SANTA BARBARA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
24.6%
Top 10 weight
49.4%
Voting Authority Distribution
Total shares with voting rights: 42.06M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
42.06M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.40M | SH | $471.49M 9.70% | 0.00 | 0.00 | 2.40M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 986.76K | SH | $431.01M 8.86% | 0.00 | 0.00 | 986.76K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 1.13M | SH | $294.70M 6.06% | 0.00 | 0.00 | 1.13M |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 3.41M | SH | $289.10M 5.94% | 0.00 | 0.00 | 3.41M |
APPLE INCSOLE | COM | 990.57K | SH | $251.40M 5.17% | 0.00 | 0.00 | 990.57K |
MICROSOFT CORPSOLE | COM | 473.76K | SH | $175.37M 3.61% | 0.00 | 0.00 | 473.76K |
NVIDIA CORPORATIONSOLE | COM | 921.99K | SH | $160.79M 3.31% | 0.00 | 0.00 | 921.99K |
ISHARES TRSOLE | CORE MSCI EAFE | 1.54M | SH | $139.37M 2.87% | 0.00 | 0.00 | 1.54M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 338.50K | SH | $108.59M 2.23% | 0.00 | 0.00 | 338.50K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.22M | SH | $78.24M 1.61% | 0.00 | 0.00 | 1.22M |
ISHARES TRSOLE | CORE S&P SCP ETF | 598.24K | SH | $74.37M 1.53% | 0.00 | 0.00 | 598.24K |
AMAZON COM INCSOLE | COM | 330.55K | SH | $68.84M 1.42% | 0.00 | 0.00 | 330.55K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 139.26K | SH | $59.38M 1.22% | 0.00 | 0.00 | 139.26K |
ALPHABET INCSOLE | CAP STK CL C | 200.50K | SH | $57.52M 1.18% | 0.00 | 0.00 | 200.50K |
ISHARES TRSOLE | CORE S&P TTL STK | 395.55K | SH | $56.34M 1.16% | 0.00 | 0.00 | 395.55K |
ISHARES TRSOLE | ESG OPTIMIZED | 412.27K | SH | $54.46M 1.12% | 0.00 | 0.00 | 412.27K |
TESLA INCSOLE | COM | 137.09K | SH | $50.96M 1.05% | 0.00 | 0.00 | 137.09K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 224.65K | SH | $48.00M 0.99% | 0.00 | 0.00 | 224.65K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 564.24K | SH | $45.47M 0.93% | 0.00 | 0.00 | 564.24K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 868.24K | SH | $43.71M 0.90% | 0.00 | 0.00 | 868.24K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 439K | SH | $41.98M 0.86% | 0.00 | 0.00 | 439K |
BROADCOM INCSOLE | COM | 127.10K | SH | $39.34M 0.81% | 0.00 | 0.00 | 127.10K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 830.71K | SH | $37.43M 0.77% | 0.00 | 0.00 | 830.71K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 56.30K | SH | $36.61M 0.75% | 0.00 | 0.00 | 56.30K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 916.98K | SH | $35.73M 0.73% | 0.00 | 0.00 | 916.98K |