CONCORD, CA
Allocation by class
Portfolio Concentration
Top 3 weight
15.6%
Top 10 weight
27.9%
Voting Authority Distribution
Total shares with voting rights: 647.98M
Full voting authority
647.98M
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 WORLD FDSOLE | MEGA GRWTH IND | 42.39M | SH | $3.73B 6.41% | 42.39M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.04M | SH | $2.77B 4.77% | 4.04M | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 15.84M | SH | $2.59B 4.45% | 15.84M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 6.16M | SH | $1.23B 2.12% | 6.16M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 4.87M | SH | $1.18B 2.04% | 4.87M | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 10.40M | SH | $1.05B 1.80% | 10.40M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.73M | SH | $976.70M 1.68% | 2.73M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 9.55M | SH | $922.78M 1.59% | 9.55M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.09M | SH | $893.64M 1.54% | 3.09M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 4.43M | SH | $874.74M 1.50% | 4.43M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 9.53M | SH | $789.58M 1.36% | 9.53M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.10M | SH | $782.26M 1.34% | 2.10M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 2.15M | SH | $658.65M 1.13% | 2.15M | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 27.42M | SH | $624.72M 1.07% | 27.42M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST BLOO HIGH ETF | 6.24M | SH | $601.14M 1.03% | 6.24M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 1.61M | SH | $588.17M 1.01% | 1.61M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.56M | SH | $587.54M 1.01% | 1.56M | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR HI YL CP | 13.27M | SH | $562.64M 0.97% | 13.27M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 750.26K | SH | $561.86M 0.97% | 750.26K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 981.82K | SH | $553.05M 0.95% | 981.82K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX HI YD ETF | 6.91M | SH | $552.50M 0.95% | 6.91M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 7.25M | SH | $532.30M 0.92% | 7.25M | 0.00 | 0.00 |
ISHARES TRSOLE | USD INV GRDE ETF | 10.30M | SH | $528.20M 0.91% | 10.30M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 5.51M | SH | $500.07M 0.86% | 5.51M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.30M | SH | $481.78M 0.83% | 1.30M | 0.00 | 0.00 |