CONCORD, CA
Allocation by class
Portfolio Concentration
Top 3 weight
15.5%
Top 10 weight
27.7%
Voting Authority Distribution
Total shares with voting rights: 552.51M
Full voting authority
552.51M
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 | 8.49M | SH | $3.12B 6.36% | 8.49M | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 15.60M | SH | $2.26B 4.61% | 15.60M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.72M | SH | $2.22B 4.54% | 3.72M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.86M | SH | $1.02B 2.08% | 5.86M | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 9.66M | SH | $971.57M 1.98% | 9.66M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 4.08M | SH | $886.16M 1.81% | 4.08M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 4.33M | SH | $798.56M 1.63% | 4.33M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 8.78M | SH | $794.70M 1.62% | 8.78M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.98M | SH | $757.19M 1.54% | 2.98M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.02M | SH | $748.95M 1.53% | 2.02M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.60M | SH | $746.93M 1.52% | 2.60M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 9.30M | SH | $648.47M 1.32% | 9.30M | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 26.18M | SH | $599.70M 1.22% | 26.18M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 5.88M | SH | $562.37M 1.15% | 5.88M | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX HI YD ETF | 6.94M | SH | $552.28M 1.13% | 6.94M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 2.14M | SH | $551.15M 1.12% | 2.14M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 948.12K | SH | $542.45M 1.11% | 948.12K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR HI YL CP | 12.58M | SH | $532.43M 1.09% | 12.58M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 5.71M | SH | $523.02M 1.07% | 5.71M | 0.00 | 0.00 |
ISHARES TRSOLE | USD INV GRDE ETF | 10.17M | SH | $521.26M 1.06% | 10.17M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.61M | SH | $498.03M 1.02% | 1.61M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 1.61M | SH | $486.42M 0.99% | 1.61M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 5.44M | SH | $429.79M 0.88% | 5.44M | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 5-10YR INVT | 8M | SH | $425.62M 0.87% | 8M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 8.85M | SH | $415.65M 0.85% | 8.85M | 0.00 | 0.00 |