TEMPE, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
65.2%
Top 10 weight
93.0%
Voting Authority Distribution
Total shares with voting rights: 1.01M
Full voting authority
1.01M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | MRNGSTR LRG CAP | 97.90K | SH | $34.45M 30.85% | 97.90K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 251.22K | SH | $19.67M 17.62% | 251.22K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 329.42K | SH | $18.66M 16.71% | 329.42K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR MID CAP | 115.91K | SH | $9.09M 8.14% | 115.91K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 75.23K | SH | $6.24M 5.59% | 75.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR SML CAP | 21.52K | SH | $6.12M 5.48% | 21.52K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 20.52K | SH | $4.02M 3.60% | 20.52K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 9.94K | SH | $2.02M 1.81% | 9.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR VAL ETF | 8.75K | SH | $1.89M 1.69% | 8.75K | 0.00 | 0.00 |
RBB FD INCSOLE | MOTLEY FOL ETF | 20.48K | SH | $1.64M 1.47% | 20.48K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 34.56K | SH | $1.64M 1.47% | 34.56K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 4.03K | SH | $1.53M 1.37% | 4.03K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 3.93K | SH | $735.1K 0.66% | 3.93K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 2.37K | SH | $627.7K 0.56% | 2.37K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.03K | SH | $506.3K 0.45% | 2.03K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 2.87K | SH | $425.8K 0.38% | 2.87K | 0.00 | 0.00 |
CAVCO INDS INC DELSOLE | COM | 753.00 | SH | $421.9K 0.38% | 753.00 | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 717.00 | SH | $395.5K 0.35% | 717.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TOP 200 ETF | 1.92K | SH | $365.4K 0.33% | 1.92K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 953.00 | SH | $338.1K 0.30% | 953.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 4.57K | SH | $320.3K 0.29% | 4.57K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 958.00 | SH | $319.0K 0.29% | 958.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 663.00 | SH | $228.1K 0.20% | 663.00 | 0.00 | 0.00 |