CHAMPAIGN, IL
Allocation by class
Portfolio Concentration
Top 3 weight
24.5%
Top 10 weight
59.3%
Voting Authority Distribution
Total shares with voting rights: 6M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 120.73K | SH | $38.73M 10.63% | 0.00 | 0.00 | 120.73K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 603.53K | SH | $25.48M 7.00% | 0.00 | 0.00 | 603.53K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 495.05K | SH | $25.10M 6.89% | 0.00 | 0.00 | 495.05K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 647.11K | SH | $23.79M 6.53% | 0.00 | 0.00 | 647.11K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 364.22K | SH | $22.75M 6.24% | 0.00 | 0.00 | 364.22K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 284.94K | SH | $18.26M 5.01% | 0.00 | 0.00 | 284.94K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 376.70K | SH | $18.04M 4.95% | 0.00 | 0.00 | 376.70K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 488.13K | SH | $16.53M 4.54% | 0.00 | 0.00 | 488.13K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 285.04K | SH | $13.81M 3.79% | 0.00 | 0.00 | 285.04K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 380.08K | SH | $13.57M 3.73% | 0.00 | 0.00 | 380.08K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 185.42K | SH | $13.19M 3.62% | 0.00 | 0.00 | 185.42K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 198.89K | SH | $10.75M 2.95% | 0.00 | 0.00 | 198.89K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 251.13K | SH | $9.76M 2.68% | 0.00 | 0.00 | 251.13K |
HUBBELL INCSOLE | COM | 18.09K | SH | $8.88M 2.44% | 0.00 | 0.00 | 18.09K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 33.43K | SH | $7.26M 1.99% | 0.00 | 0.00 | 33.43K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 116.20K | SH | $6.13M 1.68% | 0.00 | 0.00 | 116.20K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 111.03K | SH | $5.82M 1.60% | 0.00 | 0.00 | 111.03K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 66.57K | SH | $5.13M 1.41% | 0.00 | 0.00 | 66.57K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 117.20K | SH | $4.62M 1.27% | 0.00 | 0.00 | 117.20K |
MCDONALDS CORPSOLE | COM | 12.19K | SH | $3.79M 1.04% | 0.00 | 0.00 | 12.19K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 48.89K | SH | $3.47M 0.95% | 0.00 | 0.00 | 48.89K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 100.27K | SH | $3.38M 0.93% | 0.00 | 0.00 | 100.27K |
ISHARES TRSOLE | EAFE VALUE ETF | 40.92K | SH | $3.04M 0.84% | 0.00 | 0.00 | 40.92K |
APPLE INCSOLE | COM | 11.55K | SH | $2.93M 0.80% | 0.00 | 0.00 | 11.55K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 32.21K | SH | $2.86M 0.78% | 0.00 | 0.00 | 32.21K |