MARINA DEL REY, CA
Allocation by class
Portfolio Concentration
Top 3 weight
20.3%
Top 10 weight
40.7%
Voting Authority Distribution
Total shares with voting rights: 3.68M
Full voting authority
0.00
shares
Joint voting authority
3.68M
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 193.44K | SH | $23.55M 8.57% | 0.00 | 193.44K | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 170.82K | SH | $17.06M 6.21% | 0.00 | 170.82K | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 165.97K | SH | $15.32M 5.57% | 0.00 | 165.97K | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 158.06K | SH | $9.87M 3.59% | 0.00 | 158.06K | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 28.99K | SH | $9.72M 3.54% | 0.00 | 28.99K | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 124.43K | SH | $8.21M 2.99% | 0.00 | 124.43K | 0.00 |
EA SERIES TRUSTSOLE | MARKETDESK FOCUS | 285K | SH | $7.72M 2.81% | 0.00 | 285K | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 141.39K | SH | $7.60M 2.76% | 0.00 | 141.39K | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 258.45K | SH | $7.09M 2.58% | 0.00 | 258.45K | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.60K | SH | $5.86M 2.13% | 0.00 | 8.60K | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 91.53K | SH | $5.78M 2.10% | 0.00 | 91.53K | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.25K | SH | $5.68M 2.07% | 0.00 | 9.25K | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 68.03K | SH | $5.36M 1.95% | 0.00 | 68.03K | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.85K | SH | $4.92M 1.79% | 0.00 | 7.85K | 0.00 |
SSGA ACTIVE TRSOLE | STATE STREET DOU | 102.10K | SH | $4.83M 1.76% | 0.00 | 102.10K | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.39K | SH | $4.72M 1.72% | 0.00 | 9.39K | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 91.42K | SH | $4.62M 1.68% | 0.00 | 91.42K | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 97.55K | SH | $4.59M 1.67% | 0.00 | 97.55K | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 37.56K | SH | $4.51M 1.64% | 0.00 | 37.56K | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 46.99K | SH | $4.29M 1.56% | 0.00 | 46.99K | 0.00 |
APPLE INCSOLE | COM | 14.42K | SH | $3.92M 1.43% | 0.00 | 14.42K | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 17K | SH | $3.74M 1.36% | 0.00 | 17K | 0.00 |
SCHWAB STRATEGIC TRSOLE | 5 10YR CORP BD | 147.71K | SH | $3.39M 1.23% | 0.00 | 147.71K | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 142.99K | SH | $3.29M 1.20% | 0.00 | 142.99K | 0.00 |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 61.71K | SH | $3.23M 1.18% | 0.00 | 61.71K | 0.00 |