OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
37.4%
Top 10 weight
60.1%
Voting Authority Distribution
Total shares with voting rights: 3.75M
Full voting authority
21.96K
shares
Joint voting authority
0.00
shares
No voting authority
3.73M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 791.91K | SH | $38.87M 20.60% | 9.43K | 0.00 | 782.48K |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL WLD BD ETF | 254.87K | SH | $17.36M 9.20% | 5.85K | 0.00 | 249.02K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 342.23K | SH | $14.36M 7.61% | 0.00 | 0.00 | 342.23K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 275.55K | SH | $11.05M 5.86% | 3.15K | 0.00 | 272.41K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 352.56K | SH | $9.46M 5.01% | 0.00 | 0.00 | 352.56K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 152.64K | SH | $5.70M 3.02% | 1.86K | 0.00 | 150.78K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.74K | SH | $5.53M 2.93% | 0.00 | 0.00 | 7.74K |
ISHARES TRSOLE | CORE UNIVRSL USD | 84.92K | SH | $3.92M 2.08% | 0.00 | 0.00 | 84.92K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 99.53K | SH | $3.64M 1.93% | 0.00 | 0.00 | 99.53K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 89.80K | SH | $3.50M 1.85% | 0.00 | 0.00 | 89.80K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 92.61K | SH | $3.43M 1.82% | 0.00 | 0.00 | 92.61K |
ISHARES TRSOLE | S&P 500 VAL ETF | 11.55K | SH | $2.55M 1.35% | 0.00 | 0.00 | 11.55K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 19.67K | SH | $2.53M 1.34% | 0.00 | 0.00 | 19.67K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 39.08K | SH | $2.48M 1.31% | 0.00 | 0.00 | 39.08K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 45.48K | SH | $2.26M 1.20% | 0.00 | 0.00 | 45.48K |
ISHARES INCSOLE | CORE MSCI EMKT | 28.47K | SH | $2.19M 1.16% | 0.00 | 0.00 | 28.47K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 39.33K | SH | $2.13M 1.13% | 0.00 | 0.00 | 39.33K |
ISHARES TRSOLE | EAFE VALUE ETF | 23.70K | SH | $1.80M 0.95% | 0.00 | 0.00 | 23.70K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.65K | SH | $1.74M 0.92% | 0.00 | 0.00 | 3.65K |
BLACKROCK ETF TRUSTSOLE | DYNAMIC EQTY ACT | 66.04K | SH | $1.72M 0.91% | 0.00 | 0.00 | 66.04K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 30.70K | SH | $1.67M 0.88% | 0.00 | 0.00 | 30.70K |
ISHARES TRSOLE | INVESTMENT GRADE | 34.55K | SH | $1.56M 0.82% | 0.00 | 0.00 | 34.55K |
ISHARES TRSOLE | NATIONAL MUN ETF | 14.44K | SH | $1.55M 0.82% | 0.00 | 0.00 | 14.44K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 46.31K | SH | $1.51M 0.80% | 0.00 | 0.00 | 46.31K |
ISHARES TRSOLE | EAFE GRWTH ETF | 12.72K | SH | $1.48M 0.78% | 0.00 | 0.00 | 12.72K |