PHOENIX, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
14.8%
Top 10 weight
31.6%
Voting Authority Distribution
Total shares with voting rights: 15.32M
Full voting authority
15.32M
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 |
|---|---|---|---|---|---|---|---|
MICROSOFTSOLE | Stock | 184.85K | SH | $68.95M 6.18% | 184.85K | 0.00 | 0.00 |
AVANTIS INTERNATIONAL EQUITY ETFSOLE | ETF | 587.84K | SH | $52.44M 4.70% | 587.84K | 0.00 | 0.00 |
FLEXSHARES TR MORNSTAR UPSTRSOLE | ETF | 883.84K | SH | $43.56M 3.90% | 883.84K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 954.02K | SH | $42.32M 3.79% | 954.02K | 0.00 | 0.00 |
AVANTIS EMERGING MARKETS EQUITY ETFSOLE | ETF | 371.48K | SH | $35.84M 3.21% | 371.48K | 0.00 | 0.00 |
ISHARES S&P GLOBAL ENERGYSOLE | ETF | 497.92K | SH | $24.46M 2.19% | 497.92K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | ETF | 611.56K | SH | $22.79M 2.04% | 611.55K | 0.00 | 0.00 |
VANECK GOLD MINERS ETFSOLE | ETF | 281.66K | SH | $21.25M 1.91% | 281.66K | 0.00 | 0.00 |
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFSOLE | ETF | 501.59K | SH | $20.38M 1.83% | 501.59K | 0.00 | 0.00 |
AVAGO TECHNOLOGIES LTDSOLE | Stock | 53.17K | SH | $20.09M 1.80% | 53.17K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 65.98K | SH | $19.09M 1.71% | 65.98K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 92.35K | SH | $18.48M 1.66% | 92.35K | 0.00 | 0.00 |
ISHARES GOLD TRUST MICRO ETF OF BENEF INTERESTSOLE | ETF | 345.41K | SH | $13.82M 1.24% | 345.41K | 0.00 | 0.00 |
GLOBAL X FDS GLOBAL X FTSE GREECE 20 ETFSOLE | ETF | 169.77K | SH | $12.82M 1.15% | 169.77K | 0.00 | 0.00 |
VANGUARD TOTAL STK MKTSOLE | ETF | 31.56K | SH | $11.68M 1.05% | 31.55K | 0.00 | 0.00 |
DIMENSIONAL US VECTOR EQUITY ETFSOLE | ETF | 170.89K | SH | $11.36M 1.02% | 170.89K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 116.10K | SH | $11.21M 1.01% | 116.10K | 0.00 | 0.00 |
DIMENSIONAL US MARKETWIDE VALUE ETFSOLE | ETF | 203.51K | SH | $11.20M 1.00% | 203.51K | 0.00 | 0.00 |
ISHARES RUSSELL MIDCAP ETFSOLE | ETF | 98.45K | SH | $10.86M 0.97% | 98.45K | 0.00 | 0.00 |
STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETFSOLE | ETF | 161K | SH | $10.84M 0.97% | 161K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 120.59K | SH | $9.99M 0.90% | 120.59K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 39.24K | SH | $9.35M 0.84% | 39.24K | 0.00 | 0.00 |
AVANTIS U.S. EQUITY ETFSOLE | ETF | 71.09K | SH | $9.11M 0.82% | 71.09K | 0.00 | 0.00 |
GOOGLE INCSOLE | Stock | 24.30K | SH | $8.68M 0.78% | 24.30K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 56.66K | SH | $7.75M 0.69% | 56.65K | 0.00 | 0.00 |