TUCSON, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
60.4%
Top 10 weight
87.9%
Voting Authority Distribution
Total shares with voting rights: 2.73M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.73M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 93.73K | SH | $69.99M 31.40% | 0.00 | 0.00 | 93.73K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 660.38K | SH | $47.05M 21.11% | 0.00 | 0.00 | 660.38K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 92.20K | SH | $17.57M 7.88% | 0.00 | 0.00 | 92.20K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 234.45K | SH | $17.21M 7.72% | 0.00 | 0.00 | 234.45K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 450.92K | SH | $11.12M 4.99% | 0.00 | 0.00 | 450.92K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 356.61K | SH | $10.50M 4.71% | 0.00 | 0.00 | 356.61K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.93K | SH | $9.57M 4.29% | 0.00 | 0.00 | 13.93K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 165.84K | SH | $4.59M 2.06% | 0.00 | 0.00 | 165.84K |
SELECT SECTOR SPDR TRSOLE | ST STR DISCR ETF | 36.49K | SH | $4.28M 1.92% | 0.00 | 0.00 | 36.49K |
SCHWAB STRATEGIC TRSOLE | LONG TERM US | 132.65K | SH | $4.15M 1.86% | 0.00 | 0.00 | 132.65K |
SELECT SECTOR SPDR TRSOLE | ST STR SVC ETF | 38.03K | SH | $4.07M 1.83% | 0.00 | 0.00 | 38.03K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 12.26K | SH | $1.92M 0.86% | 0.00 | 0.00 | 12.26K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 17.23K | SH | $1.74M 0.78% | 0.00 | 0.00 | 17.23K |
APPLE INCSOLE | COM | 5.50K | SH | $1.59M 0.71% | 0.00 | 0.00 | 5.50K |
TESLA INCSOLE | COM | 3.35K | SH | $1.41M 0.63% | 0.00 | 0.00 | 3.35K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 44.01K | SH | $1.40M 0.63% | 0.00 | 0.00 | 44.01K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 48.13K | SH | $1.39M 0.63% | 0.00 | 0.00 | 48.13K |
VANGUARD INSTL INDEX FDSOLE | ULTR SHOR TR ETF | 17.06K | SH | $1.29M 0.58% | 0.00 | 0.00 | 17.06K |
MPLX LPSOLE | COM UNIT REP LTD | 18.50K | SH | $1.04M 0.47% | 0.00 | 0.00 | 18.50K |
ABBVIE INCSOLE | COM | 3.44K | SH | $865.1K 0.39% | 0.00 | 0.00 | 3.44K |
NVIDIA CORPORATIONSOLE | COM | 4.24K | SH | $848.6K 0.38% | 0.00 | 0.00 | 4.24K |
EXXON MOBIL CORPSOLE | COM | 5.19K | SH | $709.9K 0.32% | 0.00 | 0.00 | 5.19K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.84K | SH | $681.5K 0.31% | 0.00 | 0.00 | 1.84K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.20K | SH | $599.5K 0.27% | 0.00 | 0.00 | 1.20K |
PACER FDS TRSOLE | METAURUS CAP 400 | 11.58K | SH | $522.0K 0.23% | 0.00 | 0.00 | 11.58K |