LOS ALTOS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
31.0%
Top 10 weight
61.5%
Voting Authority Distribution
Total shares with voting rights: 1.70M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.70M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 102.81K | SH | $24.33M 11.99% | 0.00 | 0.00 | 102.81K |
QUANTA SVCS INCSOLE | COM | 31K | SH | $22.32M 11.00% | 0.00 | 0.00 | 31K |
ISHARES TRSOLE | CORE MSCI EAFE | 168.94K | SH | $16.32M 8.04% | 0.00 | 0.00 | 168.94K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 64.48K | SH | $15.67M 7.72% | 0.00 | 0.00 | 64.48K |
ISHARES INCSOLE | CORE MSCI EMKT | 181.30K | SH | $15.02M 7.40% | 0.00 | 0.00 | 181.30K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 100.10K | SH | $7.13M 3.51% | 0.00 | 0.00 | 100.10K |
ISHARES TRSOLE | MSCI USA QLT FCT | 30.07K | SH | $6.60M 3.25% | 0.00 | 0.00 | 30.07K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 41.22K | SH | $6.51M 3.21% | 0.00 | 0.00 | 41.22K |
ISHARES TRSOLE | CORE S&P MCP ETF | 73.75K | SH | $5.69M 2.80% | 0.00 | 0.00 | 73.75K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 86.95K | SH | $5.19M 2.56% | 0.00 | 0.00 | 86.95K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 38.94K | SH | $4.86M 2.39% | 0.00 | 0.00 | 38.94K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.38K | SH | $4.78M 2.35% | 0.00 | 0.00 | 6.38K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 43.56K | SH | $3.51M 1.73% | 0.00 | 0.00 | 43.56K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.77K | SH | $3.25M 1.60% | 0.00 | 0.00 | 8.77K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 13.12K | SH | $3.18M 1.57% | 0.00 | 0.00 | 13.12K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 22.80K | SH | $2.83M 1.39% | 0.00 | 0.00 | 22.80K |
ISHARES GOLD TRSOLE | ISHARES NEW | 32.01K | SH | $2.42M 1.19% | 0.00 | 0.00 | 32.01K |
APPLE INCSOLE | COM | 8.10K | SH | $2.34M 1.16% | 0.00 | 0.00 | 8.10K |
CITIGROUP INCSOLE | COM NEW | 16.10K | SH | $2.25M 1.11% | 0.00 | 0.00 | 16.10K |
ISHARES TRSOLE | CORE S&P TTL STK | 13.52K | SH | $2.22M 1.09% | 0.00 | 0.00 | 13.52K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 8.87K | SH | $1.93M 0.95% | 0.00 | 0.00 | 8.87K |
CISCO SYS INCSOLE | COM | 16.08K | SH | $1.89M 0.93% | 0.00 | 0.00 | 16.08K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 21.30K | SH | $1.82M 0.90% | 0.00 | 0.00 | 21.30K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 8.69K | SH | $1.66M 0.82% | 0.00 | 0.00 | 8.69K |
ZIONS BANCORPORATION NATL ASSOLE | COM | 22.50K | SH | $1.56M 0.77% | 0.00 | 0.00 | 22.50K |