LAS VEGAS, NV
Allocation by class
Portfolio Concentration
Top 3 weight
44.1%
Top 10 weight
87.3%
Voting Authority Distribution
Total shares with voting rights: 2.11M
Full voting authority
2.11M
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 |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 333.96K | SH | $36.89M 23.73% | 333.96K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 179.16K | SH | $17.89M 11.51% | 179.16K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 171.39K | SH | $13.82M 8.89% | 171.39K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 123.28K | SH | $13.71M 8.82% | 123.28K | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 222.06K | SH | $11.31M 7.28% | 222.06K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 118.44K | SH | $10.05M 6.46% | 118.44K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 200.80K | SH | $10.03M 6.45% | 200.80K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 111.29K | SH | $8.33M 5.36% | 111.29K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 146.93K | SH | $7.12M 4.58% | 146.93K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 109K | SH | $6.54M 4.21% | 109K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 48.63K | SH | $3.92M 2.52% | 48.63K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 92.40K | SH | $3.59M 2.31% | 92.40K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 96.99K | SH | $3.47M 2.23% | 96.99K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 69.80K | SH | $2.75M 1.77% | 69.80K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 42.99K | SH | $2.68M 1.73% | 42.99K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 16.96K | SH | $895.1K 0.58% | 16.96K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.44K | SH | $463.4K 0.30% | 1.44K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 725.00 | SH | $347.4K 0.22% | 725.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMERGING | 5.44K | SH | $344.8K 0.22% | 5.44K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 526.00 | SH | $342.1K 0.22% | 526.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.59K | SH | $277.4K 0.18% | 1.59K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 7.39K | SH | $262.6K 0.17% | 7.39K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 562.00 | SH | $208.0K 0.13% | 562.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 5.98K | SH | $206.7K 0.13% | 5.98K | 0.00 | 0.00 |