HONOLULU, HI
Allocation by class
Portfolio Concentration
Top 3 weight
22.0%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 3.27M
Full voting authority
3.27M
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 S&P 500 ETFSOLE | COM | 44.37K | SH | $30.47M 12.46% | 44.37K | 0.00 | 0.00 |
Vanguard ST Bond ETFSOLE | COM | 172.16K | SH | $13.41M 5.48% | 172.16K | 0.00 | 0.00 |
iShares Russell 2000 ETFSOLE | COM | 32.73K | SH | $9.83M 4.02% | 32.73K | 0.00 | 0.00 |
Vanguard ST TIPS ETFSOLE | COM | 193.85K | SH | $9.74M 3.98% | 193.85K | 0.00 | 0.00 |
Vanguard Ttl Mkt ETFSOLE | COM | 26.18K | SH | $9.69M 3.96% | 26.18K | 0.00 | 0.00 |
Schwab ST Treas ETFSOLE | COM | 366.10K | SH | $8.84M 3.61% | 366.10K | 0.00 | 0.00 |
iShares Int Gov/Cr Bd ETFSOLE | COM | 74.12K | SH | $7.86M 3.21% | 74.12K | 0.00 | 0.00 |
iShares S&P 500 ETFSOLE | COM | 10.38K | SH | $7.78M 3.18% | 10.38K | 0.00 | 0.00 |
Vanguard Dev Mkts ETFSOLE | COM | 80.24K | SH | $5.72M 2.34% | 80.24K | 0.00 | 0.00 |
iShares MSCI ACWI ex US ETFSOLE | COM | 71.96K | SH | $5.48M 2.24% | 71.96K | 0.00 | 0.00 |
iShares Core 1-5 Year USD BondSOLE | COM | 101.63K | SH | $4.90M 2.00% | 101.63K | 0.00 | 0.00 |
Vanguard Total Bnd ETFSOLE | COM | 60.01K | SH | $4.41M 1.80% | 60.01K | 0.00 | 0.00 |
DFA US Core Eq 2 ETFSOLE | COM | 94.13K | SH | $4.18M 1.71% | 94.13K | 0.00 | 0.00 |
Schwab US Lg Cap ETFSOLE | COM | 132.68K | SH | $3.90M 1.60% | 132.68K | 0.00 | 0.00 |
Schwab US TIPS ETFSOLE | COM | 147.24K | SH | $3.90M 1.59% | 147.24K | 0.00 | 0.00 |
Schwab US Mkt ETFSOLE | COM | 126.38K | SH | $3.66M 1.50% | 126.38K | 0.00 | 0.00 |
Schwab US Sm Cap ETFSOLE | COM | 95.57K | SH | $3.45M 1.41% | 95.57K | 0.00 | 0.00 |
Vanguard Int Bd ETFSOLE | COM | 44.93K | SH | $3.45M 1.41% | 44.93K | 0.00 | 0.00 |
DFA World ex US Core Eq 2 ETFSOLE | COM | 92.21K | SH | $3.40M 1.39% | 92.21K | 0.00 | 0.00 |
Schwab US Agg ETFSOLE | COM | 143.46K | SH | $3.32M 1.36% | 143.46K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | COM | 36.22K | SH | $3.18M 1.30% | 36.22K | 0.00 | 0.00 |
Vanguard Tax Exempt Bond ETFSOLE | COM | 62.53K | SH | $3.16M 1.29% | 62.53K | 0.00 | 0.00 |
NVidia CorpSOLE | COM | 14.68K | SH | $2.94M 1.20% | 14.68K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 7.20K | SH | $2.57M 1.05% | 7.20K | 0.00 | 0.00 |
Schwab Intl Equity ETFSOLE | COM | 90.67K | SH | $2.51M 1.03% | 90.67K | 0.00 | 0.00 |