IRVINE, CA
Allocation by class
Portfolio Concentration
Top 3 weight
9.9%
Top 10 weight
24.9%
Voting Authority Distribution
Total shares with voting rights: 14.25M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
14.25M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 126.28K | SH | $40.51M 3.84% | 0.00 | 0.00 | 126.28K |
ISHARES GOLD TRSOLE | ISHARES NEW | 386.86K | SH | $34.11M 3.23% | 0.00 | 0.00 | 386.86K |
NVIDIA CORPORATIONSOLE | COM | 174.08K | SH | $30.36M 2.87% | 0.00 | 0.00 | 174.08K |
NEWMONT CORPSOLE | COM | 269.46K | SH | $29.17M 2.76% | 0.00 | 0.00 | 269.46K |
ISHARES TRSOLE | CORE S&P500 ETF | 36.59K | SH | $23.90M 2.26% | 0.00 | 0.00 | 36.59K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 499.44K | SH | $22.29M 2.11% | 0.00 | 0.00 | 499.44K |
MICROSOFT CORPSOLE | COM | 59.17K | SH | $21.90M 2.07% | 0.00 | 0.00 | 59.17K |
APPLE INCSOLE | COM | 83.34K | SH | $21.15M 2.00% | 0.00 | 0.00 | 83.34K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 183.39K | SH | $20.26M 1.92% | 0.00 | 0.00 | 183.39K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 258.31K | SH | $19.02M 1.80% | 0.00 | 0.00 | 258.31K |
SPDR GOLD TRSOLE | GOLD SHS | 41.40K | SH | $17.81M 1.69% | 0.00 | 0.00 | 41.40K |
RTX CORPORATIONSOLE | COM | 87.65K | SH | $16.91M 1.60% | 0.00 | 0.00 | 87.65K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 408.58K | SH | $14.12M 1.34% | 0.00 | 0.00 | 408.58K |
ALPHABET INCSOLE | CAP STK CL C | 48.97K | SH | $14.05M 1.33% | 0.00 | 0.00 | 48.97K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 161.36K | SH | $12.44M 1.18% | 0.00 | 0.00 | 161.36K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 238.67K | SH | $12.08M 1.14% | 0.00 | 0.00 | 238.67K |
AMPHENOL CORPSOLE | CL A | 93.92K | SH | $11.87M 1.12% | 0.00 | 0.00 | 93.92K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 238.71K | SH | $11.47M 1.09% | 0.00 | 0.00 | 238.71K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 64.71K | SH | $11.20M 1.06% | 0.00 | 0.00 | 64.71K |
CSX CORPSOLE | COM | 265.48K | SH | $10.90M 1.03% | 0.00 | 0.00 | 265.48K |
TOTALENERGIES SESOLE | ACT | 117.57K | SH | $10.70M 1.01% | 0.00 | 0.00 | 117.57K |
EXXON MOBIL CORPSOLE | COM | 60.55K | SH | $10.27M 0.97% | 0.00 | 0.00 | 60.55K |
AMAZON COM INCSOLE | COM | 48.85K | SH | $10.17M 0.96% | 0.00 | 0.00 | 48.85K |
NISOURCE INCSOLE | COM | 198.05K | SH | $9.24M 0.87% | 0.00 | 0.00 | 198.05K |
CHURCH & DWIGHT CO INCSOLE | COM | 98.58K | SH | $9.20M 0.87% | 0.00 | 0.00 | 98.58K |