HONOLULU, HI
Allocation by class
Portfolio Concentration
Top 3 weight
32.6%
Top 10 weight
57.2%
Voting Authority Distribution
Total shares with voting rights: 2.55M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.55M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 38.50K | SH | $26.44M 12.71% | 0.00 | 0.00 | 38.50K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 556.48K | SH | $25.31M 12.17% | 0.00 | 0.00 | 556.48K |
GOLDMAN SACHS ETF TRSOLE | ULTR SHOR BD ETF | 316.23K | SH | $15.99M 7.69% | 0.00 | 0.00 | 316.23K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 233.19K | SH | $10.74M 5.16% | 0.00 | 0.00 | 233.19K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 266.33K | SH | $10.69M 5.14% | 0.00 | 0.00 | 266.33K |
NVIDIA CORPORATIONSOLE | COM | 35.97K | SH | $7.20M 3.46% | 0.00 | 0.00 | 35.97K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 47.82K | SH | $5.97M 2.87% | 0.00 | 0.00 | 47.82K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 60.62K | SH | $5.85M 2.81% | 0.00 | 0.00 | 60.62K |
APPLE INCSOLE | COM | 19K | SH | $5.50M 2.64% | 0.00 | 0.00 | 19K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.62K | SH | $5.41M 2.60% | 0.00 | 0.00 | 14.62K |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 57.84K | SH | $5.25M 2.52% | 0.00 | 0.00 | 57.84K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 156.27K | SH | $4.96M 2.38% | 0.00 | 0.00 | 156.27K |
FIDELITY COVINGTON TRUSTSOLE | ENH MID COR ETF | 95.03K | SH | $3.86M 1.85% | 0.00 | 0.00 | 95.03K |
CHEVRON CORPORATIONSOLE | COM | 21.25K | SH | $3.52M 1.69% | 0.00 | 0.00 | 21.25K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 45.05K | SH | $3.21M 1.54% | 0.00 | 0.00 | 45.05K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 11.30K | SH | $2.67M 1.28% | 0.00 | 0.00 | 11.30K |
MICROSOFT CORPSOLE | COM | 6.93K | SH | $2.59M 1.24% | 0.00 | 0.00 | 6.93K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 17.80K | SH | $2.32M 1.12% | 0.00 | 0.00 | 17.80K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 68.28K | SH | $2.31M 1.11% | 0.00 | 0.00 | 68.28K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 45.77K | SH | $2.31M 1.11% | 0.00 | 0.00 | 45.77K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 25.10K | SH | $2.29M 1.10% | 0.00 | 0.00 | 25.10K |
TEXAS INSTRS INCSOLE | COM | 7.52K | SH | $2.24M 1.08% | 0.00 | 0.00 | 7.52K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 11.94K | SH | $1.87M 0.90% | 0.00 | 0.00 | 11.94K |
EXXON MOBIL CORPSOLE | COM | 12.97K | SH | $1.77M 0.85% | 0.00 | 0.00 | 12.97K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 16.97K | SH | $1.71M 0.82% | 0.00 | 0.00 | 16.97K |