LOS GATOS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
46.0%
Top 10 weight
78.0%
Voting Authority Distribution
Total shares with voting rights: 4.86M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.86M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 219.26K | SH | $70.34M 19.82% | 0.00 | 0.00 | 219.26K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.09M | SH | $64.68M 18.23% | 0.00 | 0.00 | 1.09M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 440.86K | SH | $28.25M 7.96% | 0.00 | 0.00 | 440.86K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 174.01K | SH | $19.22M 5.42% | 0.00 | 0.00 | 174.01K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 745.20K | SH | $18.44M 5.20% | 0.00 | 0.00 | 745.20K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 711.92K | SH | $17.87M 5.04% | 0.00 | 0.00 | 711.92K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 280.08K | SH | $17.49M 4.93% | 0.00 | 0.00 | 280.08K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 191.78K | SH | $15.45M 4.35% | 0.00 | 0.00 | 191.78K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 148.92K | SH | $14.87M 4.19% | 0.00 | 0.00 | 148.92K |
NVIDIA CORPORATIONSOLE | COM | 57.66K | SH | $10.06M 2.83% | 0.00 | 0.00 | 57.66K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 53.52K | SH | $6.01M 1.69% | 0.00 | 0.00 | 53.52K |
ISHARES TRSOLE | CORE S&P TTL STK | 41.07K | SH | $5.85M 1.65% | 0.00 | 0.00 | 41.07K |
APPLE INCSOLE | COM | 22.85K | SH | $5.80M 1.63% | 0.00 | 0.00 | 22.85K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 93.72K | SH | $5.53M 1.56% | 0.00 | 0.00 | 93.72K |
NETFLIX INC.SOLE | COM | 52.75K | SH | $5.07M 1.43% | 0.00 | 0.00 | 52.75K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 202.04K | SH | $5.03M 1.42% | 0.00 | 0.00 | 202.04K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.68K | SH | $4.34M 1.22% | 0.00 | 0.00 | 6.68K |
MICROSOFT CORPSOLE | COM | 11.05K | SH | $4.09M 1.15% | 0.00 | 0.00 | 11.05K |
ROBINHOOD MKTS INCSOLE | COM CL A | 44.79K | SH | $3.10M 0.87% | 0.00 | 0.00 | 44.79K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 104.27K | SH | $2.99M 0.84% | 0.00 | 0.00 | 104.27K |
ALPHABET INCSOLE | CAP STK CL C | 7.76K | SH | $2.23M 0.63% | 0.00 | 0.00 | 7.76K |
TESLA INCSOLE | COM | 5.06K | SH | $1.88M 0.53% | 0.00 | 0.00 | 5.06K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.01K | SH | $1.80M 0.51% | 0.00 | 0.00 | 3.01K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 18.49K | SH | $1.33M 0.37% | 0.00 | 0.00 | 18.49K |
QUALCOMM INCSOLE | COM | 10.17K | SH | $1.31M 0.37% | 0.00 | 0.00 | 10.17K |