HERMOSA BEACH, CA
Allocation by class
Portfolio Concentration
Top 3 weight
91.4%
Top 10 weight
99.0%
Voting Authority Distribution
Total shares with voting rights: 677.77K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
677.77K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 291.44K | SH | $93.50M 50.80% | 0.00 | 0.00 | 291.44K |
ISHARES TRSOLE | CORE S&P500 ETF | 100.11K | SH | $65.39M 35.53% | 0.00 | 0.00 | 100.11K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 120.17K | SH | $9.27M 5.03% | 0.00 | 0.00 | 120.17K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 90.46K | SH | $6.43M 3.50% | 0.00 | 0.00 | 90.46K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.01K | SH | $2.39M 1.30% | 0.00 | 0.00 | 4.01K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.31K | SH | $2.16M 1.17% | 0.00 | 0.00 | 3.31K |
ISHARES TRSOLE | CORE S&P SCP ETF | 8.38K | SH | $1.04M 0.57% | 0.00 | 0.00 | 8.38K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 20.30K | SH | $1.01M 0.55% | 0.00 | 0.00 | 20.30K |
MICROSOFT CORPSOLE | COM | 1.48K | SH | $549.3K 0.30% | 0.00 | 0.00 | 1.48K |
APPLE INCSOLE | COM | 1.95K | SH | $494.6K 0.27% | 0.00 | 0.00 | 1.95K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 10.29K | SH | $343.2K 0.19% | 0.00 | 0.00 | 10.29K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 9.56K | SH | $295.9K 0.16% | 0.00 | 0.00 | 9.56K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 6.19K | SH | $263.2K 0.14% | 0.00 | 0.00 | 6.19K |
NVIDIA CORPORATIONSOLE | COM | 1.41K | SH | $245.0K 0.13% | 0.00 | 0.00 | 1.41K |
BROADCOM INCSOLE | COM | 790.00 | SH | $244.5K 0.13% | 0.00 | 0.00 | 790.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 7.31K | SH | $212.6K 0.12% | 0.00 | 0.00 | 7.31K |
HOME DEPOT INCSOLE | COM | 621.00 | SH | $204.2K 0.11% | 0.00 | 0.00 | 621.00 |