BEVERLY HILLS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
18.1%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 7.48M
Full voting authority
7.48M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 168.99K | SH | $42.89M 7.85% | 168.99K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 74.41K | SH | $32.50M 5.95% | 74.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 127.80K | SH | $23.55M 4.31% | 127.80K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 88.41K | SH | $22.75M 4.16% | 88.41K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 227.66K | SH | $22.00M 4.02% | 227.66K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 265.48K | SH | $21.40M 3.91% | 265.48K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 593.63K | SH | $21.09M 3.86% | 593.63K | 0.00 | 0.00 |
RBB FUND TRUSTSOLE | LONGVIEW ADVANTG | 333.54K | SH | $19.30M 3.53% | 333.54K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 154.79K | SH | $17.10M 3.13% | 154.79K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 457.26K | SH | $15.40M 2.82% | 457.26K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 186.57K | SH | $15.03M 2.75% | 186.57K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 494.48K | SH | $14.20M 2.60% | 494.48K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 188.24K | SH | $13.39M 2.45% | 188.24K | 0.00 | 0.00 |
ISHARES TRSOLE | CONV BD ETF | 126.72K | SH | $12.90M 2.36% | 126.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 61.51K | SH | $12.07M 2.21% | 61.51K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 146.38K | SH | $9.36M 1.71% | 146.38K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 184.37K | SH | $8.42M 1.54% | 184.37K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 45.66K | SH | $7.96M 1.46% | 45.66K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 10.00 | SH | $7.18M 1.31% | 10.00 | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK INTL REAL | 314.11K | SH | $7.10M 1.30% | 314.11K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | US PFD ETF | 348.97K | SH | $6.42M 1.17% | 348.97K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 67.09K | SH | $6.35M 1.16% | 67.09K | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | SENIOR LOAN ETF | 265.90K | SH | $6.12M 1.12% | 265.90K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 260.39K | SH | $6.07M 1.11% | 260.39K | 0.00 | 0.00 |
TEXAS ROADHOUSE INCSOLE | COM | 35K | SH | $5.78M 1.06% | 35K | 0.00 | 0.00 |