LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
11.2%
Top 10 weight
25.8%
Voting Authority Distribution
Total shares with voting rights: 27.97M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
27.97M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 0-3 MNTH TREASRY | 832.17K | SH | $83.77M 4.48% | 0.00 | 0.00 | 832.17K |
APPLE INCSOLE | COM | 299.85K | SH | $76.10M 4.07% | 0.00 | 0.00 | 299.85K |
NVIDIA CORPORATIONSOLE | COM | 282.23K | SH | $49.22M 2.63% | 0.00 | 0.00 | 282.23K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 526.53K | SH | $48.59M 2.60% | 0.00 | 0.00 | 526.53K |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 1.42M | SH | $47.77M 2.55% | 0.00 | 0.00 | 1.42M |
ISHARES TRSOLE | CORE US AGGBD ET | 433.62K | SH | $43.05M 2.30% | 0.00 | 0.00 | 433.62K |
MICROSOFT CORPSOLE | COM | 98.05K | SH | $36.29M 1.94% | 0.00 | 0.00 | 98.05K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 466.88K | SH | $36.13M 1.93% | 0.00 | 0.00 | 466.88K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 476.89K | SH | $35.12M 1.88% | 0.00 | 0.00 | 476.89K |
ISHARES TRSOLE | INTERNATIONAL SL | 647.54K | SH | $27.06M 1.45% | 0.00 | 0.00 | 647.54K |
ALPHABET INCSOLE | CAP STK CL A | 94.05K | SH | $27.04M 1.45% | 0.00 | 0.00 | 94.05K |
AMAZON COM INCSOLE | COM | 114.49K | SH | $23.84M 1.27% | 0.00 | 0.00 | 114.49K |
ISHARES INCSOLE | EMNG MKTS EQT | 363.37K | SH | $21.96M 1.17% | 0.00 | 0.00 | 363.37K |
ISHARES GOLD TRSOLE | ISHARES NEW | 240.56K | SH | $21.21M 1.13% | 0.00 | 0.00 | 240.56K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 919.62K | SH | $20.54M 1.10% | 0.00 | 0.00 | 919.62K |
BROADCOM INCSOLE | COM | 63.28K | SH | $19.59M 1.05% | 0.00 | 0.00 | 63.28K |
META PLATFORMS INCSOLE | CL A | 28.53K | SH | $16.32M 0.87% | 0.00 | 0.00 | 28.53K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 47.95K | SH | $15.38M 0.82% | 0.00 | 0.00 | 47.95K |
ALPHABET INCSOLE | CAP STK CL C | 50.44K | SH | $14.47M 0.77% | 0.00 | 0.00 | 50.44K |
PIMCO EQUITY SERSOLE | RAFI DYN EMERG | 561.69K | SH | $14.05M 0.75% | 0.00 | 0.00 | 561.69K |
JPMORGAN CHASE & COSOLE | COM | 46.24K | SH | $13.60M 0.73% | 0.00 | 0.00 | 46.24K |
ISHARES INCSOLE | CORE MSCI EMKT | 185.24K | SH | $12.92M 0.69% | 0.00 | 0.00 | 185.24K |
EXXON MOBIL CORPSOLE | COM | 72.98K | SH | $12.38M 0.66% | 0.00 | 0.00 | 72.98K |
ISHARES TRSOLE | CORE S&P500 ETF | 18.84K | SH | $12.31M 0.66% | 0.00 | 0.00 | 18.84K |
ISHARES TRSOLE | US SML CAP EQT | 146.25K | SH | $11.04M 0.59% | 0.00 | 0.00 | 146.25K |