WEST DES MOINES, IA
Allocation by class
Portfolio Concentration
Top 3 weight
53.3%
Top 10 weight
70.8%
Voting Authority Distribution
Total shares with voting rights: 9.23M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.23M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 3.18M | SH | $123.63M 29.75% | 0.00 | 0.00 | 3.18M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 2.03M | SH | $72.12M 17.35% | 0.00 | 0.00 | 2.03M |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 747.07K | SH | $25.81M 6.21% | 0.00 | 0.00 | 747.07K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 455.69K | SH | $16.75M 4.03% | 0.00 | 0.00 | 455.69K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 180.69K | SH | $12.85M 3.09% | 0.00 | 0.00 | 180.69K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 476.09K | SH | $12.65M 3.04% | 0.00 | 0.00 | 476.09K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 216.78K | SH | $9.78M 2.35% | 0.00 | 0.00 | 216.78K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 185.97K | SH | $9.41M 2.26% | 0.00 | 0.00 | 185.97K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 176.95K | SH | $5.96M 1.43% | 0.00 | 0.00 | 176.95K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 131.87K | SH | $5.14M 1.24% | 0.00 | 0.00 | 131.87K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 51.50K | SH | $4.75M 1.14% | 0.00 | 0.00 | 51.50K |
NVIDIA CORPORATIONSOLE | COM | 24.56K | SH | $4.28M 1.03% | 0.00 | 0.00 | 24.56K |
APPLE INCSOLE | COM | 16.61K | SH | $4.22M 1.01% | 0.00 | 0.00 | 16.61K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 87.84K | SH | $3.61M 0.87% | 0.00 | 0.00 | 87.84K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 77K | SH | $3.55M 0.85% | 0.00 | 0.00 | 77K |
MICROSOFT CORPSOLE | COM | 8.53K | SH | $3.16M 0.76% | 0.00 | 0.00 | 8.53K |
ISHARES TRSOLE | MSCI USA MIN VOL | 33.02K | SH | $3.06M 0.74% | 0.00 | 0.00 | 33.02K |
WALMART INCSOLE | COM | 22.25K | SH | $2.77M 0.67% | 0.00 | 0.00 | 22.25K |
EXXON MOBIL CORPSOLE | COM | 15.62K | SH | $2.65M 0.64% | 0.00 | 0.00 | 15.62K |
META PLATFORMS INCSOLE | CL A | 4.49K | SH | $2.57M 0.62% | 0.00 | 0.00 | 4.49K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.29K | SH | $2.54M 0.61% | 0.00 | 0.00 | 5.29K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 49.38K | SH | $2.52M 0.61% | 0.00 | 0.00 | 49.38K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 28.76K | SH | $2.04M 0.49% | 0.00 | 0.00 | 28.76K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 26.17K | SH | $1.93M 0.46% | 0.00 | 0.00 | 26.17K |
AMAZON COM INCSOLE | COM | 9.19K | SH | $1.91M 0.46% | 0.00 | 0.00 | 9.19K |