PLANO, TX
Allocation by class
Portfolio Concentration
Top 3 weight
33.2%
Top 10 weight
72.0%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 861.29K | SH | $21.62M 12.65% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 633.36K | SH | $18.42M 10.78% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 310.63K | SH | $16.79M 9.82% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 351.73K | SH | $16.05M 9.39% | 0.00 | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | INTL BD IDX ETF | 77.21K | SH | $11.25M 6.58% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 481.15K | SH | $10.34M 6.05% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 200.81K | SH | $9.70M 5.68% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE-TRADED FSOLE | BETABUILDRS US | 161.08K | SH | $7.53M 4.40% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS RESPONSI | 240.90K | SH | $6.26M 3.66% | 0.00 | 0.00 | 0.00 |
HP INCSOLE | COM | 15.99K | SH | $5.13M 3.00% | 0.00 | 0.00 | 0.00 |
BNY MELLON ETF TRUSTSOLE | US LRG CP CORE | 114.21K | SH | $5.09M 2.98% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 193.97K | SH | $4.80M 2.81% | 0.00 | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 20.98K | SH | $4.32M 2.53% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | BLOOMBERG EMG MK | 30.26K | SH | $3.78M 2.21% | 0.00 | 0.00 | 0.00 |
INVESTMENT MANAGERS SER TR ISOLE | AXS CHANGE FINAN | 68.19K | SH | $3.28M 1.92% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FD INCSOLE | TOTAL BND MRKT | 90.04K | SH | $2.97M 1.74% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | BLOOMBERG EMERGI | 41.31K | SH | $2.65M 1.55% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT INTERNAT | 66.14K | SH | $2.05M 1.20% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ESGADVNCDMSCI EM | 26.49K | SH | $1.85M 1.08% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | JPMORGAN USD EMG | 37.65K | SH | $1.77M 1.03% | 0.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 21.24K | SH | $1.68M 0.98% | 0.00 | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 19.34K | SH | $1.62M 0.95% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT ULT SHR | 50.70K | SH | $1.35M 0.79% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US LARCP | 55.58K | SH | $1.31M 0.76% | 0.00 | 0.00 | 0.00 |
HUMANKIND BENEFIT CORPORATIOSOLE | HUMANKIND US STK | 19.94K | SH | $1.18M 0.69% | 0.00 | 0.00 | 0.00 |