SCOTTSDALE, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
12.1%
Top 10 weight
29.0%
Voting Authority Distribution
Total shares with voting rights: 5.69M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.69M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSOTR | SMALL CP ETF | 172.39K | SH | $31.64M 5.69% | 0.00 | 0.00 | 172.39K |
VANGUARD TAX-MANAGED FDSOTR | VAN FTSE DEV MKT | 438.31K | SH | $18.40M 3.31% | 0.00 | 0.00 | 438.31K |
VANGUARD SCOTTSDALE FDSOTR | INT-TERM CORP | 221.80K | SH | $17.19M 3.09% | 0.00 | 0.00 | 221.80K |
APPLE INCSOLE | COM | 128.61K | SH | $16.71M 3.01% | 0.00 | 0.00 | 128.61K |
CHEVRON CORP NEWOTR | COM | 74.80K | SH | $13.43M 2.42% | 0.00 | 0.00 | 74.80K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 177.95K | SH | $13.38M 2.41% | 0.00 | 0.00 | 177.95K |
ISHARES TROTR | IBOXX HI YD ETF | 175.84K | SH | $12.95M 2.33% | 0.00 | 0.00 | 175.84K |
ACCENTURE PLC IRELANDOTR | SHS CLASS A | 47.89K | SH | $12.78M 2.30% | 0.00 | 0.00 | 47.89K |
COSTCO WHSL CORP NEWSOLE | COM | 26.90K | SH | $12.28M 2.21% | 0.00 | 0.00 | 26.90K |
ABBVIE INCSOLE | COM | 75.93K | SH | $12.27M 2.21% | 0.00 | 0.00 | 75.93K |
MASTERCARD INCORPORATEDOTR | CL A | 34.83K | SH | $12.11M 2.18% | 0.00 | 0.00 | 34.83K |
ABBOTT LABSOTR | COM | 99.67K | SH | $10.94M 1.97% | 0.00 | 0.00 | 99.67K |
VANGUARD INTL EQUITY INDEX FOTR | FTSE EMR MKT ETF | 277.54K | SH | $10.82M 1.95% | 0.00 | 0.00 | 277.54K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 34.61K | SH | $10.69M 1.92% | 0.00 | 0.00 | 34.61K |
ALPHABET INCSOLE | CAP STK CL C | 119.85K | SH | $10.63M 1.91% | 0.00 | 0.00 | 119.85K |
DONALDSON INCOTR | COM | 180.60K | SH | $10.63M 1.91% | 0.00 | 0.00 | 180.60K |
MCCORMICK & CO INCOTR | COM NON VTG | 123.62K | SH | $10.25M 1.84% | 0.00 | 0.00 | 123.62K |
TJX COS INC NEWSOLE | COM | 127.29K | SH | $10.13M 1.82% | 0.00 | 0.00 | 127.29K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 36.13K | SH | $9.59M 1.72% | 0.00 | 0.00 | 36.13K |
HONEYWELL INTL INCSOLE | COM | 41.38K | SH | $8.87M 1.60% | 0.00 | 0.00 | 41.38K |
INTUITOTR | COM | 22.20K | SH | $8.64M 1.55% | 0.00 | 0.00 | 22.20K |
BLACKROCK INCOTR | COM | 12.14K | SH | $8.60M 1.55% | 0.00 | 0.00 | 12.14K |
NIKE INCSOLE | CL B | 73.05K | SH | $8.55M 1.54% | 0.00 | 0.00 | 73.05K |
UNITEDHEALTH GROUP INCSOLE | COM | 15.60K | SH | $8.27M 1.49% | 0.00 | 0.00 | 15.60K |
ADOBE SYSTEMS INCORPORATEDOTR | COM | 23.66K | SH | $7.96M 1.43% | 0.00 | 0.00 | 23.66K |