PASADENA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
40.2%
Top 10 weight
79.8%
Voting Authority Distribution
Total shares with voting rights: 3.57M
Full voting authority
3.57M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 317.67K | SH | $45.25M 17.03% | 317.67K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 306.16K | SH | $33.82M 12.73% | 306.16K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 465.40K | SH | $27.71M 10.43% | 465.40K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 249.50K | SH | $24.92M 9.38% | 249.50K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 277.30K | SH | $23.17M 8.72% | 277.30K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 458.76K | SH | $15.85M 5.97% | 458.76K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 310.10K | SH | $14.85M 5.59% | 310.10K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 209.42K | SH | $10.46M 3.94% | 209.42K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 160.10K | SH | $8.45M 3.18% | 160.10K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 107.11K | SH | $7.60M 2.86% | 107.11K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 142.95K | SH | $6.93M 2.61% | 142.95K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 65.94K | SH | $4.69M 1.77% | 65.94K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.07K | SH | $3.32M 1.25% | 13.07K | 0.00 | 0.00 |
CATHAY GEN BANCORPSOLE | COM | 50.48K | SH | $2.52M 0.95% | 50.48K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 81.37K | SH | $2.04M 0.77% | 81.37K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 22.43K | SH | $2.00M 0.75% | 22.43K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 9.85K | SH | $1.72M 0.65% | 9.85K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 17.84K | SH | $1.40M 0.53% | 17.84K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 22.09K | SH | $1.38M 0.52% | 22.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.68K | SH | $1.18M 0.45% | 5.68K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 3.73K | SH | $1.17M 0.44% | 3.73K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 44.75K | SH | $1.15M 0.43% | 44.75K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | INTL EQUITY FD | 15.65K | SH | $1.09M 0.41% | 15.65K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.82K | SH | $1.05M 0.39% | 2.82K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 14.72K | SH | $1.03M 0.39% | 14.72K | 0.00 | 0.00 |