AKRON, OH
Allocation by class
Portfolio Concentration
Top 3 weight
39.4%
Top 10 weight
70.1%
Voting Authority Distribution
Total shares with voting rights: 8.88M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.88M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 1.50M | SH | $66.48M 15.81% | 0.00 | 0.00 | 1.50M |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 486.13K | SH | $56.92M 13.54% | 0.00 | 0.00 | 486.13K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.14M | SH | $42.33M 10.07% | 0.00 | 0.00 | 1.14M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 784.81K | SH | $32.75M 7.79% | 0.00 | 0.00 | 784.81K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 694.24K | SH | $29.62M 7.05% | 0.00 | 0.00 | 694.24K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | INTMD TERM TRSRY | 1.49M | SH | $19.03M 4.53% | 0.00 | 0.00 | 1.49M |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 498.49K | SH | $17.01M 4.05% | 0.00 | 0.00 | 498.49K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 106.38K | SH | $13.27M 3.16% | 0.00 | 0.00 | 106.38K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MBS ETF | 220.18K | SH | $10.80M 2.57% | 0.00 | 0.00 | 220.18K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | BOND BULL ETF | 168.48K | SH | $6.59M 1.57% | 0.00 | 0.00 | 168.48K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 59.73K | SH | $5.33M 1.27% | 0.00 | 0.00 | 59.73K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 40.69K | SH | $5.21M 1.24% | 0.00 | 0.00 | 40.69K |
PIMCO ETF TRSOLE | MTG BKD SECS ACT | 98.47K | SH | $4.86M 1.16% | 0.00 | 0.00 | 98.47K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 35.45K | SH | $2.90M 0.69% | 0.00 | 0.00 | 35.45K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 40.11K | SH | $2.80M 0.67% | 0.00 | 0.00 | 40.11K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.27K | SH | $2.69M 0.64% | 0.00 | 0.00 | 7.27K |
APPLE INCSOLE | COM | 9.18K | SH | $2.66M 0.63% | 0.00 | 0.00 | 9.18K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 86.72K | SH | $2.30M 0.55% | 0.00 | 0.00 | 86.72K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 58.63K | SH | $2.27M 0.54% | 0.00 | 0.00 | 58.63K |
AMERICAN CENTY ETF TRSOLE | AVAN U S QUA ETF | 26.92K | SH | $1.78M 0.42% | 0.00 | 0.00 | 26.92K |
NVIDIA CORPORATIONSOLE | COM | 7.90K | SH | $1.58M 0.38% | 0.00 | 0.00 | 7.90K |
T ROWE PRICE EXCHANGE-TRADEDSOLE | FLOATING RATE | 27.80K | SH | $1.40M 0.33% | 0.00 | 0.00 | 27.80K |
ALPHABET INCSOLE | CAP STK CL A | 3.67K | SH | $1.31M 0.31% | 0.00 | 0.00 | 3.67K |
MICRON TECHNOLOGY INCSOLE | COM | 957.00 | SH | $1.10M 0.26% | 0.00 | 0.00 | 957.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 16.10K | SH | $1.06M 0.25% | 0.00 | 0.00 | 16.10K |