HONOLULU, HI
Allocation by class
Portfolio Concentration
Top 3 weight
20.1%
Top 10 weight
39.0%
Voting Authority Distribution
Total shares with voting rights: 1.13M
Full voting authority
1.13M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 62.49K | SH | $15.86M 9.35% | 62.49K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 44.97K | SH | $9.67M 5.70% | 44.97K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 26.93K | SH | $8.64M 5.09% | 26.93K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.51K | SH | $7.48M 4.41% | 12.51K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.13K | SH | $7.45M 4.39% | 20.13K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 24.86K | SH | $3.63M 2.14% | 24.86K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 18.73K | SH | $3.59M 2.12% | 18.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 12.06K | SH | $3.46M 2.04% | 12.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.98K | SH | $3.15M 1.86% | 10.98K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 68.16K | SH | $3.13M 1.84% | 68.16K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 40.36K | SH | $3.11M 1.84% | 40.36K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.79K | SH | $3.10M 1.83% | 10.79K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 33.25K | SH | $3.08M 1.82% | 33.25K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 19.71K | SH | $2.92M 1.72% | 19.71K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 11.27K | SH | $2.76M 1.62% | 11.27K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 12.99K | SH | $2.69M 1.58% | 12.99K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 12.17K | SH | $2.65M 1.56% | 12.17K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 12.18K | SH | $2.54M 1.50% | 12.18K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 4.03K | SH | $2.43M 1.43% | 4.03K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 24.09K | SH | $2.42M 1.43% | 24.09K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 28.70K | SH | $2.23M 1.31% | 28.70K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 34.31K | SH | $2.20M 1.30% | 34.31K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 6.18K | SH | $2.17M 1.28% | 6.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 7.99K | SH | $2.09M 1.23% | 7.99K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.89K | SH | $2.07M 1.22% | 11.89K | 0.00 | 0.00 |