MOSCOW, ID
Allocation by class
Portfolio Concentration
Top 3 weight
64.5%
Top 10 weight
85.8%
Voting Authority Distribution
Total shares with voting rights: 5.56M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.56M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 2.24M | SH | $75.76M 30.99% | 0.00 | 0.00 | 2.24M |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 1.30M | SH | $45.33M 18.55% | 0.00 | 0.00 | 1.30M |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.24M | SH | $36.60M 14.97% | 0.00 | 0.00 | 1.24M |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 63.91K | SH | $19.58M 8.01% | 0.00 | 0.00 | 63.91K |
SPDR SERIES TRUSTSOLE | ST STR SP600GRWO | 78.83K | SH | $9.39M 3.84% | 0.00 | 0.00 | 78.83K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 274.61K | SH | $8.71M 3.56% | 0.00 | 0.00 | 274.61K |
APPLE INCSOLE | COM | 23.69K | SH | $6.86M 2.81% | 0.00 | 0.00 | 23.69K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 16.08K | SH | $2.52M 1.03% | 0.00 | 0.00 | 16.08K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.40K | SH | $2.50M 1.02% | 0.00 | 0.00 | 3.40K |
NVIDIA CORPORATIONSOLE | COM | 11.83K | SH | $2.37M 0.97% | 0.00 | 0.00 | 11.83K |
ISHARES TRSOLE | CORE S&P SCP ETF | 11.03K | SH | $1.64M 0.67% | 0.00 | 0.00 | 11.03K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.50M 0.61% | 0.00 | 0.00 | 2.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 11.78K | SH | $1.41M 0.58% | 0.00 | 0.00 | 11.78K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 7.24K | SH | $1.38M 0.56% | 0.00 | 0.00 | 7.24K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.59K | SH | $1.33M 0.54% | 0.00 | 0.00 | 3.59K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 14.57K | SH | $1.25M 0.51% | 0.00 | 0.00 | 14.57K |
BOEING COSOLE | COM | 5.48K | SH | $1.19M 0.49% | 0.00 | 0.00 | 5.48K |
ALPHABET INCSOLE | CAP STK CL C | 3.26K | SH | $1.15M 0.47% | 0.00 | 0.00 | 3.26K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 32.25K | SH | $1.00M 0.41% | 0.00 | 0.00 | 32.25K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 10.17K | SH | $999.4K 0.41% | 0.00 | 0.00 | 10.17K |
ISHARES TRSOLE | CORE MSCI EAFE | 10.26K | SH | $991.1K 0.41% | 0.00 | 0.00 | 10.26K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.28K | SH | $957.6K 0.39% | 0.00 | 0.00 | 1.28K |
ISHARES TRSOLE | CORE US AGGBD ET | 9.55K | SH | $945.5K 0.39% | 0.00 | 0.00 | 9.55K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.88K | SH | $939.7K 0.38% | 0.00 | 0.00 | 1.88K |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 3.43K | SH | $938.0K 0.38% | 0.00 | 0.00 | 3.43K |