TULSA, OK
Allocation by class
Portfolio Concentration
Top 3 weight
69.8%
Top 10 weight
83.0%
Voting Authority Distribution
Total shares with voting rights: 4.53M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.53M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.03M | SH | $82.5K 40.24% | 0.00 | 0.00 | 2.03M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.24M | SH | $44.3K 21.59% | 0.00 | 0.00 | 1.24M |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 221.32K | SH | $16.4K 8.00% | 0.00 | 0.00 | 221.32K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 212.02K | SH | $8.1K 3.94% | 0.00 | 0.00 | 212.02K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 117.93K | SH | $4.4K 2.14% | 0.00 | 0.00 | 117.93K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 159.79K | SH | $4.0K 1.93% | 0.00 | 0.00 | 159.79K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 38.22K | SH | $2.9K 1.44% | 0.00 | 0.00 | 38.22K |
NVIDIA CORPORATIONSOLE | COM | 15.18K | SH | $2.8K 1.36% | 0.00 | 0.00 | 15.18K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 67.72K | SH | $2.5K 1.20% | 0.00 | 0.00 | 67.72K |
APPLE INCSOLE | COM | 9.38K | SH | $2.4K 1.19% | 0.00 | 0.00 | 9.38K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 43.37K | SH | $2.1K 1.02% | 0.00 | 0.00 | 43.37K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 56.93K | SH | $2.1K 1.02% | 0.00 | 0.00 | 56.93K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.80K | SH | $1.9K 0.93% | 0.00 | 0.00 | 2.80K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 43.36K | SH | $1.8K 0.86% | 0.00 | 0.00 | 43.36K |
MICROSOFT CORPSOLE | COM | 4.45K | SH | $1.7K 0.81% | 0.00 | 0.00 | 4.45K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 12.59K | SH | $1.6K 0.80% | 0.00 | 0.00 | 12.59K |
AMAZON COM INCSOLE | COM | 6.04K | SH | $1.4K 0.69% | 0.00 | 0.00 | 6.04K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.84K | SH | $1.4K 0.67% | 0.00 | 0.00 | 2.84K |
ALPHABET INCSOLE | CAP STK CL A | 4.30K | SH | $1.4K 0.67% | 0.00 | 0.00 | 4.30K |
ALPHABET INCSOLE | CAP STK CL C | 4.09K | SH | $1.3K 0.63% | 0.00 | 0.00 | 4.09K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 20.90K | SH | $984.00 0.48% | 0.00 | 0.00 | 20.90K |
BANK AMERICA CORPSOLE | COM | 16.84K | SH | $887.00 0.43% | 0.00 | 0.00 | 16.84K |
EXXON MOBIL CORPSOLE | COM | 5.40K | SH | $837.00 0.41% | 0.00 | 0.00 | 5.40K |
META PLATFORMS INCSOLE | CL A | 1.29K | SH | $810.00 0.40% | 0.00 | 0.00 | 1.29K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $727.00 0.35% | 0.00 | 0.00 | 1.00 |