MILBRAE, CA
Allocation by class
Portfolio Concentration
Top 3 weight
53.6%
Top 10 weight
91.9%
Voting Authority Distribution
Total shares with voting rights: 1.80M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.80M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | S&P 500 ETF SHS | 42.85K | SH | $27.91M 23.13% | 0.00 | 0.00 | 42.85K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | WORLD EX US CORE | 600.66K | SH | $21.63M 17.93% | 0.00 | 0.00 | 600.66K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 66.21K | SH | $15.08M 12.50% | 0.00 | 0.00 | 66.21K |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | US CORE EQUITY 2 | 281.53K | SH | $11.82M 9.80% | 0.00 | 0.00 | 281.53K |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | INTL EQTY ETF | 446.21K | SH | $11.66M 9.67% | 0.00 | 0.00 | 446.21K |
VANGUARD INTERMEDIATE-TERM BOND ETFSOLE | INTERMED TERM | 87.47K | SH | $6.76M 5.60% | 0.00 | 0.00 | 87.47K |
VANGUARD MID-CAP VALUE ETFSOLE | MCAP VL IDXVIP | 30.38K | SH | $5.87M 4.87% | 0.00 | 0.00 | 30.38K |
ISHARES CORE S&P SMALL CAP ETFSOLE | CORE S&P SCP ETF | 37.14K | SH | $5.03M 4.17% | 0.00 | 0.00 | 37.14K |
VANGUARD TAX-EXEMPT BOND ETFSOLE | TAX EXEMPT BD | 59.31K | SH | $2.99M 2.48% | 0.00 | 0.00 | 59.31K |
ISHARES CALIFORNIA MUNI BOND ETFSOLE | CALIF MUN BD ETF | 36.29K | SH | $2.09M 1.73% | 0.00 | 0.00 | 36.29K |
VANGUARD CORE BOND ETFSOLE | CORE BD ETF | 26.72K | SH | $2.07M 1.72% | 0.00 | 0.00 | 26.72K |
ISHARES LONG-TERM NATIONAL MUNI BOND ETFSOLE | LONG TERM MUNI | 27.90K | SH | $1.42M 1.18% | 0.00 | 0.00 | 27.90K |
ADOBE INC COMSOLE | COM | 4.49K | SH | $1.07M 0.89% | 0.00 | 0.00 | 4.49K |
INTUITIVE SURGICAL INC COM NEWSOLE | COM NEW | 1.93K | SH | $922.2K 0.76% | 0.00 | 0.00 | 1.93K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | TOTAL STK MKT | 1.83K | SH | $640.8K 0.53% | 0.00 | 0.00 | 1.83K |
ISHARES NEW YORK MUNI BOND ETFSOLE | NEW YORK MUN ETF | 10.85K | SH | $582.9K 0.48% | 0.00 | 0.00 | 10.85K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | VAN FTSE DEV MKT | 6.16K | SH | $416.9K 0.35% | 0.00 | 0.00 | 6.16K |
AUTODESK INC COMSOLE | COM | 1.55K | SH | $358.9K 0.30% | 0.00 | 0.00 | 1.55K |
ALPHABET INC CAP STK CL ASOLE | CAP STK CL A | 975.00 | SH | $330.4K 0.27% | 0.00 | 0.00 | 975.00 |
STATE STREET SPDR S&P 500 ETFSOLE | TR UNIT | 294.00 | SH | $208.3K 0.17% | 0.00 | 0.00 | 294.00 |
INTEL CORP COMSOLE | COM | 2.92K | SH | $194.9K 0.16% | 0.00 | 0.00 | 2.92K |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | VG TL INTL STK F | 2.28K | SH | $186.4K 0.15% | 0.00 | 0.00 | 2.28K |
WALMART INC COMSOLE | COM | 1.20K | SH | $158.4K 0.13% | 0.00 | 0.00 | 1.20K |
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFSOLE | 0-5YR HI YL CP | 3.13K | SH | $133.4K 0.11% | 0.00 | 0.00 | 3.13K |
AMGEN INC COMSOLE | COM | 354.00 | SH | $123.4K 0.10% | 0.00 | 0.00 | 354.00 |