MONTEREY, CA
Allocation by class
Portfolio Concentration
Top 3 weight
36.8%
Top 10 weight
63.6%
Voting Authority Distribution
Total shares with voting rights: 3.06M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.06M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 192.45K | SH | $52.89M 15.58% | 0.00 | 0.00 | 192.45K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 759.11K | SH | $38.59M 11.37% | 0.00 | 0.00 | 759.11K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 42.00 | SH | $33.53M 9.88% | 0.00 | 0.00 | 42.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 37.16K | SH | $19.79M 5.83% | 0.00 | 0.00 | 37.16K |
APPLE INCSOLE | COM | 78.14K | SH | $17.36M 5.11% | 0.00 | 0.00 | 78.14K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 69.56K | SH | $15.42M 4.54% | 0.00 | 0.00 | 69.56K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 134.68K | SH | $10.76M 3.17% | 0.00 | 0.00 | 134.68K |
ISHARES TRSOLE | MSCI EAFE ETF | 115.78K | SH | $9.46M 2.79% | 0.00 | 0.00 | 115.78K |
ISHARES TRSOLE | CORE DIV GRWTH | 147.78K | SH | $9.13M 2.69% | 0.00 | 0.00 | 147.78K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 147.13K | SH | $8.92M 2.63% | 0.00 | 0.00 | 147.13K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 15.03K | SH | $7.05M 2.08% | 0.00 | 0.00 | 15.03K |
ISHARES INCSOLE | MSCI EMRG CHN | 124.36K | SH | $6.85M 2.02% | 0.00 | 0.00 | 124.36K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.04K | SH | $6.19M 1.82% | 0.00 | 0.00 | 12.04K |
MICROSOFT CORPSOLE | COM | 14.85K | SH | $5.57M 1.64% | 0.00 | 0.00 | 14.85K |
ISHARES TRSOLE | MSCI USA MIN VOL | 48.67K | SH | $4.56M 1.34% | 0.00 | 0.00 | 48.67K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 44.48K | SH | $4.36M 1.28% | 0.00 | 0.00 | 44.48K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 70.77K | SH | $4.04M 1.19% | 0.00 | 0.00 | 70.77K |
ISHARES INCSOLE | CORE MSCI EMKT | 72.67K | SH | $3.92M 1.16% | 0.00 | 0.00 | 72.67K |
COSTCO WHSL CORP NEWSOLE | COM | 4.04K | SH | $3.82M 1.12% | 0.00 | 0.00 | 4.04K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 27.25K | SH | $3.16M 0.93% | 0.00 | 0.00 | 27.25K |
TESLA INCSOLE | COM | 11.77K | SH | $3.05M 0.90% | 0.00 | 0.00 | 11.77K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 52.10K | SH | $2.70M 0.79% | 0.00 | 0.00 | 52.10K |
ALPHABET INCSOLE | CAP STK CL A | 16.95K | SH | $2.62M 0.77% | 0.00 | 0.00 | 16.95K |
AMAZON COM INCSOLE | COM | 13.09K | SH | $2.49M 0.73% | 0.00 | 0.00 | 13.09K |
JPMORGAN CHASE & CO.SOLE | COM | 9.32K | SH | $2.29M 0.67% | 0.00 | 0.00 | 9.32K |