MEDFIELD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
62.3%
Top 10 weight
80.1%
Voting Authority Distribution
Total shares with voting rights: 5.32M
Full voting authority
5.32M
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 |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 711.06K | SH | $27.22M 23.82% | 711.06K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 740.51K | SH | $24.41M 21.36% | 740.51K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 409.69K | SH | $19.55M 17.11% | 409.69K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 139.23K | SH | $7.05M 6.17% | 139.23K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | GOVERNMENT MONEY | 2.47M | SH | $2.47M 2.16% | 2.47M | 0.00 | 0.00 |
RBB FUND TRUSTSOLE | FIRST EAGLE GBL | 28.32K | SH | $2.28M 2.00% | 28.32K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 64.86K | SH | $2.27M 1.99% | 64.86K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTERNL DIVID | 71.22K | SH | $2.21M 1.94% | 71.22K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 57.71K | SH | $2.07M 1.81% | 57.71K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 26 | 83.38K | SH | $2.02M 1.77% | 83.38K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 60.09K | SH | $1.83M 1.60% | 60.09K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 27 | 69.07K | SH | $1.67M 1.46% | 69.07K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 38.32K | SH | $1.53M 1.34% | 38.32K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | 1000 INDEX ETF | 108.45K | SH | $1.47M 1.28% | 108.45K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 5.86K | SH | $1.39M 1.22% | 5.86K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 5.58K | SH | $1.18M 1.03% | 5.58K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 28 | 36.75K | SH | $929.1K 0.81% | 36.75K | 0.00 | 0.00 |
AMER STATES WTR COSOLE | COM | 11.58K | SH | $888.6K 0.78% | 11.58K | 0.00 | 0.00 |
PRICE T ROWE GROUP INCSOLE | COM | 8.46K | SH | $753.4K 0.66% | 8.46K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 3.30K | SH | $703.7K 0.62% | 3.30K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 13.92K | SH | $700.0K 0.61% | 13.92K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MRKTETS | 56.59K | SH | $653.6K 0.57% | 56.59K | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 10.86K | SH | $632.8K 0.55% | 10.86K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 16.08K | SH | $617.5K 0.54% | 16.08K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 2.65K | SH | $557.5K 0.49% | 2.65K | 0.00 | 0.00 |