LOS ALTOS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
31.3%
Top 10 weight
61.1%
Voting Authority Distribution
Total shares with voting rights: 1.59M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.59M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 100.69K | SH | $21.65M 12.33% | 0.00 | 0.00 | 100.69K |
QUANTA SVCS INCSOLE | COM | 34.91K | SH | $19.17M 10.92% | 0.00 | 0.00 | 34.91K |
ISHARES TRSOLE | CORE MSCI EAFE | 156.62K | SH | $14.18M 8.08% | 0.00 | 0.00 | 156.62K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 60.24K | SH | $13.09M 7.45% | 0.00 | 0.00 | 60.24K |
ISHARES INCSOLE | CORE MSCI EMKT | 175.20K | SH | $12.22M 6.96% | 0.00 | 0.00 | 175.20K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 41.35K | SH | $6.12M 3.49% | 0.00 | 0.00 | 41.35K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 92.75K | SH | $5.94M 3.39% | 0.00 | 0.00 | 92.75K |
ISHARES TRSOLE | MSCI USA QLT FCT | 29.17K | SH | $5.60M 3.19% | 0.00 | 0.00 | 29.17K |
ISHARES TRSOLE | CORE S&P MCP ETF | 75.40K | SH | $5.09M 2.90% | 0.00 | 0.00 | 75.40K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.35K | SH | $4.15M 2.36% | 0.00 | 0.00 | 6.34K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 37.35K | SH | $4.13M 2.35% | 0.00 | 0.00 | 37.35K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 70.77K | SH | $3.82M 2.18% | 0.00 | 0.00 | 70.77K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 10.97K | SH | $3.15M 1.80% | 0.00 | 0.00 | 10.97K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 13.31K | SH | $2.84M 1.62% | 0.00 | 0.00 | 13.31K |
ISHARES GOLD TRSOLE | ISHARES NEW | 32.10K | SH | $2.83M 1.61% | 0.00 | 0.00 | 32.10K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 5.91K | SH | $2.52M 1.44% | 0.00 | 0.00 | 5.91K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.42K | SH | $2.06M 1.17% | 0.00 | 0.00 | 6.42K |
APPLE INCSOLE | COM | 8.10K | SH | $2.06M 1.17% | 0.00 | 0.00 | 8.10K |
ISHARES TRSOLE | CORE S&P TTL STK | 12.92K | SH | $1.84M 1.05% | 0.00 | 0.00 | 12.92K |
CITIGROUP INCSOLE | COM NEW | 16.10K | SH | $1.83M 1.04% | 0.00 | 0.00 | 16.10K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 8.40K | SH | $1.65M 0.94% | 0.00 | 0.00 | 8.40K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 21.14K | SH | $1.63M 0.93% | 0.00 | 0.00 | 21.14K |
ZIONS BANCORPORATION NATL ASSOLE | COM | 22.50K | SH | $1.30M 0.74% | 0.00 | 0.00 | 22.50K |
CISCO SYS INCSOLE | COM | 16.14K | SH | $1.25M 0.71% | 0.00 | 0.00 | 16.14K |
MICROSOFT CORPSOLE | COM | 3.31K | SH | $1.23M 0.70% | 0.00 | 0.00 | 3.31K |