SALT LAKE CITY, UT
Allocation by class
Portfolio Concentration
Top 3 weight
64.1%
Top 10 weight
99.9%
Voting Authority Distribution
Total shares with voting rights: 2.45M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.45M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.08M | SH | $79.48M 36.38% | 0.00 | 0.00 | 1.08M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 412.59K | SH | $31.81M 14.56% | 0.00 | 0.00 | 412.59K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 89.31K | SH | $28.65M 13.11% | 0.00 | 0.00 | 89.31K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 558.34K | SH | $26.83M 12.28% | 0.00 | 0.00 | 558.34K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 198.47K | SH | $26.72M 12.23% | 0.00 | 0.00 | 198.47K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 85.26K | SH | $22.34M 10.22% | 0.00 | 0.00 | 85.26K |
MICROSOFT CORPSOLE | COM | 2.04K | SH | $757.1K 0.35% | 0.00 | 0.00 | 2.04K |
BP PLCSOLE | SPONSORED ADR | 15.42K | SH | $724.6K 0.33% | 0.00 | 0.00 | 15.42K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.16K | SH | $554.1K 0.25% | 0.00 | 0.00 | 1.16K |
APPLE INCSOLE | COM | 1.39K | SH | $351.8K 0.16% | 0.00 | 0.00 | 1.39K |
ISHARES SILVER TRSOLE | ISHARES | 4.02K | SH | $273.9K 0.13% | 0.00 | 0.00 | 4.02K |