RA'ANANA, L3
Allocation by class
Portfolio Concentration
Top 3 weight
18.5%
Top 10 weight
46.1%
Voting Authority Distribution
Total shares with voting rights: 1.23M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.23M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES U S ETF TRSOLE | SHORT DURATION B | 152.69K | SH | $7.80M 7.25% | 0.00 | 0.00 | 152.69K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 66.05K | SH | $6.63M 6.16% | 0.00 | 0.00 | 66.05K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 70.14K | SH | $5.53M 5.14% | 0.00 | 0.00 | 70.14K |
ISHARES TRSOLE | ULTRA SHORT DUR | 97.58K | SH | $4.94M 4.59% | 0.00 | 0.00 | 97.58K |
STRYKER CORPORATIONSOLE | COM | 12.30K | SH | $4.32M 4.02% | 0.00 | 0.00 | 12.30K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.84K | SH | $4.30M 4.00% | 0.00 | 0.00 | 12.84K |
PIMCO ETF TRSOLE | ENHNCD LW DUR AC | 42.64K | SH | $4.09M 3.80% | 0.00 | 0.00 | 42.64K |
ISHARES TRSOLE | INTRM GOV CR ETF | 37.86K | SH | $4.06M 3.78% | 0.00 | 0.00 | 37.86K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 43.10K | SH | $4.01M 3.73% | 0.00 | 0.00 | 43.10K |
ISHARES TRSOLE | CORE 1 5 YR USD | 79.63K | SH | $3.88M 3.61% | 0.00 | 0.00 | 79.63K |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 74.18K | SH | $3.49M 3.25% | 0.00 | 0.00 | 74.18K |
ISHARES TRSOLE | CORE MSCI EAFE | 34.52K | SH | $3.09M 2.87% | 0.00 | 0.00 | 34.52K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 26.77K | SH | $2.99M 2.78% | 0.00 | 0.00 | 26.77K |
ISHARES TRSOLE | MSCI USA QLT FCT | 13.63K | SH | $2.71M 2.52% | 0.00 | 0.00 | 13.63K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 32.74K | SH | $2.52M 2.34% | 0.00 | 0.00 | 32.74K |
APPLE INCSOLE | COM | 9.26K | SH | $2.52M 2.34% | 0.00 | 0.00 | 9.26K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 28.20K | SH | $2.32M 2.16% | 0.00 | 0.00 | 28.20K |
ISHARES GOLD TRSOLE | ISHARES NEW | 28.46K | SH | $2.31M 2.15% | 0.00 | 0.00 | 28.46K |
ISHARES TRSOLE | MSCI INTL QUALTY | 42.35K | SH | $1.92M 1.79% | 0.00 | 0.00 | 42.35K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 10.63K | SH | $1.89M 1.75% | 0.00 | 0.00 | 10.63K |
MICROSOFT CORPSOLE | COM | 3.83K | SH | $1.85M 1.72% | 0.00 | 0.00 | 3.83K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 16.58K | SH | $1.69M 1.57% | 0.00 | 0.00 | 16.58K |
NVIDIA CORPORATIONSOLE | COM | 9.06K | SH | $1.69M 1.57% | 0.00 | 0.00 | 9.06K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 16.48K | SH | $1.55M 1.44% | 0.00 | 0.00 | 16.48K |
ISHARES TRSOLE | MSCI INTL VLU FT | 40.25K | SH | $1.53M 1.42% | 0.00 | 0.00 | 40.25K |