DRAPER, UT
Allocation by class
Portfolio Concentration
Top 3 weight
20.0%
Top 10 weight
40.3%
Voting Authority Distribution
Total shares with voting rights: 1.67M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.67M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 112.44K | SH | $10.03M 8.98% | 0.00 | 0.00 | 112.44K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 243.62K | SH | $6.25M 5.59% | 0.00 | 0.00 | 243.62K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 53.59K | SH | $6.03M 5.40% | 0.00 | 0.00 | 53.59K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 118.76K | SH | $4.39M 3.93% | 0.00 | 0.00 | 118.76K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 19.25K | SH | $4.00M 3.58% | 0.00 | 0.00 | 19.25K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 22.43K | SH | $3.81M 3.41% | 0.00 | 0.00 | 22.43K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 70.41K | SH | $3.60M 3.22% | 0.00 | 0.00 | 70.41K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 91.26K | SH | $2.83M 2.53% | 0.00 | 0.00 | 91.26K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 10.61K | SH | $2.06M 1.84% | 0.00 | 0.00 | 10.61K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 8.64K | SH | $2.03M 1.82% | 0.00 | 0.00 | 8.64K |
ISHARES TRSOLE | CORE MSCI EURO | 26.24K | SH | $2.00M 1.79% | 0.00 | 0.00 | 26.24K |
FIDELITY COVINGTON TRUSTSOLE | MSCI CONSM DIS | 19K | SH | $1.97M 1.76% | 0.00 | 0.00 | 19K |
FIDELITY COVINGTON TRUSTSOLE | MSCI FINLS IDX | 27.97K | SH | $1.96M 1.76% | 0.00 | 0.00 | 27.97K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 35.65K | SH | $1.93M 1.72% | 0.00 | 0.00 | 35.65K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 65.06K | SH | $1.89M 1.69% | 0.00 | 0.00 | 65.06K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 12.70K | SH | $1.85M 1.66% | 0.00 | 0.00 | 12.70K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 6K | SH | $1.76M 1.58% | 0.00 | 0.00 | 6K |
ISHARES TRSOLE | CORE MSCI PAC | 20.70K | SH | $1.71M 1.53% | 0.00 | 0.00 | 20.70K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 5.49K | SH | $1.66M 1.48% | 0.00 | 0.00 | 5.49K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 31.82K | SH | $1.65M 1.48% | 0.00 | 0.00 | 31.82K |
FIDELITY COVINGTON TRUSTSOLE | MSCI HLTH CARE I | 23.06K | SH | $1.63M 1.46% | 0.00 | 0.00 | 23.06K |
ALPHABET INCSOLE | CAP STK CL A | 4.97K | SH | $1.43M 1.28% | 0.00 | 0.00 | 4.97K |
FIDELITY COVINGTON TRUSTSOLE | MSCI COMMNTN SVC | 19.82K | SH | $1.35M 1.21% | 0.00 | 0.00 | 19.82K |
SPDR INDEX SHS FDSSOLE | PORTFLO EURP ETF | 25.93K | SH | $1.33M 1.19% | 0.00 | 0.00 | 25.93K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INDL INDX | 15.15K | SH | $1.31M 1.17% | 0.00 | 0.00 | 15.15K |