SALT LAKE CITY, UT
Allocation by class
Portfolio Concentration
Top 3 weight
45.6%
Top 10 weight
69.2%
Voting Authority Distribution
Total shares with voting rights: 2.73M
Full voting authority
2.73M
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 TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 874.72K | SH | $56.05M 18.93% | 874.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 95.81K | SH | $41.85M 14.13% | 95.81K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 189.48K | SH | $37.18M 12.55% | 189.48K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 64.14K | SH | $13.93M 4.71% | 64.14K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 39.58K | SH | $11.96M 4.04% | 39.58K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 443.92K | SH | $10.99M 3.71% | 443.92K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 236.58K | SH | $9.22M 3.11% | 236.58K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 34.44K | SH | $8.74M 2.95% | 34.44K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 49.26K | SH | $8.59M 2.90% | 49.26K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 24.37K | SH | $6.38M 2.16% | 24.37K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.09K | SH | $5.59M 1.89% | 15.09K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 69.65K | SH | $5.38M 1.82% | 69.65K | 0.00 | 0.00 |
EXTRA SPACE STORAGE INCSOLE | COM | 38.59K | SH | $5.06M 1.71% | 38.59K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 17.52K | SH | $5.04M 1.70% | 17.52K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 18.85K | SH | $3.93M 1.33% | 18.85K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 114.02K | SH | $3.86M 1.30% | 114.02K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 9.59K | SH | $2.97M 1.00% | 9.59K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 33.40K | SH | $2.62M 0.88% | 33.40K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.31K | SH | $2.46M 0.83% | 4.31K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 7.79K | SH | $2.24M 0.75% | 7.79K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 5.77K | SH | $2.14M 0.72% | 5.77K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.40K | SH | $1.63M 0.55% | 3.40K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 5.34K | SH | $1.57M 0.53% | 5.34K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 5.04K | SH | $1.52M 0.51% | 5.04K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.54K | SH | $1.41M 0.48% | 1.54K | 0.00 | 0.00 |