SALT LAKE CITY, UT
Allocation by class
Portfolio Concentration
Top 3 weight
25.5%
Top 10 weight
53.0%
Voting Authority Distribution
Total shares with voting rights: 12.42M
Full voting authority
12.42M
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 | 216.42K | SH | $141.37M 12.06% | 216.42K | 0.00 | 0.00 |
PACS GROUP INCSOLE | COM SHS | 2.75M | SH | $88.46M 7.55% | 2.75M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 1.01M | SH | $68.44M 5.84% | 1.01M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 100.27K | SH | $65.21M 5.57% | 100.27K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 613.83K | SH | $55.57M 4.74% | 613.83K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 672.98K | SH | $49.56M 4.23% | 672.98K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 364.58K | SH | $40.93M 3.49% | 364.58K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 56.00 | SH | $40.22M 3.43% | 56.00 | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 763.45K | SH | $37.71M 3.22% | 763.45K | 0.00 | 0.00 |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 675.33K | SH | $33.43M 2.85% | 675.33K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 83.59K | SH | $30.94M 2.64% | 83.59K | 0.00 | 0.00 |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 50.13K | SH | $30.92M 2.64% | 50.13K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 105.08K | SH | $26.67M 2.28% | 105.08K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 235.25K | SH | $24.97M 2.13% | 235.25K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 85.51K | SH | $22.40M 1.91% | 85.51K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 173.85K | SH | $21.61M 1.84% | 173.85K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 104.19K | SH | $21.56M 1.84% | 104.19K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 71.08K | SH | $17.63M 1.50% | 71.08K | 0.00 | 0.00 |
ISHARES U S ETF TRSOLE | SHORT MATURITY M | 307.37K | SH | $15.47M 1.32% | 307.37K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 53.10K | SH | $15.23M 1.30% | 53.10K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 20.55K | SH | $14.34M 1.22% | 20.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25.60K | SH | $12.27M 1.05% | 25.60K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 179.67K | SH | $11.48M 0.98% | 179.67K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 19.05K | SH | $10.99M 0.94% | 19.05K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 132.90K | SH | $9.53M 0.81% | 132.90K | 0.00 | 0.00 |