SAN DIEGO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
51.3%
Top 10 weight
77.6%
Voting Authority Distribution
Total shares with voting rights: 87.69M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
87.69M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 7.25M | SH | $2.70B 25.20% | 0.00 | 0.00 | 7.25M |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 27.91M | SH | $2.07B 19.30% | 0.00 | 0.00 | 27.91M |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 3.10M | SH | $722.19M 6.75% | 0.00 | 0.00 | 3.10M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 3.80M | SH | $636.24M 5.95% | 0.00 | 0.00 | 3.80M |
ISHARES TRSOLE | EAFE GRWTH ETF | 5.42M | SH | $562.61M 5.26% | 0.00 | 0.00 | 5.42M |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 1.69M | SH | $432.40M 4.04% | 0.00 | 0.00 | 1.69M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 2.85M | SH | $343.44M 3.21% | 0.00 | 0.00 | 2.85M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.09M | SH | $297.56M 2.78% | 0.00 | 0.00 | 1.09M |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 1.45M | SH | $279.09M 2.61% | 0.00 | 0.00 | 1.45M |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 2.95M | SH | $271.45M 2.54% | 0.00 | 0.00 | 2.95M |
ALPHABET INCSOLE | CAP STK CL C | 1.35M | SH | $229.10M 2.14% | 0.00 | 0.00 | 1.35M |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 1.42M | SH | $225.27M 2.10% | 0.00 | 0.00 | 1.42M |
NVIDIA CORPORATIONSOLE | COM | 1.78M | SH | $207.04M 1.93% | 0.00 | 0.00 | 1.78M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 4.63M | SH | $205.95M 1.92% | 0.00 | 0.00 | 4.63M |
ISHARES U S ETF TRSOLE | GSCI CMDTY STGY | 5.53M | SH | $144.97M 1.35% | 0.00 | 0.00 | 5.53M |
APPLE INCSOLE | COM | 541.91K | SH | $120.95M 1.13% | 0.00 | 0.00 | 541.91K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 1.74M | SH | $86.67M 0.81% | 0.00 | 0.00 | 1.74M |
UBER TECHNOLOGIES INCSOLE | COM | 1.14M | SH | $80.21M 0.75% | 0.00 | 0.00 | 1.14M |
QUALCOMM INCSOLE | COM | 445.54K | SH | $78.67M 0.74% | 0.00 | 0.00 | 445.54K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 848.65K | SH | $66.09M 0.62% | 0.00 | 0.00 | 848.65K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 98.62K | SH | $50.12M 0.47% | 0.00 | 0.00 | 98.62K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 984.89K | SH | $49.93M 0.47% | 0.00 | 0.00 | 984.89K |
MICROSOFT CORPSOLE | COM | 113.17K | SH | $48.36M 0.45% | 0.00 | 0.00 | 113.17K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 478.47K | SH | $37.55M 0.35% | 0.00 | 0.00 | 478.47K |
ADVANCED MICRO DEVICES INCSOLE | COM | 242.78K | SH | $35.89M 0.34% | 0.00 | 0.00 | 242.78K |