SALT LAKE CITY, UT
Allocation by class
Portfolio Concentration
Top 3 weight
27.7%
Top 10 weight
54.3%
Voting Authority Distribution
Total shares with voting rights: 17.43M
Full voting authority
17.43M
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 | 214.95K | SH | $160.97M 11.66% | 214.95K | 0.00 | 0.00 |
PACS GROUP INCSOLE | COM SHS | 3.31M | SH | $141.02M 10.22% | 3.31M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 1.04M | SH | $80.44M 5.83% | 1.04M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 104.58K | SH | $78.10M 5.66% | 104.58K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 660.19K | SH | $63.76M 4.62% | 660.19K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 691.69K | SH | $50.78M 3.68% | 691.69K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 364.66K | SH | $48.22M 3.49% | 364.66K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 778.67K | SH | $42.54M 3.08% | 778.67K | 0.00 | 0.00 |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 847.30K | SH | $41.99M 3.04% | 847.30K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 55.00 | SH | $41.19M 2.98% | 55.00 | 0.00 | 0.00 |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 50.12K | SH | $35.25M 2.55% | 50.12K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 87.61K | SH | $32.68M 2.37% | 87.61K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 102.42K | SH | $29.64M 2.15% | 102.42K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 256.07K | SH | $27.56M 2.00% | 256.07K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 180.40K | SH | $26.75M 1.94% | 180.40K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 85.51K | SH | $25.92M 1.88% | 85.51K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 40.17K | SH | $23.34M 1.69% | 40.17K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 69.18K | SH | $20.78M 1.51% | 69.18K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 164.42K | SH | $19.65M 1.42% | 164.42K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 54.04K | SH | $19.09M 1.38% | 54.04K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 105.56K | SH | $17.50M 1.27% | 105.56K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 19.38K | SH | $14.27M 1.03% | 19.38K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.86K | SH | $13.44M 0.97% | 26.86K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDG EQU LAD ETF | 183.76K | SH | $12.42M 0.90% | 183.76K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 132.89K | SH | $10.94M 0.79% | 132.89K | 0.00 | 0.00 |