OAKLAND, CA
Allocation by class
Portfolio Concentration
Top 3 weight
35.2%
Top 10 weight
64.5%
Voting Authority Distribution
Total shares with voting rights: 1.30M
Full voting authority
1.30M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 17.87K | SH | $11.67M 13.64% | 17.87K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 221.71K | SH | $10.44M 12.20% | 221.71K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 138.24K | SH | $8.04M 9.40% | 138.24K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 39.50K | SH | $4.97M 5.81% | 39.50K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES TOTAL RE | 93.16K | SH | $4.68M 5.46% | 93.16K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 66.21K | SH | $4.06M 4.74% | 66.21K | 0.00 | 0.00 |
TCW ETF TRUSTSOLE | TRANSFRM 500 ETF | 50.17K | SH | $3.83M 4.47% | 50.17K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL VLU FT | 69.85K | SH | $2.77M 3.24% | 69.85K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY FOCUS ETF | 38.56K | SH | $2.77M 3.24% | 38.56K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 100 ETF | 6.30K | SH | $2.00M 2.34% | 6.30K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 53.66K | SH | $1.94M 2.27% | 53.66K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 55.96K | SH | $1.84M 2.15% | 55.96K | 0.00 | 0.00 |
ISHARES TRSOLE | 10-20 YR TRS ETF | 17.77K | SH | $1.79M 2.09% | 17.77K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 11.91K | SH | $1.68M 1.97% | 11.91K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 18.79K | SH | $1.66M 1.94% | 18.79K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 21.60K | SH | $1.51M 1.76% | 21.60K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | US MOMENTUM | 19.97K | SH | $1.36M 1.58% | 19.97K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 27.41K | SH | $1.31M 1.53% | 27.41K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.33K | SH | $1.10M 1.28% | 4.33K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 20.81K | SH | $1.08M 1.26% | 20.81K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR US AGRGT | 18.55K | SH | $881.8K 1.03% | 18.55K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWRE USD ETF | 36.53K | SH | $845.3K 0.99% | 36.53K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 11.62K | SH | $823.2K 0.96% | 11.62K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | INDIA ERNGS FD | 18.95K | SH | $773.3K 0.90% | 18.95K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES INTERMED | 32.21K | SH | $770.2K 0.90% | 32.21K | 0.00 | 0.00 |