WINSTON SALEM, NC
Allocation by class
Portfolio Concentration
Top 3 weight
35.6%
Top 10 weight
70.7%
Voting Authority Distribution
Total shares with voting rights: 7.05M
Full voting authority
7.05M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.05M | SH | $39.99M 12.69% | 1.05M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 777.23K | SH | $36.37M 11.54% | 777.23K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 765.89K | SH | $35.68M 11.32% | 765.89K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 383.35K | SH | $28.43M 9.02% | 383.35K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 296.47K | SH | $20.66M 6.56% | 296.47K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 414.20K | SH | $14.27M 4.53% | 414.20K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 431.05K | SH | $14.18M 4.50% | 431.05K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 367.86K | SH | $11.11M 3.53% | 367.86K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 110.47K | SH | $11.03M 3.50% | 110.47K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 330.67K | SH | $10.89M 3.46% | 330.67K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 305.04K | SH | $10.09M 3.20% | 305.04K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 317.03K | SH | $10.04M 3.19% | 317.03K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 406.99K | SH | $9.32M 2.96% | 406.99K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 128.15K | SH | $7.63M 2.42% | 128.15K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 25.13K | SH | $6.06M 1.92% | 25.13K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 119.33K | SH | $5.95M 1.89% | 119.33K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 150.47K | SH | $5.08M 1.61% | 150.47K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMERGING | 78.63K | SH | $4.91M 1.56% | 78.63K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 93.28K | SH | $3.55M 1.13% | 93.28K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 62.17K | SH | $3.13M 0.99% | 62.17K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 107.88K | SH | $2.55M 0.81% | 107.88K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 68.89K | SH | $2.24M 0.71% | 68.89K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 44.35K | SH | $2.14M 0.68% | 44.35K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | INTERMEDIATE TRM | 18.44K | SH | $1.86M 0.59% | 18.44K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 4.47K | SH | $1.73M 0.55% | 4.47K | 0.00 | 0.00 |