SAN LUIS OBISPO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
45.8%
Top 10 weight
85.7%
Voting Authority Distribution
Total shares with voting rights: 4.47M
Full voting authority
4.47M
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 | WORLD EX US CORE | 1.60M | SH | $58.81M 20.19% | 1.60M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 973.80K | SH | $43.20M 14.83% | 973.80K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 84.66K | SH | $31.33M 10.75% | 84.66K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 205.67K | SH | $26.34M 9.04% | 205.67K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 287.33K | SH | $22.39M 7.68% | 287.33K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 250.01K | SH | $22.30M 7.66% | 250.01K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 202.85K | SH | $14.89M 5.11% | 202.85K | 0.00 | 0.00 |
RBB FUND TRUSTSOLE | LONGVIEW ADVANTG | 167.41K | SH | $10.87M 3.73% | 167.41K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 115.26K | SH | $9.85M 3.38% | 115.26K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 121.09K | SH | $9.57M 3.29% | 121.09K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 80.54K | SH | $7.77M 2.67% | 80.54K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 20.73K | SH | $4.94M 1.70% | 20.73K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS RESPON U | 31.91K | SH | $2.82M 0.97% | 31.91K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.06K | SH | $2.10M 0.72% | 3.06K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVAN RE INTL ETF | 24.96K | SH | $1.99M 0.68% | 24.96K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 38.98K | SH | $1.82M 0.62% | 38.98K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 39.09K | SH | $1.76M 0.61% | 39.09K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 10.45K | SH | $1.64M 0.56% | 10.45K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 17.33K | SH | $1.34M 0.46% | 17.33K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 25.88K | SH | $1.25M 0.43% | 25.88K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 34.13K | SH | $1.00M 0.34% | 34.13K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.64K | SH | $985.8K 0.34% | 2.64K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.71K | SH | $783.6K 0.27% | 2.71K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.53K | SH | $706.1K 0.24% | 3.53K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVA RES MAR ETF | 8.55K | SH | $699.9K 0.24% | 8.55K | 0.00 | 0.00 |