DENVER, CO
Allocation by class
Portfolio Concentration
Top 3 weight
66.8%
Top 10 weight
86.3%
Voting Authority Distribution
Total shares with voting rights: 1.58M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.58M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 336.18K | SH | $87.37M 52.45% | 0.00 | 0.00 | 336.18K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 239.26K | SH | $14.43M 8.66% | 0.00 | 0.00 | 239.26K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT INC | 189.22K | SH | $9.55M 5.73% | 0.00 | 0.00 | 189.22K |
KILROY RLTY CORPSOLE | COM | 174.59K | SH | $6.36M 3.82% | 0.00 | 0.00 | 174.59K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 185.97K | SH | $5.62M 3.37% | 0.00 | 0.00 | 185.97K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.51K | SH | $5.53M 3.32% | 0.00 | 0.00 | 11.51K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 87.76K | SH | $5.15M 3.09% | 0.00 | 0.00 | 87.76K |
ISHARES TRSOLE | CORE S&P TTL STK | 33.55K | SH | $3.87M 2.32% | 0.00 | 0.00 | 33.55K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 17.37K | SH | $3.17M 1.90% | 0.00 | 0.00 | 17.37K |
APPLE INCSOLE | COM | 16.17K | SH | $2.77M 1.66% | 0.00 | 0.00 | 16.17K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 18.39K | SH | $2.22M 1.34% | 0.00 | 0.00 | 18.39K |
ALPHABET INCSOLE | CAP STK CL A | 11K | SH | $1.66M 1.00% | 0.00 | 0.00 | 11K |
CHEVRON CORP NEWSOLE | COM | 10K | SH | $1.58M 0.95% | 0.00 | 0.00 | 10K |
ISHARES TRSOLE | CORE MSCI TOTAL | 20.12K | SH | $1.37M 0.82% | 0.00 | 0.00 | 20.12K |
WORKDAY INCSOLE | CL A | 5K | SH | $1.36M 0.82% | 0.00 | 0.00 | 5K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 12.09K | SH | $1.13M 0.68% | 0.00 | 0.00 | 12.09K |
ALPHABET INCSOLE | CAP STK CL C | 7.26K | SH | $1.11M 0.66% | 0.00 | 0.00 | 7.26K |
PHILIP MORRIS INTL INCSOLE | COM | 11.49K | SH | $1.05M 0.63% | 0.00 | 0.00 | 11.49K |
FEDEX CORPSOLE | COM | 3.35K | SH | $971.5K 0.58% | 0.00 | 0.00 | 3.35K |
HYATT HOTELS CORPSOLE | COM CL A | 4.45K | SH | $709.8K 0.43% | 0.00 | 0.00 | 4.45K |
ISHARES TRSOLE | PFD AND INCM SEC | 21.94K | SH | $707.2K 0.42% | 0.00 | 0.00 | 21.94K |
WILLIAMS COS INCSOLE | COM | 18K | SH | $701.4K 0.42% | 0.00 | 0.00 | 18K |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 10.05K | SH | $659.8K 0.40% | 0.00 | 0.00 | 10.05K |
JPMORGAN CHASE & COSOLE | COM | 3.09K | SH | $619.7K 0.37% | 0.00 | 0.00 | 3.09K |
MGM RESORTS INTERNATIONALSOLE | COM | 12.13K | SH | $572.8K 0.34% | 0.00 | 0.00 | 12.13K |