FRESNO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
21.3%
Top 10 weight
51.3%
Voting Authority Distribution
Total shares with voting rights: 9.54M
Full voting authority
9.54M
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 TR BI ETF | 686.35K | SH | $51.94M 9.80% | 686.35K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 1.20M | SH | $31.87M 6.02% | 1.20M | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION | 1.13M | SH | $29.14M 5.50% | 1.13M | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 629.62K | SH | $28.64M 5.41% | 629.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 128.15K | SH | $27.93M 5.27% | 128.15K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 301.76K | SH | $27.40M 5.17% | 301.76K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 468.65K | SH | $23.66M 4.47% | 468.65K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | SHORT DURA CORE | 387.80K | SH | $18.28M 3.45% | 387.80K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 144.59K | SH | $17.20M 3.25% | 144.59K | 0.00 | 0.00 |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREAT UNIT | 356.38K | SH | $15.85M 2.99% | 356.38K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 19.95K | SH | $13.70M 2.59% | 19.95K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 599.09K | SH | $13.35M 2.52% | 599.09K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 291.73K | SH | $13.33M 2.52% | 291.73K | 0.00 | 0.00 |
COMMUNITY WEST BANCSHARES NESOLE | COM | 494.69K | SH | $13.29M 2.51% | 494.69K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREAT UNIT | 267.94K | SH | $12.65M 2.39% | 267.94K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 265.24K | SH | $12.21M 2.31% | 265.24K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 89.99K | SH | $11.23M 2.12% | 89.99K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 114.28K | SH | $10.42M 1.97% | 114.28K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 125.14K | SH | $10.08M 1.90% | 125.14K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | S&P 500 PREMIUM | 130.86K | SH | $7.27M 1.37% | 130.86K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.48K | SH | $7.27M 1.37% | 19.48K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 24.52K | SH | $7.10M 1.34% | 24.52K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 16.75K | SH | $7.04M 1.33% | 16.75K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ULTR SH GO AC FD | 69.67K | SH | $7.03M 1.33% | 69.67K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 31.60K | SH | $6.32M 1.19% | 31.60K | 0.00 | 0.00 |