WASHINGTON, DC
Allocation by class
Portfolio Concentration
Top 3 weight
20.3%
Top 10 weight
42.5%
Voting Authority Distribution
Total shares with voting rights: 20.20M
Full voting authority
20.20M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 1.49M | SH | $147.20M 7.48% | 1.49M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 3.41M | SH | $144.07M 7.32% | 3.41M | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | SHORT TERM TREAS | 1.03M | SH | $109.21M 5.55% | 1.03M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 220.53K | SH | $78.81M 4.00% | 220.53K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 186.66K | SH | $70.51M 3.58% | 186.66K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 228.09K | SH | $65.99M 3.35% | 228.09K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 728.30K | SH | $61.00M 3.10% | 728.30K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 294.63K | SH | $58.95M 2.99% | 294.63K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 136.05K | SH | $50.75M 2.58% | 136.05K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 208.49K | SH | $49.69M 2.52% | 208.49K | 0.00 | 0.00 |
RBB FD INCSOLE | F/M US TREASURY | 825.44K | SH | $41.15M 2.09% | 825.44K | 0.00 | 0.00 |
RBB FD INCSOLE | FM OPPORTUNISTIC | 650.97K | SH | $33.40M 1.70% | 650.97K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 95.51K | SH | $32.57M 1.65% | 95.51K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 55.43K | SH | $31.25M 1.59% | 55.43K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 24.56K | SH | $29.46M 1.50% | 24.56K | 0.00 | 0.00 |
RBB FD INCSOLE | F/M 3 YEAR INVES | 559.49K | SH | $28.27M 1.44% | 559.49K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 51.45K | SH | $26.42M 1.34% | 51.45K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 59.88K | SH | $21.12M 1.07% | 59.88K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 34.42K | SH | $19.99M 1.02% | 34.42K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 56.87K | SH | $19.51M 0.99% | 56.87K | 0.00 | 0.00 |
RBB FD INCSOLE | F M 10 YEAR INVE | 357.65K | SH | $18.03M 0.92% | 357.65K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 99.52K | SH | $16.91M 0.86% | 99.52K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 15.84K | SH | $16.86M 0.86% | 15.84K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 34.84K | SH | $14.85M 0.75% | 34.84K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 35.82K | SH | $14.25M 0.72% | 35.82K | 0.00 | 0.00 |