CAMPBELL, CA
Allocation by class
Portfolio Concentration
Top 3 weight
18.2%
Top 10 weight
41.9%
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 52.90K | SH | $17.62M 6.93% | 0.00 | 0.00 | 52.90K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 464.26K | SH | $16.68M 6.56% | 0.00 | 0.00 | 464.26K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 245.37K | SH | $11.99M 4.72% | 0.00 | 0.00 | 245.37K |
NVIDIA CORPORATIONSOLE | COM | 48.86K | SH | $11.16M 4.39% | 0.00 | 0.00 | 48.86K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 13.35K | SH | $10.18M 4.01% | 0.00 | 0.00 | 13.35K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.83K | SH | $8.99M 3.54% | 0.00 | 0.00 | 12.83K |
ALPHABET INCSOLE | CAP STK CL C | 22.23K | SH | $7.57M 2.98% | 0.00 | 0.00 | 22.23K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US B | 244.80K | SH | $7.49M 2.95% | 0.00 | 0.00 | 244.80K |
SCHWAB STRATEGIC TRSOLE | 5 10YR CORP BD | 348.95K | SH | $7.48M 2.94% | 0.00 | 0.00 | 348.95K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 100.77K | SH | $7.42M 2.92% | 0.00 | 0.00 | 100.77K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 45.93K | SH | $7.13M 2.80% | 0.00 | 0.00 | 45.93K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.59K | SH | $6.35M 2.50% | 0.00 | 0.00 | 8.59K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 10.34K | SH | $6.30M 2.48% | 0.00 | 0.00 | 10.34K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 104.50K | SH | $5.62M 2.21% | 0.00 | 0.00 | 104.50K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 62.80K | SH | $5.16M 2.03% | 0.00 | 0.00 | 62.80K |
AMAZON COM INCSOLE | COM | 16.39K | SH | $4.08M 1.61% | 0.00 | 0.00 | 16.39K |
ALPHABET INCSOLE | CAP STK CL A | 11.27K | SH | $3.88M 1.53% | 0.00 | 0.00 | 11.27K |
SCHWAB STRATEGIC TRSOLE | ULTRA SHORT INCM | 152.19K | SH | $3.82M 1.50% | 0.00 | 0.00 | 152.19K |
VANGUARD MALVERN FDSSOLE | CORE-PLUS BD ETF | 48.95K | SH | $3.62M 1.43% | 0.00 | 0.00 | 48.95K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 95.51K | SH | $3.34M 1.32% | 0.00 | 0.00 | 95.51K |
MICROSOFT CORPSOLE | COM | 6.50K | SH | $3.33M 1.31% | 0.00 | 0.00 | 6.50K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 14.01K | SH | $3.27M 1.29% | 0.00 | 0.00 | 14.01K |
ADVANCED MICRO DEVICES INCSOLE | COM | 4.92K | SH | $3.01M 1.19% | 0.00 | 0.00 | 4.92K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 13.98K | SH | $2.74M 1.08% | 0.00 | 0.00 | 13.98K |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAN INTL VL | 26.07K | SH | $2.48M 0.98% | 0.00 | 0.00 | 26.07K |