MESA, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
35.6%
Top 10 weight
84.1%
Voting Authority Distribution
Total shares with voting rights: 328.54K
Full voting authority
328.54K
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 |
|---|---|---|---|---|---|---|---|
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDSOLE | ETF | 79.72K | SH | $2.09M 16.50% | 79.72K | 0.00 | 0.00 |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 17.83K | SH | $1.25M 9.89% | 17.83K | 0.00 | 0.00 |
ISHARES CURRENCY HEDGED MSCI EAFE ETFSOLE | ETF | 27.32K | SH | $1.16M 9.17% | 27.32K | 0.00 | 0.00 |
JPMORGAN MUNICIPAL ETFSOLE | ETF | 23K | SH | $1.15M 9.09% | 23K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 17.16K | SH | $1.10M 8.69% | 17.16K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 29.54K | SH | $906.2K 7.16% | 29.54K | 0.00 | 0.00 |
VANGUARD SHORT-TERM TREASURY ETFSOLE | ETF | 13.20K | SH | $772.8K 6.11% | 13.20K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 26.36K | SH | $767.8K 6.07% | 26.36K | 0.00 | 0.00 |
STRIVE 500 ETFSOLE | ETF | 17.35K | SH | $728.0K 5.75% | 17.35K | 0.00 | 0.00 |
ISHARES U.S. INFRASTRUCTURE ETFSOLE | ETF | 12.57K | SH | $718.9K 5.68% | 12.57K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 22.75K | SH | $583.2K 4.61% | 22.75K | 0.00 | 0.00 |
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFSOLE | ETF | 16.25K | SH | $578.4K 4.57% | 16.25K | 0.00 | 0.00 |
FIDELITY TOTAL BOND ETFSOLE | ETF | 10.76K | SH | $490.6K 3.88% | 10.75K | 0.00 | 0.00 |
SCHWAB SHORT-TERM US TREASURY ETFSOLE | ETF | 14.75K | SH | $358.0K 2.83% | 14.75K | 0.00 | 0.00 |