CONCORD, CA
Allocation by class
Portfolio Concentration
Top 3 weight
16.0%
Top 10 weight
28.9%
Voting Authority Distribution
Total shares with voting rights: 670.80M
Full voting authority
670.80M
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 | MRNGSTR MEGA CAP | 43.71M | SH | $4.05B 6.81% | 43.71M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.18M | SH | $2.93B 4.92% | 4.18M | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MRNGSTR VAL ETF | 15.72M | SH | $2.53B 4.26% | 15.72M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 6.20M | SH | $1.42B 2.38% | 6.20M | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 11.72M | SH | $1.18B 1.98% | 11.72M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.11M | SH | $1.08B 1.82% | 2.11M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.14M | SH | $1.04B 1.76% | 3.14M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR SML CP V | 4.46M | SH | $1.03B 1.73% | 4.46M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.85M | SH | $979.01M 1.65% | 2.85M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 9.77M | SH | $946.19M 1.59% | 9.77M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR MD CP VA | 4.07M | SH | $796.76M 1.34% | 4.07M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 9.70M | SH | $787.05M 1.32% | 9.70M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 7.96M | SH | $732.90M 1.23% | 7.96M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 978.63K | SH | $709.68M 1.19% | 978.63K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR MD CP GR | 2.13M | SH | $622.27M 1.05% | 2.13M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 780.41K | SH | $597.68M 1.00% | 780.41K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.33M | SH | $579.69M 0.97% | 2.33M | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR HI YL CP | 14.01M | SH | $577.89M 0.97% | 14.01M | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 26.30M | SH | $575.17M 0.97% | 26.30M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.64M | SH | $574.98M 0.97% | 1.64M | 0.00 | 0.00 |
ISHARES TRSOLE | USD INV GRDE ETF | 11.34M | SH | $552.55M 0.93% | 11.34M | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 4.86M | SH | $550.95M 0.93% | 4.86M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 7.70M | SH | $539.94M 0.91% | 7.70M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR SM CP GR | 1.56M | SH | $527.18M 0.89% | 1.56M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 1.29M | SH | $482.64M 0.81% | 1.29M | 0.00 | 0.00 |