LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
30.7%
Top 10 weight
57.7%
Voting Authority Distribution
Total shares with voting rights: 2.12M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.12M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | VAN FTSE DEV MKT | 234.48K | SH | $15.03M 13.22% | 0.00 | 0.00 | 234.48K |
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFSOLE | FUNDAMENTAL US L | 375.20K | SH | $10.45M 9.19% | 0.00 | 0.00 | 375.20K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 44.02K | SH | $9.47M 8.33% | 0.00 | 0.00 | 44.02K |
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND ETFSOLE | EMG MKTS SMCAP | 119.99K | SH | $7.21M 6.35% | 0.00 | 0.00 | 119.99K |
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFSOLE | INTL DVD ETF | 51.55K | SH | $4.56M 4.01% | 0.00 | 0.00 | 51.55K |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFSOLE | INTL SMCP VLU | 41.51K | SH | $4.15M 3.65% | 0.00 | 0.00 | 41.51K |
VANGUARD S&P 500 ETFSOLE | S&P 500 ETF SHS | 6.49K | SH | $3.88M 3.41% | 0.00 | 0.00 | 6.49K |
ISHARES CORE S&P SMALL CAP ETFSOLE | CORE S&P SCP ETF | 29.67K | SH | $3.69M 3.25% | 0.00 | 0.00 | 29.67K |
STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETFSOLE | STATE STREET SPD | 49.05K | SH | $3.66M 3.22% | 0.00 | 0.00 | 49.05K |
VANGUARD TOTAL BOND MARKET ETFSOLE | TOTAL BND MRKT | 47.28K | SH | $3.48M 3.06% | 0.00 | 0.00 | 47.28K |
ISHARES GLOBAL REIT ETFSOLE | GLOBAL REIT ETF | 120.66K | SH | $3.03M 2.67% | 0.00 | 0.00 | 120.66K |
VANGUARD ULTRA-SHORT BOND ETFSOLE | VANGUARD ULTRA | 58.58K | SH | $2.92M 2.57% | 0.00 | 0.00 | 58.58K |
CAPITAL GROUP CORE PLUS INCOME ETFSOLE | CORE PLUS INCM | 108.97K | SH | $2.43M 2.14% | 0.00 | 0.00 | 108.97K |
VANGUARD SHORT TERM INFL-PROTECTEDSOLE | STRM INFPROIDX | 43.51K | SH | $2.17M 1.91% | 0.00 | 0.00 | 43.51K |
POWERSHARES INTERNATIONAL CORP BOND ETFSOLE | INTL CORP BD | 92.53K | SH | $2.14M 1.88% | 0.00 | 0.00 | 92.53K |
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETFSOLE | FUNDAMENTAL INTL | 42.29K | SH | $2.07M 1.82% | 0.00 | 0.00 | 42.29K |
BANK OF AMER CORP COMSOLE | COM | 34.23K | SH | $1.67M 1.47% | 0.00 | 0.00 | 34.23K |
JOHNSON CTLS INTL PLC SHSSOLE | SHS | 11.82K | SH | $1.55M 1.36% | 0.00 | 0.00 | 11.82K |
VANGUARD MID-CAP VALUE ETFSOLE | MCAP VL IDXVIP | 8.02K | SH | $1.48M 1.30% | 0.00 | 0.00 | 8.02K |
LOWES COS INC COMSOLE | COM | 6.08K | SH | $1.44M 1.27% | 0.00 | 0.00 | 6.08K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | CL B NEW | 2.67K | SH | $1.28M 1.13% | 0.00 | 0.00 | 2.67K |
FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUNDSOLE | COM SHS ANNUAL | 15.46K | SH | $1.27M 1.12% | 0.00 | 0.00 | 15.46K |
MARKEL CORP HOLDING COSOLE | COM | 649.00 | SH | $1.24M 1.09% | 0.00 | 0.00 | 649.00 |
PEPSICO INC COMSOLE | COM | 7.61K | SH | $1.18M 1.04% | 0.00 | 0.00 | 7.61K |
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFSOLE | ULTRA SHT MUNCPL | 22.88K | SH | $1.17M 1.03% | 0.00 | 0.00 | 22.88K |