SANTA MONICA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
29.4%
Top 10 weight
58.3%
Voting Authority Distribution
Total shares with voting rights: 19.41M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
19.41M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 571.18K | SH | $209.88M 11.42% | 0.00 | 0.00 | 571.18K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 1.47M | SH | $203.71M 11.08% | 0.00 | 0.00 | 1.47M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 1.64M | SH | $126.71M 6.89% | 0.00 | 0.00 | 1.64M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 2.20M | SH | $124.36M 6.77% | 0.00 | 0.00 | 2.20M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 164.27K | SH | $98.16M 5.34% | 0.00 | 0.00 | 164.27K |
ISHARES TRSOLE | NATIONAL MUN ETF | 767.53K | SH | $81.47M 4.43% | 0.00 | 0.00 | 767.53K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 2.36M | SH | $68.74M 3.74% | 0.00 | 0.00 | 2.36M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 780.38K | SH | $64.33M 3.50% | 0.00 | 0.00 | 780.38K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 248.47K | SH | $48.75M 2.65% | 0.00 | 0.00 | 248.47K |
APPLE INCSOLE | COM | 182.36K | SH | $46.28M 2.52% | 0.00 | 0.00 | 182.36K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 55.25K | SH | $36.03M 1.96% | 0.00 | 0.00 | 55.25K |
MICROSOFT CORPSOLE | COM | 97.06K | SH | $35.93M 1.95% | 0.00 | 0.00 | 97.06K |
NVIDIA CORPORATIONSOLE | COM | 169.54K | SH | $29.57M 1.61% | 0.00 | 0.00 | 169.54K |
ISHARES INCSOLE | MSCI JAPAN ETF | 341.65K | SH | $28.85M 1.57% | 0.00 | 0.00 | 341.65K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.09M | SH | $27.19M 1.48% | 0.00 | 0.00 | 1.09M |
ISHARES INCSOLE | MSCI WORLD ETF | 117.70K | SH | $21.19M 1.15% | 0.00 | 0.00 | 117.70K |
AMAZON COM INCSOLE | COM | 99.88K | SH | $20.80M 1.13% | 0.00 | 0.00 | 99.88K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 123.12K | SH | $18.23M 0.99% | 0.00 | 0.00 | 123.12K |
ALPHABET INCSOLE | CAP STK CL A | 63.28K | SH | $18.20M 0.99% | 0.00 | 0.00 | 63.28K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 52.10K | SH | $16.72M 0.91% | 0.00 | 0.00 | 52.10K |
ISHARES TRSOLE | CORE MSCI TOTAL | 178.51K | SH | $15.47M 0.84% | 0.00 | 0.00 | 178.51K |
ALPHABET INCSOLE | CAP STK CL C | 52.71K | SH | $15.12M 0.82% | 0.00 | 0.00 | 52.71K |
BROADCOM INCSOLE | COM | 42.88K | SH | $13.27M 0.72% | 0.00 | 0.00 | 42.88K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 24.86K | SH | $11.91M 0.65% | 0.00 | 0.00 | 24.86K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 25.88K | SH | $11.31M 0.62% | 0.00 | 0.00 | 25.88K |