BOULDER, CO
Allocation by class
Portfolio Concentration
Top 3 weight
25.7%
Top 10 weight
49.1%
Voting Authority Distribution
Total shares with voting rights: 8.70M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.70M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 175.94K | SH | $131.76M 14.65% | 0.00 | 0.00 | 175.94K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 599.24K | SH | $53.45M 5.94% | 0.00 | 0.00 | 599.24K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 357.44K | SH | $45.78M 5.09% | 0.00 | 0.00 | 357.44K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 737.50K | SH | $37.30M 4.15% | 0.00 | 0.00 | 737.50K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 625.69K | SH | $36.90M 4.10% | 0.00 | 0.00 | 625.69K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 46.47K | SH | $34.70M 3.86% | 0.00 | 0.00 | 46.47K |
APPLE INCSOLE | COM | 110.14K | SH | $31.87M 3.54% | 0.00 | 0.00 | 110.14K |
ISHARES TRSOLE | CORE MSCI INTL | 336.67K | SH | $29.97M 3.33% | 0.00 | 0.00 | 336.67K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 210.86K | SH | $20.35M 2.26% | 0.00 | 0.00 | 210.86K |
ISHARES TRSOLE | CORE 60 BALA ETF | 276.97K | SH | $19.25M 2.14% | 0.00 | 0.00 | 276.97K |
ISHARES INCSOLE | CORE MSCI EMKT | 223.41K | SH | $18.51M 2.06% | 0.00 | 0.00 | 223.41K |
ISHARES TRSOLE | LOW CA OP MS ETF | 55.34K | SH | $14.00M 1.56% | 0.00 | 0.00 | 55.34K |
NVIDIA CORPORATIONSOLE | COM | 63.20K | SH | $12.64M 1.41% | 0.00 | 0.00 | 63.20K |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 186.69K | SH | $12.25M 1.36% | 0.00 | 0.00 | 186.69K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 90.77K | SH | $11.32M 1.26% | 0.00 | 0.00 | 90.77K |
ISHARES TRSOLE | CORE MSCI EAFE | 114.42K | SH | $11.05M 1.23% | 0.00 | 0.00 | 114.42K |
ISHARES GOLD TRSOLE | ISHARES NEW | 143.52K | SH | $10.84M 1.21% | 0.00 | 0.00 | 143.52K |
TRIMBLE INCSOLE | COM | 210.90K | SH | $10.79M 1.20% | 0.00 | 0.00 | 210.90K |
ALPHABET INCSOLE | CAP STK CL C | 29.01K | SH | $10.25M 1.14% | 0.00 | 0.00 | 29.01K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 141.33K | SH | $10.07M 1.12% | 0.00 | 0.00 | 141.33K |
ISHARES TRSOLE | NATIONAL MUN ETF | 92.56K | SH | $9.96M 1.11% | 0.00 | 0.00 | 92.56K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 23.91K | SH | $8.85M 0.98% | 0.00 | 0.00 | 23.91K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 59.24K | SH | $7.83M 0.87% | 0.00 | 0.00 | 59.24K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.74K | SH | $7.37M 0.82% | 0.00 | 0.00 | 10.74K |
AMAZON COM INCSOLE | COM | 27.90K | SH | $6.65M 0.74% | 0.00 | 0.00 | 27.90K |