PALOS VERDES ESTATES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
70.3%
Top 10 weight
89.0%
Voting Authority Distribution
Total shares with voting rights: 1.11M
Full voting authority
1.11M
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 INDEX FDSSOLE | TOTAL STK MKT | 173.62K | SH | $55.70M 29.97% | 173.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 90.70K | SH | $54.20M 29.16% | 90.70K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 325.02K | SH | $20.83M 11.21% | 325.02K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 39.07K | SH | $10.23M 5.50% | 39.07K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 115.39K | SH | $6.24M 3.36% | 115.39K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.34K | SH | $6.07M 3.27% | 9.34K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.74K | SH | $5.26M 2.83% | 20.74K | 0.00 | 0.00 |
ROYALTY PHARMA PLCSOLE | SHS CLASS A | 58.24K | SH | $2.79M 1.50% | 58.24K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 90.28K | SH | $2.23M 1.20% | 90.28K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.27K | SH | $1.86M 1.00% | 4.27K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.30K | SH | $1.59M 0.86% | 4.30K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.80K | SH | $1.38M 0.74% | 4.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.80K | SH | $1.38M 0.74% | 4.80K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 25.75K | SH | $1.18M 0.64% | 25.75K | 0.00 | 0.00 |
ISHARES TRSOLE | EXPND TEC SC ETF | 8.23K | SH | $974.9K 0.52% | 8.23K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 4.66K | SH | $970.5K 0.52% | 4.66K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 3.20K | SH | $967.2K 0.52% | 3.20K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 19.50K | SH | $950.6K 0.51% | 19.50K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 26.15K | SH | $861.6K 0.46% | 26.15K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 2.80K | SH | $846.9K 0.46% | 2.80K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 1K | SH | $846.0K 0.46% | 1K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 9K | SH | $845.8K 0.46% | 9K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 18.23K | SH | $831.9K 0.45% | 18.23K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 11.37K | SH | $738.9K 0.40% | 11.37K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 5.81K | SH | $722.0K 0.39% | 5.81K | 0.00 | 0.00 |