EDINA, MN
Allocation by class
Portfolio Concentration
Top 3 weight
29.9%
Top 10 weight
63.8%
Voting Authority Distribution
Total shares with voting rights: 1.97M
Full voting authority
1.97M
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 | INTL CORE EQT MK | 288.44K | SH | $11.24M 10.79% | 288.44K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 130.69K | SH | $10.53M 10.11% | 130.69K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 254.97K | SH | $9.37M 9.00% | 254.97K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS RESPON U | 109.40K | SH | $8.09M 7.76% | 109.40K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 61.75K | SH | $6.82M 6.55% | 61.75K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS RESPONSI | 80.30K | SH | $5.91M 5.68% | 80.30K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 128.02K | SH | $4.12M 3.96% | 128.02K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 36.54K | SH | $3.68M 3.53% | 36.54K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 33.65K | SH | $3.36M 3.23% | 33.65K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 55.22K | SH | $3.31M 3.18% | 55.22K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 93.87K | SH | $3.29M 3.16% | 93.87K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 67.42K | SH | $2.66M 2.55% | 67.42K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 32.47K | SH | $2.62M 2.51% | 32.47K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS RESPONSI | 38.81K | SH | $2.58M 2.48% | 38.81K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 26.54K | SH | $2.25M 2.16% | 26.54K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 60.70K | SH | $2.16M 2.07% | 60.70K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 90.10K | SH | $2.13M 2.05% | 90.10K | 0.00 | 0.00 |
TIDAL TRUST IISOLE | RTN STACKED BD | 100.94K | SH | $1.90M 1.83% | 100.94K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 15.94K | SH | $1.77M 1.70% | 15.94K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.71K | SH | $1.70M 1.63% | 6.71K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 42.08K | SH | $1.42M 1.37% | 42.08K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 28.90K | SH | $1.12M 1.08% | 28.90K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 23.12K | SH | $1.04M 1.00% | 23.12K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 4.84K | SH | $1.00M 0.96% | 4.84K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 14.30K | SH | $725.4K 0.70% | 14.30K | 0.00 | 0.00 |