DENVER, CO
Allocation by class
Portfolio Concentration
Top 3 weight
56.6%
Top 10 weight
92.9%
Voting Authority Distribution
Total shares with voting rights: 3.63M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.63M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | ESG US STK ETF | 499.73K | SH | $56.10M 23.84% | 0.00 | 0.00 | 499.73K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 420.12K | SH | $40.17M 17.07% | 0.00 | 0.00 | 420.12K |
ISHARES TRSOLE | ESG AWR MSCI USA | 261.45K | SH | $36.97M 15.71% | 0.00 | 0.00 | 261.45K |
ISHARES TRSOLE | ESG ADVANCED UNI | 620.70K | SH | $27.00M 11.47% | 0.00 | 0.00 | 620.70K |
ISHARES INCSOLE | ESG AWR MSCI EM | 485.63K | SH | $22.08M 9.38% | 0.00 | 0.00 | 485.63K |
ISHARES TRSOLE | ESG AWRE USD ETF | 603.40K | SH | $13.96M 5.93% | 0.00 | 0.00 | 603.40K |
ISHARES TRSOLE | NATIONAL MUN ETF | 67.40K | SH | $7.15M 3.04% | 0.00 | 0.00 | 67.40K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 211.61K | SH | $5.75M 2.44% | 0.00 | 0.00 | 211.61K |
APPLE INCSOLE | COM | 19.51K | SH | $4.95M 2.10% | 0.00 | 0.00 | 19.51K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 176.70K | SH | $4.43M 1.88% | 0.00 | 0.00 | 176.70K |
VANECK ETF TRUSTSOLE | VANECK SHRT MUNI | 172.92K | SH | $2.99M 1.27% | 0.00 | 0.00 | 172.92K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 45.63K | SH | $2.06M 0.87% | 0.00 | 0.00 | 45.63K |
MICROSOFT CORPSOLE | COM | 3.41K | SH | $1.26M 0.54% | 0.00 | 0.00 | 3.41K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.40K | SH | $1.09M 0.46% | 0.00 | 0.00 | 3.40K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.80K | SH | $1.08M 0.46% | 0.00 | 0.00 | 1.80K |
APPLIED MATLS INCSOLE | COM | 2.49K | SH | $851.7K 0.36% | 0.00 | 0.00 | 2.49K |
FEDEX CORPSOLE | COM | 2.30K | SH | $819.2K 0.35% | 0.00 | 0.00 | 2.30K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.18K | SH | $764.3K 0.32% | 0.00 | 0.00 | 1.18K |
META PLATFORMS INCSOLE | CL A | 1.26K | SH | $719.8K 0.31% | 0.00 | 0.00 | 1.26K |
STRYKER CORPORATIONSOLE | COM | 1.75K | SH | $576.3K 0.24% | 0.00 | 0.00 | 1.75K |
CISCO SYS INCSOLE | COM | 5K | SH | $387.6K 0.16% | 0.00 | 0.00 | 5K |
ABBVIE INCSOLE | COM | 1.76K | SH | $383.0K 0.16% | 0.00 | 0.00 | 1.76K |
ISHARES TRSOLE | CORE S&P500 ETF | 579.00 | SH | $378.2K 0.16% | 0.00 | 0.00 | 579.00 |
ELI LILLY & COSOLE | COM | 401.00 | SH | $368.4K 0.16% | 0.00 | 0.00 | 401.00 |
AMAZON COM INCSOLE | COM | 1.63K | SH | $338.4K 0.14% | 0.00 | 0.00 | 1.63K |