LEHI, UT
Allocation by class
Portfolio Concentration
Top 3 weight
42.4%
Top 10 weight
62.8%
Voting Authority Distribution
Total shares with voting rights: 2.86M
Full voting authority
53.39K
shares
Joint voting authority
0.00
shares
No voting authority
2.81M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 738.76K | SH | $28.71M 19.47% | 27.01K | 0.00 | 711.75K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 703.06K | SH | $24.98M 16.94% | 14.59K | 0.00 | 688.47K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 257.21K | SH | $8.89M 6.03% | 4.68K | 0.00 | 252.52K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 92.24K | SH | $5.76M 3.91% | 0.00 | 0.00 | 92.24K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 112.06K | SH | $5.37M 3.64% | 0.00 | 0.00 | 112.06K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 97.08K | SH | $4.70M 3.19% | 0.00 | 0.00 | 97.08K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 117.94K | SH | $4.01M 2.72% | 0.00 | 0.00 | 117.94K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 17.68K | SH | $3.47M 2.35% | 0.00 | 0.00 | 17.68K |
ALPHABET INCDFND | CAP STK CL C | 12.09K | SH | $3.47M 2.35% | 0.00 | 0.00 | 12.09K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 72.10K | SH | $3.25M 2.21% | 0.00 | 0.00 | 72.10K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 29.33K | SH | $2.95M 2.00% | 0.00 | 0.00 | 29.33K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.18K | SH | $2.94M 2.00% | 0.00 | 0.00 | 9.18K |
CADENCE DESIGN SYSTEM INCDFND | COM | 10.35K | SH | $2.88M 1.95% | 0.00 | 0.00 | 10.35K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 54.37K | SH | $2.87M 1.95% | 0.00 | 0.00 | 54.37K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 69.46K | SH | $2.71M 1.83% | 0.00 | 0.00 | 69.46K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 6K | SH | $2.62M 1.78% | 0.00 | 0.00 | 6K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 52.75K | SH | $2.23M 1.51% | 0.00 | 0.00 | 52.75K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 27.83K | SH | $2.15M 1.45% | 0.00 | 0.00 | 27.83K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 17.98K | SH | $2.00M 1.36% | 0.00 | 0.00 | 17.98K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 28K | SH | $1.99M 1.35% | 0.00 | 0.00 | 28K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 40.93K | SH | $1.96M 1.33% | 6.67K | 0.00 | 34.26K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 54.76K | SH | $1.85M 1.26% | 0.00 | 0.00 | 54.76K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 36.90K | SH | $1.84M 1.25% | 0.00 | 0.00 | 36.90K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 21.45K | SH | $1.52M 1.03% | 0.00 | 0.00 | 21.45K |
APPLE INCDFND | COM | 5.36K | SH | $1.36M 0.92% | 0.00 | 0.00 | 5.36K |