LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
16.9%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 2.22M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.22M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 11.71K | SH | $8.77M 6.22% | 0.00 | 0.00 | 11.71K |
BLACKROCK ETF TRUSTSOLE | ISHA US AWAR ETF | 99.01K | SH | $7.94M 5.63% | 0.00 | 0.00 | 99.01K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 32.70K | SH | $7.13M 5.05% | 0.00 | 0.00 | 32.70K |
ISHARES TRSOLE | ESG AWR US AGRGT | 149.74K | SH | $7.10M 5.03% | 0.00 | 0.00 | 149.74K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 116.97K | SH | $6.32M 4.48% | 0.00 | 0.00 | 116.97K |
ISHARES TRSOLE | ESG AWR MSCI USA | 38.37K | SH | $6.28M 4.45% | 0.00 | 0.00 | 38.37K |
ISHARES TRSOLE | ESG MSCI KLD ETF | 40.39K | SH | $5.75M 4.08% | 0.00 | 0.00 | 40.39K |
ISHARES TRSOLE | ESG AWRE USD ETF | 238.68K | SH | $5.53M 3.92% | 0.00 | 0.00 | 238.68K |
ISHARES TRSOLE | ESG MSCI USA ETF | 66.28K | SH | $4.60M 3.26% | 0.00 | 0.00 | 66.28K |
ISHARES TRSOLE | GNMA BOND ETF | 102.92K | SH | $4.55M 3.23% | 0.00 | 0.00 | 102.92K |
APPLE INCSOLE | COM | 15.69K | SH | $4.54M 3.22% | 0.00 | 0.00 | 15.69K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 11.43K | SH | $3.46M 2.46% | 0.00 | 0.00 | 11.43K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 135.34K | SH | $3.38M 2.40% | 0.00 | 0.00 | 135.34K |
ISHARES INCSOLE | ESG AWR MSCI EM | 53.84K | SH | $2.94M 2.09% | 0.00 | 0.00 | 53.84K |
J P MORGAN EXCHANGE TRADED FSOLE | MORTGAGE BACKED | 54.65K | SH | $2.77M 1.96% | 0.00 | 0.00 | 54.65K |
ISHARES TRSOLE | ESG EAFE ETF | 28.21K | SH | $2.39M 1.69% | 0.00 | 0.00 | 28.21K |
ISHARES TRSOLE | ESG AWR MSCI USA | 62.46K | SH | $2.19M 1.56% | 0.00 | 0.00 | 62.46K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 42.60K | SH | $1.73M 1.23% | 0.00 | 0.00 | 42.60K |
LAZARD ACTIVE ETF TRSOLE | INTL DYNAMIC EQT | 48.56K | SH | $1.70M 1.21% | 0.00 | 0.00 | 48.56K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 27.92K | SH | $1.65M 1.17% | 0.00 | 0.00 | 27.92K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.40K | SH | $1.63M 1.15% | 0.00 | 0.00 | 4.40K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 32.57K | SH | $1.44M 1.02% | 0.00 | 0.00 | 32.57K |
MICROSOFT CORPSOLE | COM | 3.74K | SH | $1.40M 0.99% | 0.00 | 0.00 | 3.74K |
AMAZON COM INCSOLE | COM | 5.83K | SH | $1.39M 0.99% | 0.00 | 0.00 | 5.83K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 22.01K | SH | $1.28M 0.91% | 0.00 | 0.00 | 22.01K |