LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
18.7%
Top 10 weight
49.1%
Voting Authority Distribution
Total shares with voting rights: 2.02M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.02M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLACKROCK ETF TRUSTSOLE | ISHARES US CARBO | 112.90K | SH | $7.92M 6.55% | 0.00 | 0.00 | 112.90K |
ISHARES TRSOLE | CORE S&P500 ETF | 11.31K | SH | $7.39M 6.11% | 0.00 | 0.00 | 11.31K |
ISHARES TRSOLE | ESG AWRE USD ETF | 314.45K | SH | $7.28M 6.02% | 0.00 | 0.00 | 314.45K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 117.51K | SH | $6.20M 5.13% | 0.00 | 0.00 | 117.51K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 30.73K | SH | $6.03M 4.99% | 0.00 | 0.00 | 30.73K |
ISHARES TRSOLE | ESG AWR US AGRGT | 119.01K | SH | $5.66M 4.68% | 0.00 | 0.00 | 119.01K |
ISHARES TRSOLE | ESG AWR MSCI USA | 38.61K | SH | $5.46M 4.52% | 0.00 | 0.00 | 38.61K |
ISHARES TRSOLE | ESG MSCI KLD 400 | 44.89K | SH | $5.44M 4.50% | 0.00 | 0.00 | 44.89K |
APPLE INCSOLE | COM | 15.66K | SH | $3.97M 3.29% | 0.00 | 0.00 | 15.66K |
ISHARES TRSOLE | ESG MSCI USA ETF | 71.45K | SH | $3.94M 3.26% | 0.00 | 0.00 | 71.45K |
ISHARES TRSOLE | GNMA BOND ETF | 87.59K | SH | $3.88M 3.21% | 0.00 | 0.00 | 87.59K |
ISHARES INCSOLE | ESG AWR MSCI EM | 74.22K | SH | $3.37M 2.79% | 0.00 | 0.00 | 74.22K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 11.21K | SH | $2.66M 2.20% | 0.00 | 0.00 | 11.21K |
J P MORGAN EXCHANGE TRADED FSOLE | MORTGAGE BACKED | 49.64K | SH | $2.53M 2.09% | 0.00 | 0.00 | 49.64K |
ISHARES TRSOLE | ESG AWR MSCI USA | 66.91K | SH | $2.13M 1.76% | 0.00 | 0.00 | 66.91K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 49.36K | SH | $1.71M 1.41% | 0.00 | 0.00 | 49.36K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 24.60K | SH | $1.47M 1.21% | 0.00 | 0.00 | 24.60K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 37.21K | SH | $1.45M 1.20% | 0.00 | 0.00 | 37.21K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.84K | SH | $1.36M 1.13% | 0.00 | 0.00 | 2.84K |
BLACKROCK ETF TRUSTSOLE | ISHARES WORLD EX | 23.42K | SH | $1.29M 1.07% | 0.00 | 0.00 | 23.42K |
MICROSOFT CORPSOLE | COM | 3.50K | SH | $1.29M 1.07% | 0.00 | 0.00 | 3.50K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 13.35K | SH | $1.28M 1.06% | 0.00 | 0.00 | 13.35K |
AMAZON COM INCSOLE | COM | 5.69K | SH | $1.18M 0.98% | 0.00 | 0.00 | 5.69K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.59K | SH | $1.15M 0.95% | 0.00 | 0.00 | 3.59K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 19.65K | SH | $1.15M 0.95% | 0.00 | 0.00 | 19.65K |