GLENDORA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
23.4%
Top 10 weight
50.0%
Voting Authority Distribution
Total shares with voting rights: 2.90M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.90M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 189.11K | SH | $12.93M 9.40% | 0.00 | 0.00 | 189.11K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 405.47K | SH | $11.37M 8.27% | 0.00 | 0.00 | 405.47K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 105.82K | SH | $7.82M 5.68% | 0.00 | 0.00 | 105.82K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 174.59K | SH | $5.63M 4.09% | 0.00 | 0.00 | 174.59K |
ISHARES TRSOLE | NATIONAL MUN ETF | 50.40K | SH | $5.41M 3.93% | 0.00 | 0.00 | 50.40K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 105.70K | SH | $5.33M 3.88% | 0.00 | 0.00 | 105.70K |
SEI EXCHANGE TRADED FUNDSSOLE | ENHANCED US LRG | 104.95K | SH | $5.32M 3.87% | 0.00 | 0.00 | 104.95K |
SEI EXCHANGE TRADED FUNDSSOLE | ENHANCED US LRG | 116.57K | SH | $5.13M 3.73% | 0.00 | 0.00 | 116.57K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 86.72K | SH | $5.10M 3.71% | 0.00 | 0.00 | 86.72K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 97.24K | SH | $4.69M 3.41% | 0.00 | 0.00 | 97.24K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 37.72K | SH | $4.02M 2.93% | 0.00 | 0.00 | 37.72K |
ISHARES TRSOLE | USD INV GRDE ETF | 66.90K | SH | $3.45M 2.51% | 0.00 | 0.00 | 66.90K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 141.81K | SH | $3.34M 2.43% | 0.00 | 0.00 | 141.81K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 117.42K | SH | $3.15M 2.29% | 0.00 | 0.00 | 117.42K |
PGIM ETF TRSOLE | AAA CLO ETF | 59.77K | SH | $3.07M 2.23% | 0.00 | 0.00 | 59.77K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 14.33K | SH | $2.91M 2.11% | 0.00 | 0.00 | 14.33K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 32.71K | SH | $2.72M 1.97% | 0.00 | 0.00 | 32.71K |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 104.66K | SH | $2.55M 1.85% | 0.00 | 0.00 | 104.66K |
SEI EXCHANGE TRADED FUNDSSOLE | ENHANCED US LRG | 64.10K | SH | $2.48M 1.80% | 0.00 | 0.00 | 64.10K |
ISHARES INCSOLE | MSCI GBL MIN VOL | 19.87K | SH | $2.40M 1.74% | 0.00 | 0.00 | 19.87K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 66.17K | SH | $2.17M 1.58% | 0.00 | 0.00 | 66.17K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 90.44K | SH | $2.11M 1.53% | 0.00 | 0.00 | 90.44K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 28.72K | SH | $1.93M 1.41% | 0.00 | 0.00 | 28.72K |
ISHARES TRSOLE | CORE MSCI INTL | 21.72K | SH | $1.91M 1.39% | 0.00 | 0.00 | 21.72K |
ISHARES INCSOLE | CORE MSCI EMKT | 24.44K | SH | $1.90M 1.38% | 0.00 | 0.00 | 24.44K |