SCOTTSDALE, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
13.5%
Top 10 weight
32.5%
Voting Authority Distribution
Total shares with voting rights: 2.91M
Full voting authority
2.91M
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 | RUSEL 2500 ETF | 152.44K | SH | $11.64M 5.16% | 152.44K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 227.86K | SH | $10.69M 4.74% | 227.86K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 82.65K | SH | $8.03M 3.56% | 82.65K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 86.87K | SH | $7.37M 3.27% | 86.87K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 111.62K | SH | $7.15M 3.17% | 111.62K | 0.00 | 0.00 |
ISHARES TRSOLE | BROAD USD HIGH | 167.57K | SH | $6.17M 2.74% | 167.57K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 9.34K | SH | $6.10M 2.71% | 9.34K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 71.50K | SH | $5.76M 2.55% | 71.50K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 21.94K | SH | $5.57M 2.47% | 21.94K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 49.12K | SH | $4.88M 2.16% | 49.12K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 205.65K | SH | $4.78M 2.12% | 205.65K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 25.01K | SH | $4.36M 1.93% | 25.01K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.96K | SH | $4.06M 1.80% | 10.96K | 0.00 | 0.00 |
GRAYSCALE BITCOIN MINI TR ETSOLE | SHS NEW | 129.19K | SH | $3.87M 1.72% | 129.19K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 48.57K | SH | $3.72M 1.65% | 48.57K | 0.00 | 0.00 |
XPEL INCSOLE | COM | 81.80K | SH | $3.62M 1.61% | 81.80K | 0.00 | 0.00 |
ISHARES TRSOLE | JPMORGAN USD EMG | 33.88K | SH | $3.18M 1.41% | 33.88K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 66.18K | SH | $3.18M 1.41% | 66.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.89K | SH | $3.17M 1.41% | 9.89K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 9.32K | SH | $2.88M 1.28% | 9.32K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 31.30K | SH | $2.83M 1.26% | 31.30K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 28.04K | SH | $2.60M 1.15% | 28.04K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 27.28K | SH | $2.17M 0.96% | 27.28K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 10.11K | SH | $2.11M 0.93% | 10.11K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 1.40K | SH | $2.06M 0.91% | 1.40K | 0.00 | 0.00 |