PLANTATION, FL
Allocation by class
Portfolio Concentration
Top 3 weight
58.3%
Top 10 weight
92.6%
Voting Authority Distribution
Total shares with voting rights: 3.55M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.55M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.09M | SH | $53.68M 30.61% | 0.00 | 0.00 | 1.09M |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 317.13K | SH | $24.51M 13.98% | 0.00 | 0.00 | 317.13K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 500.01K | SH | $24.11M 13.75% | 0.00 | 0.00 | 500.01K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 374.11K | SH | $15.55M 8.87% | 0.00 | 0.00 | 374.11K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 271.41K | SH | $11.59M 6.61% | 0.00 | 0.00 | 271.41K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 296.32K | SH | $11.21M 6.39% | 0.00 | 0.00 | 296.32K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 254.34K | SH | $9.57M 5.45% | 0.00 | 0.00 | 254.34K |
ISHARES TRSOLE | INTL SEL DIV ETF | 129.13K | SH | $5.71M 3.26% | 0.00 | 0.00 | 129.13K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.56K | SH | $3.24M 1.85% | 0.00 | 0.00 | 4.56K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 13.98K | SH | $3.18M 1.81% | 0.00 | 0.00 | 13.98K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 62.84K | SH | $2.65M 1.51% | 0.00 | 0.00 | 62.84K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 79.10K | SH | $2.29M 1.31% | 0.00 | 0.00 | 79.10K |
ISHARES TRSOLE | CORE DIV GRWTH | 30.90K | SH | $2.26M 1.29% | 0.00 | 0.00 | 30.90K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 54.78K | SH | $2.01M 1.15% | 0.00 | 0.00 | 54.78K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 27.54K | SH | $1.06M 0.60% | 0.00 | 0.00 | 27.54K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 19.10K | SH | $924.6K 0.53% | 0.00 | 0.00 | 19.10K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 3.15K | SH | $901.6K 0.51% | 0.00 | 0.00 | 3.15K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 10.78K | SH | $345.9K 0.20% | 0.00 | 0.00 | 10.78K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 1.89K | SH | $293.4K 0.17% | 0.00 | 0.00 | 1.89K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 5.50K | SH | $280.9K 0.16% | 0.00 | 0.00 | 5.50K |