RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
43.3%
Top 10 weight
76.3%
Voting Authority Distribution
Total shares with voting rights: 12.03M
Full voting authority
12M
shares
Joint voting authority
28.64K
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 773.86K | SH | $267.78M 24.02% | 772.20K | 1.66K | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.78M | SH | $131.53M 11.80% | 1.78M | 5.60K | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 1.01M | SH | $83.51M 7.49% | 1.01M | 2.10K | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 1.53M | SH | $63.85M 5.73% | 1.53M | 4.63K | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 1.36M | SH | $63.44M 5.69% | 1.35M | 4.38K | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 671.97K | SH | $51.96M 4.66% | 669.94K | 2.03K | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 643.77K | SH | $51.83M 4.65% | 641.07K | 2.71K | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 201.79K | SH | $51.74M 4.64% | 201.79K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 846.74K | SH | $46.84M 4.20% | 845.25K | 1.49K | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 751.34K | SH | $37.93M 3.40% | 747.96K | 3.38K | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 47.86K | SH | $33.73M 3.03% | 47.85K | 13.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 134.67K | SH | $30.74M 2.76% | 134.38K | 291.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 70.38K | SH | $22.70M 2.04% | 70.38K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 257.37K | SH | $21.78M 1.95% | 257.13K | 244.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 284.48K | SH | $14.27M 1.28% | 284.48K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 146.76K | SH | $13.63M 1.22% | 146.76K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 183.96K | SH | $9.25M 0.83% | 183.96K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 28.21K | SH | $8.54M 0.77% | 28.09K | 118.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | CORE TAX EXEMPT | 97.48K | SH | $7.39M 0.66% | 97.48K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 45.81K | SH | $7.00M 0.63% | 45.81K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 95.78K | SH | $4.63M 0.42% | 95.78K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 57.06K | SH | $4.08M 0.37% | 57.06K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 26.05K | SH | $4.07M 0.37% | 26.05K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 54.75K | SH | $3.56M 0.32% | 54.75K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.93K | SH | $3.46M 0.31% | 4.93K | 0.00 | 0.00 |