BOULDER, CO
Allocation by class
Portfolio Concentration
Top 3 weight
29.5%
Top 10 weight
66.5%
Voting Authority Distribution
Total shares with voting rights: 4.36M
Full voting authority
4.36M
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 |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 743.20K | SH | $19.42M 10.05% | 743.20K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 700.79K | SH | $19.19M 9.94% | 700.79K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 660.50K | SH | $18.47M 9.56% | 660.50K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 49.24K | SH | $17.22M 8.92% | 49.24K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 678.48K | SH | $16.87M 8.73% | 678.48K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 31.32K | SH | $10.22M 5.29% | 31.32K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 106.66K | SH | $8.72M 4.51% | 106.66K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 110.80K | SH | $6.59M 3.41% | 110.80K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 194.59K | SH | $6.47M 3.35% | 194.59K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 64.02K | SH | $5.35M 2.77% | 64.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 50.57K | SH | $4.64M 2.40% | 50.57K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 77.84K | SH | $3.75M 1.94% | 77.84K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 114.33K | SH | $3.65M 1.89% | 114.33K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 106.62K | SH | $3.48M 1.80% | 106.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 43.82K | SH | $3.33M 1.72% | 43.82K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.01K | SH | $3.27M 1.69% | 5.01K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 99.21K | SH | $2.84M 1.47% | 99.21K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 12.88K | SH | $2.69M 1.39% | 12.88K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 35.79K | SH | $2.42M 1.25% | 35.79K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.33K | SH | $2.38M 1.23% | 3.33K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 35.31K | SH | $1.91M 0.99% | 35.31K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 28.34K | SH | $1.79M 0.93% | 28.34K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.23K | SH | $1.75M 0.90% | 6.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 6.03K | SH | $1.23M 0.64% | 6.03K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 18.53K | SH | $1.08M 0.56% | 18.53K | 0.00 | 0.00 |