BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
11.2%
Top 10 weight
26.1%
Voting Authority Distribution
Total shares with voting rights: 44.38M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
44.38M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 1.87M | SH | $128.53M 4.64% | 0.00 | 0.00 | 1.87M |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 1.49M | SH | $91.34M 3.30% | 0.00 | 0.00 | 1.49M |
ISHARES TRSOLE | CORE S&P500 ETF | 142.22K | SH | $90.30M 3.26% | 0.00 | 0.00 | 142.22K |
APPLE INCSOLE | COM | 318.27K | SH | $78.49M 2.84% | 0.00 | 0.00 | 318.27K |
NVIDIA CORPORATIONSOLE | COM | 363.23K | SH | $59.99M 2.17% | 0.00 | 0.00 | 363.23K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.59M | SH | $59.99M 2.17% | 0.00 | 0.00 | 1.59M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.08M | SH | $56.47M 2.04% | 0.00 | 0.00 | 1.08M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 1.08M | SH | $55.68M 2.01% | 0.00 | 0.00 | 1.08M |
ISHARES TRSOLE | CORE US AGGBD ET | 551.06K | SH | $54.58M 1.97% | 0.00 | 0.00 | 551.06K |
ISHARES TRSOLE | CORE MSCI EAFE | 530.62K | SH | $46.53M 1.68% | 0.00 | 0.00 | 530.62K |
MICROSOFT CORPSOLE | COM | 114.79K | SH | $41.21M 1.49% | 0.00 | 0.00 | 114.79K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 847.22K | SH | $40.25M 1.45% | 0.00 | 0.00 | 847.22K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 975.38K | SH | $36.91M 1.33% | 0.00 | 0.00 | 975.38K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 59.79K | SH | $34.73M 1.25% | 0.00 | 0.00 | 59.79K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 216.70K | SH | $30.91M 1.12% | 0.00 | 0.00 | 216.70K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 486.71K | SH | $28.93M 1.04% | 0.00 | 0.00 | 486.71K |
AMAZON COM INCSOLE | COM | 143.39K | SH | $28.81M 1.04% | 0.00 | 0.00 | 143.39K |
ALPHABET INCSOLE | CAP STK CL A | 90.24K | SH | $24.68M 0.89% | 0.00 | 0.00 | 90.24K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 322.63K | SH | $23.71M 0.86% | 0.00 | 0.00 | 322.63K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 53.96K | SH | $22.66M 0.82% | 0.00 | 0.00 | 53.96K |
BROADCOM INCSOLE | COM | 68.46K | SH | $20.09M 0.73% | 0.00 | 0.00 | 68.46K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 513.43K | SH | $19.63M 0.71% | 0.00 | 0.00 | 513.43K |
ALPHABET INCSOLE | CAP STK CL C | 69.82K | SH | $19.07M 0.69% | 0.00 | 0.00 | 69.82K |
META PLATFORMS INCSOLE | CL A | 35.13K | SH | $18.84M 0.68% | 0.00 | 0.00 | 35.13K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 134.51K | SH | $18.05M 0.65% | 0.00 | 0.00 | 134.51K |