SCOTTSDALE, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
12.4%
Top 10 weight
27.1%
Voting Authority Distribution
Total shares with voting rights: 13.90M
Full voting authority
13.90M
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 |
|---|---|---|---|---|---|---|---|
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 532.65K | SH | $70.79M 5.66% | 532.65K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 481.06K | SH | $43.55M 3.48% | 481.06K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 635.93K | SH | $40.75M 3.26% | 635.93K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 59.23K | SH | $28.03M 2.24% | 59.23K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 1.08M | SH | $26.79M 2.14% | 1.08M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 71.73K | SH | $26.55M 2.12% | 71.73K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 179.70K | SH | $26.20M 2.10% | 179.70K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 124.12K | SH | $25.85M 2.07% | 124.12K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 225.74K | SH | $25.03M 2.00% | 225.74K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 250.34K | SH | $24.85M 1.99% | 250.34K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 85.87K | SH | $24.37M 1.95% | 85.87K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 139.18K | SH | $24.27M 1.94% | 139.18K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 88.72K | SH | $22.52M 1.80% | 88.72K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 886.90K | SH | $21.53M 1.72% | 886.90K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 338.40K | SH | $20.73M 1.66% | 338.40K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 68.22K | SH | $20.07M 1.61% | 68.22K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 277.94K | SH | $19.99M 1.60% | 277.94K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 243.32K | SH | $19.95M 1.60% | 243.32K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 206.61K | SH | $19.62M 1.57% | 206.61K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 244.84K | SH | $18.03M 1.44% | 244.84K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 58.80K | SH | $17.77M 1.42% | 58.80K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 251.18K | SH | $16.96M 1.36% | 251.18K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 49.84K | SH | $16.84M 1.35% | 49.84K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 55.60K | SH | $16.82M 1.35% | 55.60K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 57.53K | SH | $16.50M 1.32% | 57.53K | 0.00 | 0.00 |