OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
74.4%
Top 10 weight
92.3%
Voting Authority Distribution
Total shares with voting rights: 9.80M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.80M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 3.68M | SH | $143.20M 34.05% | 0.00 | 0.00 | 3.68M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 3.63M | SH | $123.31M 29.32% | 0.00 | 0.00 | 3.63M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 956.40K | SH | $46.35M 11.02% | 0.00 | 0.00 | 956.40K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 355.70K | SH | $22.21M 5.28% | 0.00 | 0.00 | 355.70K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 194.56K | SH | $14.61M 3.47% | 0.00 | 0.00 | 194.56K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 281.71K | SH | $11.58M 2.75% | 0.00 | 0.00 | 281.71K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 144.47K | SH | $10.66M 2.53% | 0.00 | 0.00 | 144.47K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 17.37K | SH | $6.44M 1.53% | 0.00 | 0.00 | 17.37K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 121.84K | SH | $5.14M 1.22% | 0.00 | 0.00 | 121.84K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 110.29K | SH | $4.68M 1.11% | 0.00 | 0.00 | 110.29K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.46K | SH | $4.22M 1.00% | 0.00 | 0.00 | 6.46K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 20.44K | SH | $4.01M 0.95% | 0.00 | 0.00 | 20.44K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 32.60K | SH | $3.63M 0.86% | 0.00 | 0.00 | 32.60K |
ONEOK INC NEWSOLE | COM | 38.03K | SH | $3.44M 0.82% | 0.00 | 0.00 | 38.03K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 45.31K | SH | $1.92M 0.46% | 0.00 | 0.00 | 45.31K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 8.61K | SH | $1.87M 0.44% | 0.00 | 0.00 | 8.61K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.76K | SH | $1.32M 0.31% | 0.00 | 0.00 | 2.76K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 23.24K | SH | $1.11M 0.26% | 0.00 | 0.00 | 23.24K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.56K | SH | $819.9K 0.19% | 0.00 | 0.00 | 2.56K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.21K | SH | $789.5K 0.19% | 0.00 | 0.00 | 1.21K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 6K | SH | $663.3K 0.16% | 0.00 | 0.00 | 6K |
EXXON MOBIL CORPSOLE | COM | 3.62K | SH | $614.0K 0.15% | 0.00 | 0.00 | 3.62K |
CHEVRON CORPORATIONSOLE | COM | 2.69K | SH | $556.2K 0.13% | 0.00 | 0.00 | 2.69K |
ONE GAS INCSOLE | COM | 6.32K | SH | $544.2K 0.13% | 0.00 | 0.00 | 6.32K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 11.62K | SH | $524.1K 0.12% | 0.00 | 0.00 | 11.62K |