ARMONK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
16.6%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 2.58M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.58M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 171.55K | SH | $12.16M 6.65% | 0.00 | 0.00 | 171.55K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 236.22K | SH | $9.18M 5.02% | 0.00 | 0.00 | 236.22K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 229.33K | SH | $8.93M 4.89% | 0.00 | 0.00 | 229.33K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 108.83K | SH | $8.33M 4.56% | 0.00 | 0.00 | 108.83K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 174.10K | SH | $7.35M 4.02% | 0.00 | 0.00 | 174.10K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 10.00 | SH | $7.18M 3.93% | 0.00 | 0.00 | 10.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 42.77K | SH | $6.09M 3.33% | 0.00 | 0.00 | 42.77K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 157.70K | SH | $5.34M 2.92% | 0.00 | 0.00 | 157.70K |
APPLE INCSOLE | COM | 20.89K | SH | $5.30M 2.90% | 0.00 | 0.00 | 20.89K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.80K | SH | $4.28M 2.34% | 0.00 | 0.00 | 9.80K |
NVIDIA CORPORATIONSOLE | COM | 21.96K | SH | $3.83M 2.10% | 0.00 | 0.00 | 21.96K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 57.26K | SH | $3.51M 1.92% | 0.00 | 0.00 | 57.26K |
MICROSOFT CORPSOLE | COM | 7.92K | SH | $2.93M 1.60% | 0.00 | 0.00 | 7.92K |
ISHARES TRSOLE | S&P 500 VAL ETF | 13.40K | SH | $2.83M 1.55% | 0.00 | 0.00 | 13.40K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 44.62K | SH | $2.60M 1.42% | 0.00 | 0.00 | 44.62K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 21.80K | SH | $2.47M 1.35% | 0.00 | 0.00 | 21.80K |
ISHARES U S ETF TRSOLE | U.S. TECH INDEPD | 27.87K | SH | $2.46M 1.35% | 0.00 | 0.00 | 27.87K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 19.89K | SH | $2.33M 1.27% | 0.00 | 0.00 | 19.89K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 32.51K | SH | $2.31M 1.26% | 0.00 | 0.00 | 32.51K |
AMAZON COM INCSOLE | COM | 10.73K | SH | $2.24M 1.22% | 0.00 | 0.00 | 10.73K |
JPMORGAN CHASE & COSOLE | COM | 7.24K | SH | $2.13M 1.16% | 0.00 | 0.00 | 7.24K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.99K | SH | $1.94M 1.06% | 0.00 | 0.00 | 2.99K |
DICKS SPORTING GOODS INCSOLE | COM | 9.63K | SH | $1.91M 1.04% | 0.00 | 0.00 | 9.63K |
ISHARES TRSOLE | MSCI USA QLT FCT | 9.64K | SH | $1.85M 1.01% | 0.00 | 0.00 | 9.64K |
EXXON MOBIL CORPSOLE | COM | 10.70K | SH | $1.81M 0.99% | 0.00 | 0.00 | 10.70K |