PALOS VERDES ESTATES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
30.1%
Top 10 weight
60.6%
Voting Authority Distribution
Total shares with voting rights: 2.31M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.31M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 102.49K | SH | $20.11M 12.95% | 0.00 | 0.00 | 102.49K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 400.79K | SH | $15.61M 10.06% | 0.00 | 0.00 | 400.79K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 259.83K | SH | $10.97M 7.07% | 0.00 | 0.00 | 259.83K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.70K | SH | $8.30M 5.34% | 0.00 | 0.00 | 12.70K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 217.65K | SH | $7.37M 4.75% | 0.00 | 0.00 | 217.65K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 133.61K | SH | $6.65M 4.28% | 0.00 | 0.00 | 133.61K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 65.44K | SH | $6.59M 4.24% | 0.00 | 0.00 | 65.44K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 57.61K | SH | $6.36M 4.10% | 0.00 | 0.00 | 57.61K |
ISHARES U S ETF TRSOLE | SHORT MATURITY M | 124.81K | SH | $6.28M 4.05% | 0.00 | 0.00 | 124.81K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 111.47K | SH | $5.88M 3.79% | 0.00 | 0.00 | 111.47K |
BLACKROCK ETF TRUST IISOLE | ISHARES SHORT-TE | 89.17K | SH | $4.50M 2.90% | 0.00 | 0.00 | 89.17K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 52.06K | SH | $3.70M 2.38% | 0.00 | 0.00 | 52.06K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 8.65K | SH | $3.69M 2.38% | 0.00 | 0.00 | 8.65K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 35.97K | SH | $3.59M 2.31% | 0.00 | 0.00 | 35.97K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 11.30K | SH | $3.42M 2.20% | 0.00 | 0.00 | 11.30K |
ISHARES TRSOLE | BROAD USD HIGH | 91.15K | SH | $3.36M 2.16% | 0.00 | 0.00 | 91.15K |
APPLE INCSOLE | COM | 11.69K | SH | $2.97M 1.91% | 0.00 | 0.00 | 11.69K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 43.71K | SH | $2.87M 1.85% | 0.00 | 0.00 | 43.71K |
VANGUARD CALIF TAX FREE FDSSOLE | TAX EXEMPT BD FD | 25.89K | SH | $2.56M 1.65% | 0.00 | 0.00 | 25.89K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 26.24K | SH | $2.03M 1.31% | 0.00 | 0.00 | 26.24K |
BLACKROCK ETF TRUST IISOLE | SHORT DURATION H | 89.08K | SH | $1.96M 1.26% | 0.00 | 0.00 | 89.08K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 37.51K | SH | $1.87M 1.21% | 0.00 | 0.00 | 37.51K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.18K | SH | $1.82M 1.18% | 0.00 | 0.00 | 4.18K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 47.43K | SH | $1.61M 1.04% | 0.00 | 0.00 | 47.43K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 30.95K | SH | $1.46M 0.94% | 0.00 | 0.00 | 30.95K |