FRESNO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
24.2%
Top 10 weight
53.2%
Voting Authority Distribution
Total shares with voting rights: 9.85M
Full voting authority
9.85M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 793.23K | SH | $60.01M 12.45% | 793.23K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 1.15M | SH | $30.18M 6.26% | 1.15M | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION | 1.03M | SH | $26.69M 5.53% | 1.03M | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 580.29K | SH | $26.47M 5.49% | 580.29K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 459.48K | SH | $23.14M 4.80% | 459.48K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 288.38K | SH | $22.80M 4.73% | 288.38K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 115.92K | SH | $22.74M 4.72% | 115.92K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | SHORT DURA CORE | 372.49K | SH | $17.62M 3.65% | 372.49K | 0.00 | 0.00 |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 356.16K | SH | $13.68M 2.84% | 356.16K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 135.61K | SH | $13.28M 2.75% | 135.61K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 568.79K | SH | $12.71M 2.64% | 568.79K | 0.00 | 0.00 |
UNITED SEC BANCSHARES CALIFSOLE | COM | 1.20M | SH | $12.65M 2.62% | 1.20M | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 263.51K | SH | $11.37M 2.36% | 263.51K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 245.88K | SH | $11.33M 2.35% | 245.88K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.96K | SH | $10.14M 2.10% | 16.96K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 232.04K | SH | $9.33M 1.93% | 232.04K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 82.59K | SH | $9.12M 1.89% | 82.59K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 109.96K | SH | $8.86M 1.84% | 109.96K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 29.52K | SH | $8.48M 1.76% | 29.52K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ULTRA SHORT GOVT | 72.33K | SH | $7.30M 1.51% | 72.33K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.46K | SH | $7.20M 1.49% | 19.46K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 24.35K | SH | $6.18M 1.28% | 24.35K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MUNI INCOME OPP | 130.27K | SH | $5.88M 1.22% | 130.27K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 38.17K | SH | $5.65M 1.17% | 38.17K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 31.21K | SH | $5.44M 1.13% | 31.21K | 0.00 | 0.00 |