13F value (AUM)
$34.1B
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 7.7% | $2.6B | 35.7M | — |
| VTI | VANGUARD INDEX FDS | 5.5% | $1.9B | 5.4M | — |
| BNDX | VANGUARD CHARLOTTE FDS | 5.5% | $1.9B | 38.5M | — |
| AVEM | AMERICAN CENTY ETF TR | 5.4% | $1.8B | 19.1M | — |
| AVDV | AMERICAN CENTY ETF TR | 3.5% | $1.2B | 11.7M | — |
| DIHP | DIMENSIONAL ETF TRUST | 3.2% | $1.1B | 32.4M | — |
| DFLV | DIMENSIONAL ETF TRUST | 3.0% | $1.0B | 25.5M | — |
| DFSV | DIMENSIONAL ETF TRUST | 2.9% | $976.1M | 25.0M | — |
| JQUA | J P MORGAN EXCHANGE TRADED F | 2.7% | $906.7M | 12.5M | — |
| DFUV | DIMENSIONAL ETF TRUST | 2.5% | $839.1M | 15.2M | — |
| DFAC | DIMENSIONAL ETF TRUST | 1.8% | $603.6M | 13.6M | — |
| DFIV | DIMENSIONAL ETF TRUST | 1.7% | $574.1M | 10.5M | — |
| VEA | VANGUARD TAX-MANAGED FDS | 1.6% | $559.9M | 8.2M | — |
| DFGR | DIMENSIONAL ETF TRUST | 1.3% | $444.6M | 15.3M | — |
| VGIT | VANGUARD SCOTTSDALE FDS | 1.1% | $384.2M | 6.5M | — |