PORTAGE, MI
Allocation by class
Portfolio Concentration
Top 3 weight
19.2%
Top 10 weight
48.4%
Voting Authority Distribution
Total shares with voting rights: 34.29M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
34.29M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&PSOLE | S&P 500 ETF SHS | 342.99K | SH | $235.57M 6.88% | 0.00 | 0.00 | 342.99K |
DIMENSIONAL USSOLE | US EQUITY ETF | 2.66M | SH | $217.97M 6.37% | 0.00 | 0.00 | 2.66M |
ISHARES CORESOLE | CORE S&P TTL STK | 1.25M | SH | $204.75M 5.98% | 0.00 | 0.00 | 1.25M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 550.16K | SH | $203.58M 5.94% | 0.00 | 0.00 | 550.16K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 2.25M | SH | $192.04M 5.61% | 0.00 | 0.00 | 2.25M |
VANGUARD INTERMEDIATESOLE | INTERMED TERM | 1.91M | SH | $146.87M 4.29% | 0.00 | 0.00 | 1.91M |
DIMENSIONAL USSOLE | US CORE EQUITY 2 | 3.24M | SH | $143.66M 4.20% | 0.00 | 0.00 | 3.24M |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 739.90K | SH | $116.13M 3.39% | 0.00 | 0.00 | 739.90K |
ISHARES CORESOLE | CORE US AGGBD ET | 1.09M | SH | $108.28M 3.16% | 0.00 | 0.00 | 1.09M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 2.11M | SH | $87.08M 2.54% | 0.00 | 0.00 | 2.11M |
VANGUARD TOTALSOLE | TOTAL BND MRKT | 962.70K | SH | $70.67M 2.06% | 0.00 | 0.00 | 962.70K |
APPLE INCSOLE | COM | 229.05K | SH | $66.28M 1.94% | 0.00 | 0.00 | 229.05K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 727.20K | SH | $56.16M 1.64% | 0.00 | 0.00 | 727.20K |
VANGUARD SMALLSOLE | SM CP VAL ETF | 226.10K | SH | $54.94M 1.60% | 0.00 | 0.00 | 226.10K |
VANGUARD HIGHSOLE | HIGH DIV YLD | 343.69K | SH | $54.31M 1.59% | 0.00 | 0.00 | 343.69K |
AVANTIS INTLSOLE | INTL EQT ETF | 475.62K | SH | $42.43M 1.24% | 0.00 | 0.00 | 475.62K |
BNY MELLONSOLE | US LRG CP CORE | 290.87K | SH | $41.71M 1.22% | 0.00 | 0.00 | 290.87K |
DIMENSIONAL USSOLE | US CORE EQT MKT | 688.30K | SH | $35.58M 1.04% | 0.00 | 0.00 | 688.30K |
ISHARES GOLDSOLE | ISHARES | 467.94K | SH | $35.33M 1.03% | 0.00 | 0.00 | 467.94K |
VANGUARD GROWTHSOLE | GROWTH ETF | 393.25K | SH | $33.87M 0.99% | 0.00 | 0.00 | 393.25K |
AVANTIS U SSOLE | US EQT ETF | 259.25K | SH | $33.20M 0.97% | 0.00 | 0.00 | 259.25K |
STRYKER CORPSOLE | COM | 103.68K | SH | $32.64M 0.95% | 0.00 | 0.00 | 103.68K |
NVIDIA CORPSOLE | COM | 162.96K | SH | $32.61M 0.95% | 0.00 | 0.00 | 162.96K |
VANGUARD TAX-MANAGED INTL FDSOLE | FTSE DEV MKT ETF | 457.40K | SH | $32.59M 0.95% | 0.00 | 0.00 | 457.40K |
VANGUARD SHORTSOLE | SHRT TRM CORP BD | 396.36K | SH | $31.32M 0.91% | 0.00 | 0.00 | 396.36K |