LOS ALTOS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
41.6%
Top 10 weight
77.8%
Voting Authority Distribution
Total shares with voting rights: 2.04M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.04M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Total Stock Market ETFSOLE | COM | 154.45K | SH | $49.55M 22.19% | 0.00 | 0.00 | 154.45K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | COM | 104.27K | SH | $22.42M 10.04% | 0.00 | 0.00 | 104.27K |
VANGUARD TOTAL INTL STOCK INDEX FUND ETFSOLE | COM | 271.86K | SH | $20.96M 9.39% | 0.00 | 0.00 | 271.86K |
VANGUARD SMALL CAP VALUE ETFSOLE | COM | 74.22K | SH | $16.12M 7.22% | 0.00 | 0.00 | 74.22K |
VANGUARD MORTGAGE-BACK SEC ETFSOLE | COM | 322.90K | SH | $15.16M 6.79% | 0.00 | 0.00 | 322.90K |
Vanguard FTSE All-World ex-US Sm-Cap Index FundSOLE | COM | 82.91K | SH | $12.09M 5.41% | 0.00 | 0.00 | 82.91K |
Bloom Energy Corporation Com C L ASOLE | COM | 77.35K | SH | $10.48M 4.69% | 0.00 | 0.00 | 77.35K |
Vanguard S&P 500 ETFSOLE | COM | 16.73K | SH | $10.00M 4.48% | 0.00 | 0.00 | 16.73K |
VANGUARD INT-TERM CORP ETFSOLE | COM | 111.58K | SH | $9.23M 4.14% | 0.00 | 0.00 | 111.58K |
VANGUARD STRM INFPROIDX ETFSOLE | COM | 156.10K | SH | $7.80M 3.49% | 0.00 | 0.00 | 156.10K |
VANGUARD VALUE ETFSOLE | COM | 35.84K | SH | $7.03M 3.15% | 0.00 | 0.00 | 35.84K |
VANGUARD GROWTH ETFSOLE | COM | 11.82K | SH | $5.17M 2.31% | 0.00 | 0.00 | 11.82K |
VANGUARD FTSE EMR MKT ETFSOLE | COM | 65.73K | SH | $3.55M 1.59% | 0.00 | 0.00 | 65.73K |
DIMENSIONAL ETF INTERNATIONAL VALUESOLE | COM | 64.61K | SH | $3.41M 1.53% | 0.00 | 0.00 | 64.61K |
ALPHA ARCHITECT US EQUTY 3 ETFSOLE | COM | 63.13K | SH | $3.09M 1.38% | 0.00 | 0.00 | 63.13K |
VANGUARD EXTEND MKT ETFSOLE | COM | 14.47K | SH | $2.98M 1.33% | 0.00 | 0.00 | 14.47K |
DIMENSIONAL ETF TR US MARKETWI DE VALUE ETFSOLE | COM | 55.42K | SH | $2.69M 1.20% | 0.00 | 0.00 | 55.42K |
VANGUARD FTSE DEV MKT ETFSOLE | COM | 39.16K | SH | $2.51M 1.12% | 0.00 | 0.00 | 39.16K |
VANGUARD ALLWRLD EX US ETFSOLE | COM | 28.57K | SH | $2.15M 0.96% | 0.00 | 0.00 | 28.57K |
Vanguard Real Estate ETFSOLE | COM | 22.67K | SH | $2.01M 0.90% | 0.00 | 0.00 | 22.67K |
Berkshire HathawaySOLE | COM | 3.04K | SH | $1.46M 0.65% | 0.00 | 0.00 | 3.04K |
DIMENSNL ULTRASHRT FIXED INCM ETFSOLE | COM | 27.81K | SH | $1.41M 0.63% | 0.00 | 0.00 | 27.81K |
Vanguard EST International Stock ETFSOLE | COM | 16.61K | SH | $1.19M 0.53% | 0.00 | 0.00 | 16.61K |
Vanguard 0-3 Month Treasury Bill ETFSOLE | COM | 14.94K | SH | $1.13M 0.51% | 0.00 | 0.00 | 14.94K |
Vanguard ESG US Stock ETFSOLE | COM | 9.36K | SH | $1.05M 0.47% | 0.00 | 0.00 | 9.36K |