SANTA BARBARA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
20.8%
Top 10 weight
53.5%
Voting Authority Distribution
Total shares with voting rights: 11.65M
Full voting authority
11.65M
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 |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 1.48M | SH | $49.29M 7.02% | 1.48M | 0.00 | 0.00 |
HARBOR ETF TRUSTSOLE | INTERNATNAL COMP | 1.69M | SH | $48.86M 6.96% | 1.69M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 648.04K | SH | $47.81M 6.81% | 648.04K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 699.52K | SH | $37.61M 5.36% | 699.52K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 759.87K | SH | $37.18M 5.30% | 759.87K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDQ CLN EDGE | 211.49K | SH | $34.60M 4.93% | 211.49K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 410.86K | SH | $33.11M 4.72% | 410.86K | 0.00 | 0.00 |
ETF SER SOLUTIONSSOLE | DISTILLATE US | 534.71K | SH | $30.95M 4.41% | 534.71K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 590.92K | SH | $29.52M 4.20% | 590.92K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE VALUE ETF | 368.32K | SH | $26.43M 3.76% | 368.32K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 672.97K | SH | $24.74M 3.52% | 672.97K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | GLOBAL SEL EQUIT | 334.17K | SH | $21.81M 3.11% | 334.17K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 251.88K | SH | $20.30M 2.89% | 251.88K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 211.61K | SH | $17.89M 2.55% | 211.61K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 154.20K | SH | $17.03M 2.43% | 154.20K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 65.35K | SH | $16.59M 2.36% | 65.35K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | RAFI DVLPD MRKTS | 201.08K | SH | $14.06M 2.00% | 201.08K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 22.88K | SH | $10.97M 1.56% | 22.88K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 352.27K | SH | $9.81M 1.40% | 352.27K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 284.66K | SH | $9.23M 1.32% | 284.66K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 191.90K | SH | $9.12M 1.30% | 191.90K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 8.95K | SH | $8.91M 1.27% | 8.95K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 25.07K | SH | $8.82M 1.26% | 25.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 28.72K | SH | $8.26M 1.18% | 28.72K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 38.64K | SH | $8.05M 1.15% | 38.64K | 0.00 | 0.00 |