IRVINE, CA
Allocation by class
Portfolio Concentration
Top 3 weight
10.0%
Top 10 weight
24.3%
Voting Authority Distribution
Total shares with voting rights: 14.60M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
14.60M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 129.23K | SH | $47.82M 4.24% | 0.00 | 0.00 | 129.23K |
NVIDIA CORPORATIONSOLE | COM | 172.11K | SH | $34.44M 3.05% | 0.00 | 0.00 | 172.11K |
ISHARES GOLD TRSOLE | ISHARES NEW | 397.97K | SH | $30.05M 2.66% | 0.00 | 0.00 | 397.97K |
ISHARES TRSOLE | CORE S&P500 ETF | 36.07K | SH | $27.01M 2.39% | 0.00 | 0.00 | 36.07K |
NEWMONT CORPSOLE | COM | 268.08K | SH | $25.04M 2.22% | 0.00 | 0.00 | 268.08K |
APPLE INCSOLE | COM | 80.64K | SH | $23.33M 2.07% | 0.00 | 0.00 | 80.64K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 182.05K | SH | $22.71M 2.01% | 0.00 | 0.00 | 182.05K |
MICROSOFT CORPSOLE | COM | 60.36K | SH | $22.52M 2.00% | 0.00 | 0.00 | 60.36K |
MARVELL TECHNOLOGY INCSOLE | COM | 73.92K | SH | $22.02M 1.95% | 0.00 | 0.00 | 73.92K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 262.84K | SH | $19.30M 1.71% | 0.00 | 0.00 | 262.84K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 501.62K | SH | $19.18M 1.70% | 0.00 | 0.00 | 501.62K |
ALPHABET INCSOLE | CAP STK CL C | 47.91K | SH | $16.93M 1.50% | 0.00 | 0.00 | 47.91K |
RTX CORPORATIONSOLE | COM | 87.73K | SH | $16.64M 1.48% | 0.00 | 0.00 | 87.73K |
AMPHENOL CORPSOLE | CL A | 93.57K | SH | $16.50M 1.46% | 0.00 | 0.00 | 93.57K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 380.73K | SH | $15.47M 1.37% | 0.00 | 0.00 | 380.73K |
SPDR GOLD TRSOLE | GOLD SHS | 41.37K | SH | $15.24M 1.35% | 0.00 | 0.00 | 41.37K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 167.05K | SH | $14.28M 1.27% | 0.00 | 0.00 | 167.05K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 256.01K | SH | $12.95M 1.15% | 0.00 | 0.00 | 256.01K |
CSX CORPSOLE | COM | 260.64K | SH | $12.39M 1.10% | 0.00 | 0.00 | 260.64K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 247.28K | SH | $11.98M 1.06% | 0.00 | 0.00 | 247.28K |
AMAZON COM INCSOLE | COM | 49.36K | SH | $11.76M 1.04% | 0.00 | 0.00 | 49.36K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 24.45K | SH | $11.67M 1.03% | 0.00 | 0.00 | 24.45K |
PALO ALTO NETWORKS INCSOLE | COM | 34.22K | SH | $11.67M 1.03% | 0.00 | 0.00 | 34.22K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 13.88K | SH | $10.36M 0.92% | 0.00 | 0.00 | 13.88K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 65.08K | SH | $9.77M 0.87% | 0.00 | 0.00 | 65.08K |