 318.27K | SH | $89.67M 2.91% | 0.00 | 0.00 | 318.27K |
NVIDIA CORPORATIONSOLE | COM | 363.23K | SH | $70.82M 2.30% | 0.00 | 0.00 | 363.23K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 1.59M | SH | $70.00M 2.28% | 0.00 | 0.00 | 1.59M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.08M | SH | $63.75M 2.07% | 0.00 | 0.00 | 1.08M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 1.08M | SH | $58.49M 1.90% | 0.00 | 0.00 | 1.08M |
ISHARES TRSOLE | CORE US AGGBD ET | 551.06K | SH | $54.76M 1.78% | 0.00 | 0.00 | 551.06K |
ISHARES TRSOLE | CORE MSCI EAFE | 530.62K | SH | $51.11M 1.66% | 0.00 | 0.00 | 530.62K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 847.22K | SH | $46.71M 1.52% | 0.00 | 0.00 | 847.22K |
MICROSOFT CORPSOLE | COM | 114.79K | SH | $42.31M 1.38% | 0.00 | 0.00 | 114.79K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 59.79K | SH | $40.72M 1.32% | 0.00 | 0.00 | 59.79K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 975.38K | SH | $40.13M 1.30% | 0.00 | 0.00 | 975.38K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 216.70K | SH | $35.48M 1.15% | 0.00 | 0.00 | 216.70K |
AMAZON COM INCSOLE | COM | 143.39K | SH | $34.43M 1.12% | 0.00 | 0.00 | 143.39K |
ALPHABET INCSOLE | CAP STK CL A | 90.24K | SH | $31.91M 1.04% | 0.00 | 0.00 | 90.24K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 486.71K | SH | $28.80M 0.94% | 0.00 | 0.00 | 486.71K |
BROADCOM INCSOLE | COM | 68.46K | SH | $25.50M 0.83% | 0.00 | 0.00 | 68.46K |
ALPHABET INCSOLE | CAP STK CL C | 69.82K | SH | $24.53M 0.80% | 0.00 | 0.00 | 69.82K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 322.63K | SH | $23.78M 0.77% | 0.00 | 0.00 | 322.63K |
MICRON TECHNOLOGY INCSOLE | COM | 18.79K | SH | $21.52M 0.70% | 0.00 | 0.00 | 18.79K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 134.51K | SH | $20.96M 0.68% | 0.00 | 0.00 | 134.51K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 513.43K | SH | $20.69M 0.67% | 0.00 | 0.00 | 513.43K |
META PLATFORMS INCSOLE | CL A | 35.13K | SH | $19.76M 0.64% | 0.00 | 0.00 | 35.13K |