ORINDA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
26.7%
Top 10 weight
41.9%
Voting Authority Distribution
Total shares with voting rights: 3.38M
Full voting authority
3.38M
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 |
|---|---|---|---|---|---|---|---|
Schwab U.S. Large-Cap ETFSOLE | US LRG CAP ETF | 1.31M | SH | $33.51M 17.38% | 1.31M | 0.00 | 0.00 |
Schwab International Equity ETFSOLE | INTL EQTY ETF | 374.61K | SH | $9.27M 4.81% | 374.61K | 0.00 | 0.00 |
Schwab U.S. Small-Cap ETFSOLE | US SML CAP ETF | 298.44K | SH | $8.68M 4.50% | 298.44K | 0.00 | 0.00 |
JP Morgan Chase & Co.SOLE | COM | 24.27K | SH | $7.14M 3.70% | 24.27K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 13.92K | SH | $5.15M 2.67% | 13.92K | 0.00 | 0.00 |
Apple Inc.SOLE | COM | 17.01K | SH | $4.32M 2.24% | 17.01K | 0.00 | 0.00 |
Schwab U.S. Large-Cap Growth ETFSOLE | US LCAP GR ETF | 129.34K | SH | $3.77M 1.95% | 129.34K | 0.00 | 0.00 |
UnitedHealth Group Inc.SOLE | COM | 12.35K | SH | $3.34M 1.73% | 12.35K | 0.00 | 0.00 |
RTX Corp.SOLE | COM | 15.26K | SH | $2.94M 1.53% | 15.26K | 0.00 | 0.00 |
Vanguard Large Cap ETFSOLE | LARGE CAP ETF | 9.06K | SH | $2.71M 1.40% | 9.06K | 0.00 | 0.00 |
Schwab U.S. Mid-Cap ETFSOLE | US MID-CAP ETF | 83.74K | SH | $2.59M 1.34% | 83.74K | 0.00 | 0.00 |
AbbVie Inc.SOLE | COM | 11.34K | SH | $2.47M 1.28% | 11.34K | 0.00 | 0.00 |
iShares Russell 2000 IndexSOLE | RUSSELL 2000 ETF | 9.63K | SH | $2.39M 1.24% | 9.63K | 0.00 | 0.00 |
GE AerospaceSOLE | COM NEW | 8.34K | SH | $2.37M 1.23% | 8.34K | 0.00 | 0.00 |
Pepsico Inc.SOLE | COM | 14.39K | SH | $2.23M 1.16% | 14.39K | 0.00 | 0.00 |
Chevron CorporationSOLE | COM | 10.40K | SH | $2.15M 1.12% | 10.40K | 0.00 | 0.00 |
Broadcom Inc.SOLE | COM | 6.79K | SH | $2.10M 1.09% | 6.79K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | COM | 12.20K | SH | $2.07M 1.07% | 12.20K | 0.00 | 0.00 |
IShares MSCI EAFE IndexSOLE | MSCI EAFE ETF | 20.87K | SH | $2.03M 1.05% | 20.87K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 8.18K | SH | $2.00M 1.04% | 8.18K | 0.00 | 0.00 |
Intel CorpSOLE | COM | 44.87K | SH | $1.98M 1.03% | 44.87K | 0.00 | 0.00 |
Home DepotSOLE | COM | 5.98K | SH | $1.97M 1.02% | 5.98K | 0.00 | 0.00 |
Aflac IncSOLE | COM | 17.35K | SH | $1.90M 0.99% | 17.35K | 0.00 | 0.00 |
Vanguard Energy Sector ETFSOLE | ENERGY ETF | 10.64K | SH | $1.84M 0.96% | 10.64K | 0.00 | 0.00 |
Northrop Grumman CorpSOLE | COM | 2.70K | SH | $1.84M 0.96% | 2.70K | 0.00 | 0.00 |