REDWOOD CITY, CA
Allocation by class
Portfolio Concentration
Top 3 weight
32.3%
Top 10 weight
59.5%
Voting Authority Distribution
Total shares with voting rights: 116.92M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
116.92M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | UIT EXCHANGE TRADED | 195.75K | SH | $19.70M 16.85% | 0.00 | 0.00 | 19.70M |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | UIT EXCHANGE TRADED | 345.62K | SH | $10.07M 8.61% | 0.00 | 0.00 | 10.07M |
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARESSOLE | UIT EXCHANGE TRADED | 108.49K | SH | $7.99M 6.83% | 0.00 | 0.00 | 7.99M |
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARESSOLE | UIT EXCHANGE TRADED | 76.67K | SH | $5.92M 5.06% | 0.00 | 0.00 | 5.92M |
VANGUARD VALUE INDEX FUND ETF SHARESSOLE | UIT EXCHANGE TRADED | 29.98K | SH | $5.88M 5.03% | 0.00 | 0.00 | 5.88M |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | UIT EXCHANGE TRADED | 112.85K | SH | $4.80M 4.11% | 0.00 | 0.00 | 4.80M |
VANGUARD GROWTH INDEX FUND ETF SHARESSOLE | UIT EXCHANGE TRADED | 10.89K | SH | $4.76M 4.07% | 0.00 | 0.00 | 4.76M |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | UIT EXCHANGE TRADED | 160.06K | SH | $3.96M 3.39% | 0.00 | 0.00 | 3.96M |
APPLE INCSOLE | COMMON STOCK | 13.36K | SH | $3.39M 2.90% | 0.00 | 0.00 | 3.39M |
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARESSOLE | UIT EXCHANGE TRADED | 14.51K | SH | $3.12M 2.67% | 0.00 | 0.00 | 3.12M |
SCHWAB U.S. DIVIDEND EQUITY ETFSOLE | UIT EXCHANGE TRADED | 94.94K | SH | $2.91M 2.49% | 0.00 | 0.00 | 2.91M |
VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARESSOLE | UIT EXCHANGE TRADED | 37.04K | SH | $2.90M 2.48% | 0.00 | 0.00 | 2.90M |
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFSOLE | UIT EXCHANGE TRADED | 28.62K | SH | $2.87M 2.45% | 0.00 | 0.00 | 2.87M |
SCHWAB U.S. MID-CAP ETFSOLE | UIT EXCHANGE TRADED | 84.21K | SH | $2.61M 2.23% | 0.00 | 0.00 | 2.61M |
VANGUARD SMALL-CAP INDEXFUND ETF SHARESSOLE | UIT EXCHANGE TRADED | 9.50K | SH | $2.49M 2.13% | 0.00 | 0.00 | 2.49M |
VANGUARD S&P 500 ETFSOLE | UIT EXCHANGE TRADED | 3.76K | SH | $2.25M 1.92% | 0.00 | 0.00 | 2.25M |
ORACLE CORPSOLE | COMMON STOCK | 14.04K | SH | $2.07M 1.77% | 0.00 | 0.00 | 2.07M |
SCHWAB U.S. SMALL-CAP ETFSOLE | UIT EXCHANGE TRADED | 69.84K | SH | $2.03M 1.74% | 0.00 | 0.00 | 2.03M |
VANGUARD HEALTH CARE INDEX FUND ETF SHARESSOLE | UIT EXCHANGE TRADED | 6.54K | SH | $1.78M 1.52% | 0.00 | 0.00 | 1.78M |
VANGUARD MID-CAP INDEX FUND ETF SHARESSOLE | UIT EXCHANGE TRADED | 5.68K | SH | $1.63M 1.39% | 0.00 | 0.00 | 1.63M |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARESSOLE | UIT EXCHANGE TRADED | 1.94K | SH | $1.35M 1.16% | 0.00 | 0.00 | 1.35M |
SCHWAB U.S. AGGREGATE BOND ETFSOLE | UIT EXCHANGE TRADED | 53.28K | SH | $1.24M 1.06% | 0.00 | 0.00 | 1.24M |
SPDR GOLD SHARESSOLE | UIT EXCHANGE TRADED | 2.80K | SH | $1.20M 1.03% | 0.00 | 0.00 | 1.20M |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFSOLE | UIT EXCHANGE TRADED | 12.98K | SH | $1.12M 0.96% | 0.00 | 0.00 | 1.12M |
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFSOLE | UIT EXCHANGE TRADED | 30.81K | SH | $1.10M 0.94% | 0.00 | 0.00 | 1.10M |