TUCSON, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
33.3%
Top 10 weight
66.6%
Voting Authority Distribution
Total shares with voting rights: 35.99M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
35.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 3.83M | SH | $313.76M 13.57% | 0.00 | 0.00 | 3.83M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 2.82M | SH | $232.28M 10.05% | 0.00 | 0.00 | 2.82M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 4.04M | SH | $222.50M 9.63% | 0.00 | 0.00 | 4.04M |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 1.39M | SH | $173.26M 7.50% | 0.00 | 0.00 | 1.39M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 3.35M | SH | $139.97M 6.06% | 0.00 | 0.00 | 3.35M |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 2.38M | SH | $105.70M 4.57% | 0.00 | 0.00 | 2.38M |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 2.44M | SH | $97.97M 4.24% | 0.00 | 0.00 | 2.44M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 1.79M | SH | $96.49M 4.17% | 0.00 | 0.00 | 1.79M |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 2.81M | SH | $81.28M 3.52% | 0.00 | 0.00 | 2.81M |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 749.67K | SH | $77.25M 3.34% | 0.00 | 0.00 | 749.67K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 1.65M | SH | $56.23M 2.43% | 0.00 | 0.00 | 1.65M |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 1.56M | SH | $54.72M 2.37% | 0.00 | 0.00 | 1.56M |
DIMENSIONAL ETF TRUSTSOLE | GLOB CO PLUS ETF | 685.45K | SH | $37.33M 1.62% | 0.00 | 0.00 | 685.45K |
APPLE INCSOLE | COM | 124.28K | SH | $35.96M 1.56% | 0.00 | 0.00 | 123.28K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 465.34K | SH | $32.53M 1.41% | 0.00 | 0.00 | 465.34K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 800.34K | SH | $29.48M 1.28% | 0.00 | 0.00 | 800.34K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 229.47K | SH | $22.14M 0.96% | 0.00 | 0.00 | 229.47K |
RBB FUND TRUSTSOLE | LONGVIEW ADVANTG | 336.79K | SH | $21.87M 0.95% | 0.00 | 0.00 | 336.79K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 57.47K | SH | $21.27M 0.92% | 0.00 | 0.00 | 57.47K |
ISHARES TRSOLE | CORE US AGGBD ET | 200.62K | SH | $19.86M 0.86% | 0.00 | 0.00 | 200.62K |
CATERPILLAR INCSOLE | COM | 14.95K | SH | $15.92M 0.69% | 0.00 | 0.00 | 14.95K |
ISHARES TRSOLE | CORE S&P SCP ETF | 106.62K | SH | $15.81M 0.68% | 0.00 | 0.00 | 106.62K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 169.28K | SH | $15.10M 0.65% | 0.00 | 0.00 | 169.28K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 275.09K | SH | $12.83M 0.55% | 0.00 | 0.00 | 275.09K |
DIMENSIONAL ETF TRUSTSOLE | US LARG VALU ETF | 307.09K | SH | $12.14M 0.53% | 0.00 | 0.00 | 307.09K |