Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $66.0M | 1698938 | 39.46% |
| 2 | DIMENSIONAL ETF TRUST | $12.9M | 206222 | 7.70% |
| 3 | DIMENSIONAL ETF TRUST | $12.6M | 260431 | 7.54% |
| 4 | DIMENSIONAL ETF TRUST | $11.8M | 346394 | 7.03% |
| 5 | DIMENSIONAL ETF TRUST | $11.1M | 210747 | 6.65% |
| 6 | DIMENSIONAL ETF TRUST | $8.9M | 229029 | 5.33% |
| 7 | DIMENSIONAL ETF TRUST | $7.1M | 100116 | 4.26% |
| 8 | DIMENSIONAL ETF TRUST | $5.4M | 119992 | 3.24% |
| 9 | DIMENSIONAL ETF TRUST | $4.7M | 139850 | 2.83% |
| 10 | DIMENSIONAL ETF TRUST | $4.4M | 62374 | 2.64% |
| 11 | AMERICAN CENTY ETF TR | $3.4M | 30957 | 2.06% |
| 12 | DIMENSIONAL ETF TRUST | $2.8M | 70021 | 1.65% |
| 13 | DIMENSIONAL ETF TRUST | $2.2M | 92510 | 1.31% |
| 14 | DIMENSIONAL ETF TRUST | $1.6M | 44164 | 0.97% |
| 15 | ISHARES TR | $1.4M | 3991 | 0.85% |
| 16 | DIMENSIONAL ETF TRUST | $1.1M | 26767 | 0.68% |
| 17 | ISHARES TR | $892K | 3595 | 0.53% |
| 18 | STATE STR SPDR S&P MIDCAP 40 | $853K | 1383 | 0.51% |
| 19 | VANGUARD BD INDEX FDS | $834K | 10633 | 0.50% |
| 20 | DIMENSIONAL ETF TRUST | $823K | 25550 | 0.49% |
| 21 | DIMENSIONAL ETF TRUST | $734K | 21797 | 0.44% |
| 22 | DIMENSIONAL ETF TRUST | $641K | 18547 | 0.38% |
| 23 | DIMENSIONAL ETF TRUST | $616K | 17586 | 0.37% |
| 24 | SCHWAB STRATEGIC TR | $574K | 18704 | 0.34% |
| 25 | AMERICAN CENTY ETF TR | $478K | 5928 | 0.29% |
| 26 | AMERICAN CENTY ETF TR | $460K | 4163 | 0.27% |
| 27 | AMERICAN CENTY ETF TR | $425K | 5004 | 0.25% |
| 28 | AMERICAN CENTY ETF TR | $411K | 9326 | 0.25% |
| 29 | DIMENSIONAL ETF TRUST | $400K | 5553 | 0.24% |
| 30 | VANGUARD BD INDEX FDS | $306K | 3970 | 0.18% |
| 31 | ISHARES TR | $303K | 711 | 0.18% |
| 32 | ISHARES TR | $282K | 2806 | 0.17% |
| 33 | VANGUARD INDEX FDS | $252K | 1160 | 0.15% |
| 34 | ISHARES TR | $218K | 3227 | 0.13% |
| 35 | DIMENSIONAL ETF TRUST | $215K | 2912 | 0.13% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.