DENVER, CO
Allocation by class
Portfolio Concentration
Top 3 weight
16.9%
Top 10 weight
30.5%
Voting Authority Distribution
Total shares with voting rights: 2.26M
Full voting authority
2.26M
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 | 30.53K | SH | $19.94M 11.44% | 30.53K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.43K | SH | $5.48M 3.15% | 8.43K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 9.44K | SH | $4.06M 2.33% | 9.44K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.47K | SH | $4.00M 2.29% | 12.47K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 26.06K | SH | $3.60M 2.07% | 26.06K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 36.02K | SH | $3.50M 2.01% | 36.02K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 109.05K | SH | $3.35M 1.92% | 109.05K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 12.68K | SH | $3.32M 1.91% | 12.68K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 63.51K | SH | $2.99M 1.72% | 63.51K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 45.89K | SH | $2.93M 1.68% | 45.89K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 37K | SH | $2.90M 1.66% | 37K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 24.98K | SH | $2.72M 1.56% | 24.98K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 114.63K | SH | $2.63M 1.51% | 114.63K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 13.12K | SH | $2.29M 1.31% | 13.12K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 15.18K | SH | $2.25M 1.29% | 15.18K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 27.63K | SH | $2.13M 1.22% | 27.63K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.39K | SH | $1.96M 1.12% | 3.39K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 19.46K | SH | $1.85M 1.06% | 19.46K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 14.62K | SH | $1.82M 1.04% | 14.62K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.63K | SH | $1.80M 1.03% | 8.63K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.60K | SH | $1.72M 0.99% | 3.60K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 29.74K | SH | $1.56M 0.90% | 29.74K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 5.41K | SH | $1.55M 0.89% | 5.41K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.17K | SH | $1.55M 0.89% | 4.17K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 66.48K | SH | $1.54M 0.89% | 66.48K | 0.00 | 0.00 |