- Positions
- 27
- Reported value
- $144.3M
- Opened
- —
- Closed
- —
- Other managers included
- 0
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | 701.6K | — | $31.1M | 21.6% |
DIMENSIONAL ETF TRUSTUS COR EQU 1 ETF | 347.8K | — | $28.5M | 19.8% |
DIMENSIONAL ETF TRUSTINTL CORE EQUITY | 424.9K | — | $15.8M | 11% |
DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | 285K | — | $13.6M | 9.4% |
DIMENSIONAL ETF TRUSTINTL COR FIX ETF | 206.6K | — | $11.1M | 7.7% |
DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | 246.1K | — | $10.4M | 7.2% |
DIMENSIONAL ETF TRUSTEMERGING MKTS CO | 192.2K | — | $7.8M | 5.4% |
DIMENSIONAL ETF TRUSTGLOBAL CR ETF | 126.3K | — | $6.9M | 4.8% |
DIMENSIONAL ETF TRUSTUS SUSTAINABILTY | 78.5K | — | $3.7M | 2.5% |
DIMENSIONAL ETF TRUSTINTERNATIONAL | 67.9K | — | $3.1M | 2.1% |
DIMENSIONAL ETF TRUSTGLOBAL SUSTAINA | 44.5K | — | $2.3M | 1.6% |
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | 33.2K | — | $1.6M | 1.1% |
DIMENSIONAL ETF TRUSTGLOBAL REAL EST | 53.1K | — | $1.5M | 1.1% |
DIMENSIONAL ETF TRUSTEMER MARK SU ETF | 24.5K | — | $1.2M | 0.8% |
ISHARES TRCORE 1 5 YR USD | 20.9K | — | $1M | 0.7% |
VANGUARD SCOTTSDALE FDSINTER TERM TREAS | 17.1K | — | $1M | 0.7% |
CINTCI&T Inc | 184.6K | — | $616.7K | 0.4% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 3.4K | — | $539.6K | 0.4% |
AAPLApple Inc. | 1.7K | — | $501.5K | 0.3% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 582 | — | $399.7K | 0.3% |
ISHARES TRS&P 500 GRWT ETF | 2.8K | — | $387.6K | 0.3% |
MSFTMicrosoft Corp | 920 | — | $343.2K | 0.2% |
FRANKLIN TEMPLETON ETF TRFTSE JAPAN ETF | 6.1K | — | $241.6K | 0.2% |
GLOBAL X FDSUS INFR DEV ETF | 3.8K | — | $223.9K | 0.2% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 2.9K | — | $215.4K | 0.1% |
MDYSPDR S&P Midcap 400 ETF Trust | 300 | — | $211K | 0.1% |
AKBAAkebia Therapeutics, Inc. | 20K | — | $22.8K | 0.1% |
