REDWOOD CITY, CA
Allocation by class
Portfolio Concentration
Top 3 weight
29.6%
Top 10 weight
56.3%
Voting Authority Distribution
Total shares with voting rights: 2.08M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.08M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | ETF | 190.61K | SH | $19.19M 15.15% | 0.00 | 0.00 | 190.61K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 337.77K | SH | $11.43M 9.03% | 0.00 | 0.00 | 337.77K |
VANGUARD VALUE INDEX FUND ETF SHARESSOLE | ETF | 31.35K | SH | $6.83M 5.40% | 0.00 | 0.00 | 31.35K |
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARESSOLE | ETF | 79.08K | SH | $5.81M 4.58% | 0.00 | 0.00 | 79.08K |
VANGUARD GROWTH INDEX FUND ETF SHARESSOLE | ETF | 64.84K | SH | $5.59M 4.41% | 0.00 | 0.00 | 64.84K |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 111K | SH | $5.47M 4.32% | 0.00 | 0.00 | 111K |
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARESSOLE | ETF | 68.65K | SH | $5.27M 4.16% | 0.00 | 0.00 | 68.65K |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 166.53K | SH | $4.61M 3.64% | 0.00 | 0.00 | 166.53K |
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFSOLE | ETF | 36.33K | SH | $3.64M 2.87% | 0.00 | 0.00 | 36.33K |
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARESSOLE | ETF | 14.47K | SH | $3.42M 2.70% | 0.00 | 0.00 | 14.47K |
APPLE INCSOLE | Equity | 11.37K | SH | $3.29M 2.60% | 0.00 | 0.00 | 11.37K |
SCHWAB U.S. MID-CAP ETFSOLE | ETF | 82.79K | SH | $3.05M 2.41% | 0.00 | 0.00 | 82.79K |
SCHWAB U.S. DIVIDEND EQUITY ETFSOLE | ETF | 95.94K | SH | $3.04M 2.40% | 0.00 | 0.00 | 95.94K |
VANGUARD SMALL-CAP INDEXFUND ETF SHARESSOLE | ETF | 9.88K | SH | $2.99M 2.36% | 0.00 | 0.00 | 9.88K |
VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARESSOLE | ETF | 37.90K | SH | $2.95M 2.33% | 0.00 | 0.00 | 37.90K |
VANGUARD CORE BOND ETFSOLE | ETF | 38.11K | SH | $2.94M 2.32% | 0.00 | 0.00 | 38.11K |
VANGUARD S&P 500 ETFSOLE | ETF | 3.90K | SH | $2.68M 2.11% | 0.00 | 0.00 | 3.90K |
SCHWAB U.S. SMALL-CAP ETFSOLE | ETF | 67.86K | SH | $2.45M 1.94% | 0.00 | 0.00 | 67.86K |
ORACLE CORPSOLE | Equity | 14.05K | SH | $2.06M 1.63% | 0.00 | 0.00 | 14.05K |
VANGUARD HEALTH CARE INDEX FUND ETF SHARESSOLE | ETF | 6.60K | SH | $1.97M 1.56% | 0.00 | 0.00 | 6.60K |
VANGUARD MID-CAP INDEX FUND ETF SHARESSOLE | ETF | 23.02K | SH | $1.86M 1.46% | 0.00 | 0.00 | 23.02K |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARESSOLE | ETF | 14.89K | SH | $1.78M 1.41% | 0.00 | 0.00 | 14.89K |
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFSOLE | ETF | 31.81K | SH | $1.31M 1.03% | 0.00 | 0.00 | 31.81K |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 13.15K | SH | $1.25M 0.99% | 0.00 | 0.00 | 13.15K |
SCHWAB U.S. AGGREGATE BOND ETFSOLE | ETF | 52.90K | SH | $1.22M 0.97% | 0.00 | 0.00 | 52.90K |