SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
25.0%
Top 10 weight
54.2%
Voting Authority Distribution
Total shares with voting rights: 2.65M
Full voting authority
2.65M
shares
Joint voting authority
532.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTDFND | STATE STREET SPD | 517.49K | SH | $13.61M 9.45% | 517.49K | 0.00 | 0.00 |
ISHARES TRDFND | ESG AW MSCI EAFE | 118.11K | SH | $11.29M 7.84% | 118.11K | 0.00 | 0.00 |
ISHARES GOLD TRDFND | ISHARES NEW | 126.27K | SH | $11.13M 7.73% | 126.27K | 0.00 | 0.00 |
NUSHARES ETF TRDFND | NUVEEN ESG LRGCP | 99.39K | SH | $9.04M 6.28% | 99.39K | 0.00 | 0.00 |
ISHARES TRSOLE | USD GRN BOND ETF | 169.67K | SH | $8.05M 5.59% | 169.67K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 242.37K | SH | $6.08M 4.22% | 242.37K | 0.00 | 0.00 |
VICTORY PORTFOLIOS IISOLE | CORE PLUS BD ETF | 258.05K | SH | $5.62M 3.90% | 258.05K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 84.36K | SH | $5.02M 3.49% | 84.35K | 5.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 76.39K | SH | $4.47M 3.11% | 76.37K | 16.00 | 0.00 |
ABRDN ETFSSOLE | BBRG ALL COMMDY | 102.82K | SH | $3.68M 2.56% | 102.82K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI KLD 400 | 28.38K | SH | $3.44M 2.39% | 28.38K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | MID CAP GRW IMP | 49.48K | SH | $3.02M 2.10% | 49.48K | 0.00 | 0.00 |
ARISTA NETWORKS INCDFND | COM SHS | 23.46K | SH | $2.88M 2.00% | 23.46K | 3.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 16.18K | SH | $2.82M 1.96% | 16.10K | 71.00 | 0.00 |
QUANTA SVCS INCDFND | COM | 4.97K | SH | $2.73M 1.90% | 4.97K | 0.00 | 0.00 |
APPLE INCDFND | COM | 10.63K | SH | $2.70M 1.87% | 10.58K | 45.00 | 0.00 |
ISHARES TRSOLE | ESG ADVNCD HY BD | 54.65K | SH | $2.53M 1.76% | 54.65K | 0.00 | 0.00 |
ISHARES INCDFND | ESG AWR MSCI EM | 52.70K | SH | $2.40M 1.66% | 52.70K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 6.40K | SH | $2.16M 1.50% | 6.38K | 14.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 31.41K | SH | $1.57M 1.09% | 31.41K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.18K | SH | $1.55M 1.08% | 4.16K | 24.00 | 0.00 |
VISA INCDFND | COM CL A | 4.61K | SH | $1.39M 0.97% | 4.60K | 9.00 | 0.00 |
BROADCOM INCSOLE | COM | 4.04K | SH | $1.25M 0.87% | 4.03K | 12.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.31K | SH | $1.24M 0.86% | 4.29K | 30.00 | 0.00 |
AMAZON COM INCDFND | COM | 5.70K | SH | $1.19M 0.82% | 5.67K | 24.00 | 0.00 |