TUCSON, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
57.4%
Top 10 weight
85.7%
Voting Authority Distribution
Total shares with voting rights: 2.46M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.46M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 427.13K | SH | $32.97M 21.96% | 0.00 | 0.00 | 427.13K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.10M | SH | $28.29M 18.85% | 0.00 | 0.00 | 1.10M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 77.43K | SH | $24.84M 16.55% | 0.00 | 0.00 | 77.43K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 266.17K | SH | $17.06M 11.36% | 0.00 | 0.00 | 266.17K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 104.84K | SH | $8.08M 5.39% | 0.00 | 0.00 | 104.84K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 77.75K | SH | $4.20M 2.80% | 0.00 | 0.00 | 77.75K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 140.33K | SH | $4.08M 2.72% | 0.00 | 0.00 | 140.33K |
MICROSOFT CORPSOLE | COM | 10.46K | SH | $3.87M 2.58% | 0.00 | 0.00 | 10.46K |
APPLE INCSOLE | COM | 10.82K | SH | $2.75M 1.83% | 0.00 | 0.00 | 10.82K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 69.01K | SH | $2.45M 1.63% | 0.00 | 0.00 | 69.01K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 30.52K | SH | $2.25M 1.50% | 0.00 | 0.00 | 30.52K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 23.40K | SH | $1.86M 1.24% | 0.00 | 0.00 | 23.40K |
JOHNSON & JOHNSONSOLE | COM | 4.36K | SH | $1.06M 0.71% | 0.00 | 0.00 | 4.36K |
AMAZON COM INCSOLE | COM | 4.34K | SH | $903.1K 0.60% | 0.00 | 0.00 | 4.34K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.85K | SH | $887.5K 0.59% | 0.00 | 0.00 | 1.85K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.26K | SH | $826.2K 0.55% | 0.00 | 0.00 | 1.26K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.17K | SH | $757.6K 0.50% | 0.00 | 0.00 | 1.17K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 5.50K | SH | $617.6K 0.41% | 0.00 | 0.00 | 5.50K |
WALMART INCSOLE | COM | 4.94K | SH | $614.3K 0.41% | 0.00 | 0.00 | 4.94K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 17.29K | SH | $597.5K 0.40% | 0.00 | 0.00 | 17.29K |
JPMORGAN CHASE & COSOLE | COM | 1.84K | SH | $541.7K 0.36% | 0.00 | 0.00 | 1.84K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 1.20K | SH | $513.5K 0.34% | 0.00 | 0.00 | 1.20K |
COLGATE PALMOLIVE COSOLE | COM | 5.60K | SH | $477.3K 0.32% | 0.00 | 0.00 | 5.60K |
VANGUARD MUN BD FDSSOLE | INTERMEDIATE TRM | 4.31K | SH | $431.0K 0.29% | 0.00 | 0.00 | 4.31K |
ALPHABET INCSOLE | CAP STK CL C | 1.46K | SH | $420.0K 0.28% | 0.00 | 0.00 | 1.46K |