YARDLEY, PA
Allocation by class
Portfolio Concentration
Top 3 weight
38.1%
Top 10 weight
76.6%
Voting Authority Distribution
Total shares with voting rights: 3.62M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.62M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 731.55K | SH | $37.81M 17.18% | 0.00 | 0.00 | 731.55K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 319.17K | SH | $28.47M 12.93% | 0.00 | 0.00 | 319.17K |
EA SERIES TRUSTSOLE | FREEDOM 100 EM | 242.66K | SH | $17.69M 8.04% | 0.00 | 0.00 | 242.66K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 328.19K | SH | $15.86M 7.21% | 0.00 | 0.00 | 328.19K |
DIMENSIONAL ETF TRUSTSOLE | INTL COR FIX ETF | 252.99K | SH | $13.56M 6.16% | 0.00 | 0.00 | 252.99K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 315.06K | SH | $13.00M 5.90% | 0.00 | 0.00 | 315.06K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 287.91K | SH | $12.15M 5.52% | 0.00 | 0.00 | 287.91K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 229.98K | SH | $10.98M 4.99% | 0.00 | 0.00 | 229.98K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 117.90K | SH | $9.66M 4.39% | 0.00 | 0.00 | 117.90K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 236.75K | SH | $9.50M 4.32% | 0.00 | 0.00 | 236.75K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 73.06K | SH | $9.11M 4.14% | 0.00 | 0.00 | 73.06K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 109.98K | SH | $9.06M 4.11% | 0.00 | 0.00 | 109.98K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 96.96K | SH | $8.84M 4.02% | 0.00 | 0.00 | 96.96K |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 33.83K | SH | $3.35M 1.52% | 0.00 | 0.00 | 33.83K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 113.79K | SH | $3.30M 1.50% | 0.00 | 0.00 | 113.79K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.81K | SH | $2.85M 1.29% | 0.00 | 0.00 | 3.81K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 56.05K | SH | $2.49M 1.13% | 0.00 | 0.00 | 56.05K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 5.74K | SH | $2.45M 1.11% | 0.00 | 0.00 | 5.74K |
ISHARES TRSOLE | NATIONAL MUN ETF | 12.11K | SH | $1.30M 0.59% | 0.00 | 0.00 | 12.11K |
LOCKHEED MARTIN CORPSOLE | COM | 2.22K | SH | $1.13M 0.51% | 0.00 | 0.00 | 2.22K |
ISHARES TRSOLE | MSCI EAFE ETF | 8.90K | SH | $925.1K 0.42% | 0.00 | 0.00 | 8.90K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 3.27K | SH | $724.4K 0.33% | 0.00 | 0.00 | 3.27K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 5.12K | SH | $656.2K 0.30% | 0.00 | 0.00 | 5.12K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.75K | SH | $649.1K 0.29% | 0.00 | 0.00 | 1.75K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 12.57K | SH | $487.6K 0.22% | 0.00 | 0.00 | 12.57K |