SAN DIEGO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
42.2%
Top 10 weight
76.0%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Full voting authority
1.48M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 0.00 | SH | $25.21M 15.08% | 117.22K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 0.00 | SH | $23.45M 14.03% | 158.37K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 0.00 | SH | $21.87M 13.08% | 58.83K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 0.00 | SH | $11.06M 6.61% | 125.40K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 0.00 | SH | $10.62M 6.35% | 196.45K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 0.00 | SH | $8.52M 5.10% | 90.42K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 0.00 | SH | $7.56M 4.52% | 85.42K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 0.00 | SH | $7.04M 4.21% | 79.35K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 0.00 | SH | $5.96M 3.57% | 22.76K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 0.00 | SH | $5.69M 3.41% | 9.53K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 0.00 | SH | $4.81M 2.88% | 11.18K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 GRW ETF | 0.00 | SH | $3.70M 2.21% | 11.78K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 0.00 | SH | $3.59M 2.15% | 18.11K | 0.00 | 0.00 |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 0.00 | SH | $1.94M 1.16% | 100.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 0.00 | SH | $1.57M 0.94% | 5.45K | 0.00 | 0.00 |
VANGUARD CALIF TAX FREE FDSSOLE | TAX EXEMPT BD FD | 0.00 | SH | $1.29M 0.77% | 13.03K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 0.00 | SH | $1.17M 0.70% | 4.08K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 0.00 | SH | $1.09M 0.65% | 6.45K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 0.00 | SH | $1.05M 0.63% | 6.01K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 0.00 | SH | $1.02M 0.61% | 5.21K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 0.00 | SH | $989.6K 0.59% | 8.61K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 0.00 | SH | $762.3K 0.46% | 15.28K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 0.00 | SH | $758.6K 0.45% | 7.89K | 0.00 | 0.00 |
SCRIPPS E W CO OHIOSOLE | CL A NEW | 0.00 | SH | $698.6K 0.42% | 187.79K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 0.00 | SH | $682.7K 0.41% | 2.32K | 0.00 | 0.00 |