MEDFORD, OR
Allocation by class
Portfolio Concentration
Top 3 weight
44.3%
Top 10 weight
90.3%
Voting Authority Distribution
Total shares with voting rights: 4.78M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.78M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.59M | SH | $40.74M 15.42% | 0.00 | 0.00 | 1.59M |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 178.17K | SH | $38.32M 14.50% | 0.00 | 0.00 | 178.17K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 478.66K | SH | $37.94M 14.36% | 0.00 | 0.00 | 478.66K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 848.13K | SH | $24.66M 9.33% | 0.00 | 0.00 | 848.13K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 265.79K | SH | $23.74M 8.99% | 0.00 | 0.00 | 265.79K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 289.03K | SH | $22.29M 8.43% | 0.00 | 0.00 | 289.03K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 75.56K | SH | $21.70M 8.21% | 0.00 | 0.00 | 75.56K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 220.23K | SH | $11.00M 4.16% | 0.00 | 0.00 | 220.23K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 320.06K | SH | $9.32M 3.53% | 0.00 | 0.00 | 320.06K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 120.75K | SH | $8.89M 3.37% | 0.00 | 0.00 | 120.75K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 81.60K | SH | $7.24M 2.74% | 0.00 | 0.00 | 81.60K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 159.91K | SH | $5.27M 1.99% | 0.00 | 0.00 | 159.91K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 55.48K | SH | $4.35M 1.65% | 0.00 | 0.00 | 55.48K |
TESLA INCSOLE | COM | 5.19K | SH | $1.93M 0.73% | 0.00 | 0.00 | 5.19K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.20K | SH | $1.36M 0.52% | 0.00 | 0.00 | 5.20K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 37.54K | SH | $1.16M 0.44% | 0.00 | 0.00 | 37.54K |
MICROSOFT CORPSOLE | COM | 2.85K | SH | $1.05M 0.40% | 0.00 | 0.00 | 2.85K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 37.36K | SH | $867.5K 0.33% | 0.00 | 0.00 | 37.36K |
HOME DEPOT INCSOLE | COM | 1.66K | SH | $545.2K 0.21% | 0.00 | 0.00 | 1.66K |
JOHNSON & JOHNSONSOLE | COM | 1.69K | SH | $413.4K 0.16% | 0.00 | 0.00 | 1.69K |
APPLE INCSOLE | COM | 1.58K | SH | $400.3K 0.15% | 0.00 | 0.00 | 1.58K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 467.00 | SH | $303.5K 0.11% | 0.00 | 0.00 | 467.00 |
DUTCH BROS INCSOLE | CL A | 5.37K | SH | $271.9K 0.10% | 0.00 | 0.00 | 5.37K |
HOWMET AEROSPACE INCSOLE | COM | 1.08K | SH | $248.9K 0.09% | 0.00 | 0.00 | 1.08K |
AIR PRODUCTS AND CHEMICALS ISOLE | COM | 756.00 | SH | $219.5K 0.08% | 0.00 | 0.00 | 756.00 |