LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
35.1%
Top 10 weight
58.8%
Voting Authority Distribution
Total shares with voting rights: 13.10M
Full voting authority
13.10M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 585.86K | SH | $114.95M 16.45% | 585.86K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 187.51K | SH | $68.90M 9.86% | 187.51K | 0.00 | 0.00 |
ANGEL OAK FUNDS TRUSTSOLE | INCOME ETF | 2.97M | SH | $61.72M 8.83% | 2.97M | 0.00 | 0.00 |
PRINCIPAL EXCHANGE TRADED FDSOLE | SPECTRUM PFD | 2.73M | SH | $51.38M 7.35% | 2.73M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 131.10K | SH | $37.65M 5.39% | 131.10K | 0.00 | 0.00 |
ANGEL OAK FUNDS TRUSTSOLE | OAK ULTRASHORT | 313.91K | SH | $16.02M 2.29% | 313.91K | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 3.58M | SH | $15.88M 2.27% | 3.58M | 0.00 | 0.00 |
THORNBURG ETF TRSOLE | INTL EQUITY ETF | 488.25K | SH | $15.72M 2.25% | 488.25K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 57.73K | SH | $14.65M 2.10% | 57.73K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 104.28K | SH | $14.43M 2.06% | 104.28K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 63.19K | SH | $11.02M 1.58% | 63.19K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 37.72K | SH | $10.85M 1.55% | 37.72K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 22.53K | SH | $10.80M 1.54% | 22.53K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 32.88K | SH | $10.55M 1.51% | 32.88K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 26.88K | SH | $9.95M 1.42% | 26.88K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 14.76K | SH | $9.64M 1.38% | 14.76K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 43.20K | SH | $9.00M 1.29% | 43.20K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 28.97K | SH | $8.52M 1.22% | 28.97K | 0.00 | 0.00 |
PIMCO EQUITY SERSOLE | RAFI DYN MULTI | 166.03K | SH | $6.61M 0.95% | 166.03K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 69.57K | SH | $6.44M 0.92% | 69.57K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 33.05K | SH | $6.38M 0.91% | 33.05K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 30.51K | SH | $6.05M 0.87% | 30.51K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 61.20K | SH | $5.95M 0.85% | 61.20K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 134.26K | SH | $5.79M 0.83% | 134.26K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 60.44K | SH | $5.61M 0.80% | 60.44K | 0.00 | 0.00 |