REDWOOD SHORES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
39.9%
Top 10 weight
84.9%
Voting Authority Distribution
Total shares with voting rights: 3.67M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.67M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 124.16K | SH | $27.29M 14.24% | 0.00 | 0.00 | 124.16K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 335.48K | SH | $26.75M 13.96% | 0.00 | 0.00 | 335.48K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 816.14K | SH | $22.39M 11.69% | 0.00 | 0.00 | 816.14K |
T ROWE PRICE ETF INCSOLE | CAP APPRECIATION | 575.55K | SH | $22.00M 11.48% | 0.00 | 0.00 | 575.55K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 170.69K | SH | $12.88M 6.72% | 0.00 | 0.00 | 170.69K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 264.94K | SH | $11.56M 6.04% | 0.00 | 0.00 | 264.94K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 354.39K | SH | $11.56M 6.03% | 0.00 | 0.00 | 354.39K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 145.67K | SH | $10.79M 5.63% | 0.00 | 0.00 | 145.67K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 205.18K | SH | $9.12M 4.76% | 0.00 | 0.00 | 205.18K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 178.28K | SH | $8.25M 4.31% | 0.00 | 0.00 | 178.28K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 214.14K | SH | $6.44M 3.36% | 0.00 | 0.00 | 214.14K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 10.80K | SH | $5.11M 2.67% | 0.00 | 0.00 | 10.80K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 106.98K | SH | $4.24M 2.21% | 0.00 | 0.00 | 106.98K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 80.99K | SH | $4.10M 2.14% | 0.00 | 0.00 | 80.99K |
JOHNSON & JOHNSONSOLE | COM | 10.93K | SH | $2.26M 1.18% | 0.00 | 0.00 | 10.93K |
ISHARES TRSOLE | RUS 1000 ETF | 3.93K | SH | $1.47M 0.77% | 0.00 | 0.00 | 3.93K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 44.65K | SH | $1.17M 0.61% | 0.00 | 0.00 | 44.65K |
APPLE INCSOLE | COM | 3.24K | SH | $881.3K 0.46% | 0.00 | 0.00 | 3.24K |
TESLA INCSOLE | COM | 1.32K | SH | $593.6K 0.31% | 0.00 | 0.00 | 1.32K |
MICROSOFT CORPSOLE | COM | 1.04K | SH | $505.4K 0.26% | 0.00 | 0.00 | 1.04K |
ALPHABET INCSOLE | CAP STK CL C | 1.50K | SH | $471.0K 0.25% | 0.00 | 0.00 | 1.50K |
ALPHABET INCSOLE | CAP STK CL A | 1.33K | SH | $415.5K 0.22% | 0.00 | 0.00 | 1.33K |
AMAZON COM INCSOLE | COM | 1.49K | SH | $344.2K 0.18% | 0.00 | 0.00 | 1.49K |
APPLIED MATLS INCSOLE | COM | 1.16K | SH | $298.6K 0.16% | 0.00 | 0.00 | 1.16K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 540.00 | SH | $271.4K 0.14% | 0.00 | 0.00 | 540.00 |