TUCSON, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
31.2%
Top 10 weight
64.0%
Voting Authority Distribution
Total shares with voting rights: 32.42M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
32.42M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 3.32M | SH | $235.52M 12.51% | 0.00 | 0.00 | 3.32M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 2.60M | SH | $184.59M 9.80% | 0.00 | 0.00 | 2.60M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 3.46M | SH | $167.87M 8.91% | 0.00 | 0.00 | 3.46M |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 1.21M | SH | $133.97M 7.11% | 0.00 | 0.00 | 1.21M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 2.52M | SH | $92.50M 4.91% | 0.00 | 0.00 | 2.52M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.36M | SH | $91.80M 4.87% | 0.00 | 0.00 | 2.36M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 1.61M | SH | $85.03M 4.52% | 0.00 | 0.00 | 1.61M |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 2.78M | SH | $74.02M 3.93% | 0.00 | 0.00 | 2.78M |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 697.53K | SH | $69.66M 3.70% | 0.00 | 0.00 | 697.53K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 2.06M | SH | $69.62M 3.70% | 0.00 | 0.00 | 2.06M |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 1.43M | SH | $48.03M 2.55% | 0.00 | 0.00 | 1.43M |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 1.34M | SH | $43.04M 2.29% | 0.00 | 0.00 | 1.34M |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 614.74K | SH | $33.19M 1.76% | 0.00 | 0.00 | 614.74K |
APPLE INCSOLE | COM | 124.80K | SH | $31.67M 1.68% | 0.00 | 0.00 | 124.80K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 470.81K | SH | $29.40M 1.56% | 0.00 | 0.00 | 470.81K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 839.46K | SH | $28.52M 1.51% | 0.00 | 0.00 | 839.46K |
ISHARES TRSOLE | CORE US AGGBD ET | 210.41K | SH | $20.89M 1.11% | 0.00 | 0.00 | 210.41K |
RBB FUND TRUSTSOLE | LONGVIEW ADVANTG | 336.79K | SH | $19.49M 1.03% | 0.00 | 0.00 | 336.79K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 234.31K | SH | $18.88M 1.00% | 0.00 | 0.00 | 234.31K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 54.69K | SH | $17.55M 0.93% | 0.00 | 0.00 | 54.69K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 160.53K | SH | $13.62M 0.72% | 0.00 | 0.00 | 160.53K |
ISHARES TRSOLE | CORE S&P SCP ETF | 107.26K | SH | $13.33M 0.71% | 0.00 | 0.00 | 107.26K |
MICROSOFT CORPSOLE | COM | 30.49K | SH | $11.29M 0.60% | 0.00 | 0.00 | 30.49K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 270.99K | SH | $11.14M 0.59% | 0.00 | 0.00 | 270.99K |
CATERPILLAR INCSOLE | COM | 14.96K | SH | $10.60M 0.56% | 0.00 | 0.00 | 14.96K |