SCOTTSDALE, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
53.1%
Top 10 weight
86.7%
Voting Authority Distribution
Total shares with voting rights: 3.99M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 287.39K | SH | $94.71M 24.76% | 0.00 | 0.00 | 287.39K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 926.46K | SH | $72.38M 18.92% | 0.00 | 0.00 | 926.46K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 467.86K | SH | $35.95M 9.40% | 0.00 | 0.00 | 467.86K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 540.55K | SH | $27.09M 7.08% | 0.00 | 0.00 | 540.55K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 347.72K | SH | $25.62M 6.70% | 0.00 | 0.00 | 347.72K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 490.15K | SH | $23.56M 6.16% | 0.00 | 0.00 | 490.15K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 238.21K | SH | $19.72M 5.16% | 0.00 | 0.00 | 238.21K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.32K | SH | $14.41M 3.77% | 0.00 | 0.00 | 23.32K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 129.78K | SH | $10.29M 2.69% | 0.00 | 0.00 | 129.78K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 37.53K | SH | $7.88M 2.06% | 0.00 | 0.00 | 37.53K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.14K | SH | $5.43M 1.42% | 0.00 | 0.00 | 8.14K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 25.64K | SH | $5.04M 1.32% | 0.00 | 0.00 | 25.64K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 75K | SH | $4.81M 1.26% | 0.00 | 0.00 | 75K |
VANGUARD CALIF TAX FREE FDSSOLE | TAX EXEMPT BD FD | 45.65K | SH | $4.52M 1.18% | 0.00 | 0.00 | 45.65K |
ISHARES TRSOLE | CORE S&P TTL STK | 21.92K | SH | $3.15M 0.82% | 0.00 | 0.00 | 21.92K |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 34.49K | SH | $2.61M 0.68% | 0.00 | 0.00 | 34.49K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 23.67K | SH | $2.38M 0.62% | 0.00 | 0.00 | 23.67K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 12.55K | SH | $1.86M 0.49% | 0.00 | 0.00 | 12.55K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 74.02K | SH | $1.86M 0.49% | 0.00 | 0.00 | 74.02K |
ISHARES TRSOLE | CORE MSCI TOTAL | 20.50K | SH | $1.78M 0.46% | 0.00 | 0.00 | 20.50K |
ISHARES TRSOLE | RUS MID CAP ETF | 15.06K | SH | $1.46M 0.38% | 0.00 | 0.00 | 15.06K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 5.80K | SH | $1.25M 0.33% | 0.00 | 0.00 | 5.80K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 3.61K | SH | $1.25M 0.33% | 0.00 | 0.00 | 3.61K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.67K | SH | $1.23M 0.32% | 0.00 | 0.00 | 4.67K |
ISHARES TRSOLE | CORE S&P MCP ETF | 11.91K | SH | $867.2K 0.23% | 0.00 | 0.00 | 11.91K |