OREM, UT
Allocation by class
Portfolio Concentration
Top 3 weight
43.0%
Top 10 weight
73.8%
Voting Authority Distribution
Total shares with voting rights: 1.46M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.46M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 566.92K | SH | $13.63M 19.85% | 0.00 | 0.00 | 544.47K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 65.56K | SH | $7.98M 11.62% | 0.00 | 0.00 | 61.13K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 288.35K | SH | $7.91M 11.52% | 0.00 | 0.00 | 270.01K |
ISHARES TRSOLE | CORE US AGGBD ET | 61.09K | SH | $6.10M 8.89% | 0.00 | 0.00 | 58.37K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 73.65K | SH | $3.56M 5.18% | 0.00 | 0.00 | 70.37K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 57.64K | SH | $2.70M 3.93% | 0.00 | 0.00 | 54.92K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 25.13K | SH | $2.29M 3.33% | 0.00 | 0.00 | 23.67K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 23.18K | SH | $2.18M 3.18% | 0.00 | 0.00 | 21.80K |
ISHARES TRSOLE | 0-5YR HI YL CP | 50.22K | SH | $2.15M 3.14% | 0.00 | 0.00 | 48.16K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 14.99K | SH | $2.15M 3.13% | 0.00 | 0.00 | 14.34K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 70.45K | SH | $2.12M 3.09% | 0.00 | 0.00 | 66K |
FIDELITY COVINGTON TRUSTSOLE | MSCI RL EST ETF | 61.38K | SH | $1.65M 2.40% | 0.00 | 0.00 | 58.39K |
NVIDIA CORPORATIONSOLE | COM | 7.63K | SH | $1.42M 2.07% | 0.00 | 0.00 | 7.59K |
APPLE INCSOLE | COM | 3.73K | SH | $1.01M 1.48% | 0.00 | 0.00 | 3.48K |
MICROSOFT CORPSOLE | COM | 2.05K | SH | $992.8K 1.45% | 0.00 | 0.00 | 2.03K |
AMAZON COM INCSOLE | COM | 3.85K | SH | $888.9K 1.29% | 0.00 | 0.00 | 3.29K |
ALPHABET INCSOLE | CAP STK CL C | 2.33K | SH | $732.7K 1.07% | 0.00 | 0.00 | 2.33K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 15.99K | SH | $710.1K 1.03% | 0.00 | 0.00 | 14.88K |
META PLATFORMS INCSOLE | CL A | 967.00 | SH | $638.4K 0.93% | 0.00 | 0.00 | 967.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 18.77K | SH | $612.4K 0.89% | 0.00 | 0.00 | 18.77K |
BROADCOM INCSOLE | COM | 1.32K | SH | $458.3K 0.67% | 0.00 | 0.00 | 1.32K |
WELLS FARGO CO NEWSOLE | COM | 4.45K | SH | $414.9K 0.60% | 0.00 | 0.00 | 4.45K |
ALPHABET INCSOLE | CAP STK CL A | 1.21K | SH | $377.2K 0.55% | 0.00 | 0.00 | 1.15K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 4.93K | SH | $365.0K 0.53% | 0.00 | 0.00 | 4.90K |
ISHARES TRSOLE | CORE INTL AGGR | 7.28K | SH | $363.9K 0.53% | 0.00 | 0.00 | 7.17K |