SCOTTSDALE, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
14.9%
Top 10 weight
27.2%
Voting Authority Distribution
Total shares with voting rights: 6.45M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.45M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 182.68K | SH | $52.86M 9.19% | 0.00 | 0.00 | 182.68K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 262.70K | SH | $18.72M 3.26% | 0.00 | 0.00 | 262.70K |
SPDR SERIES TRUSTSOLE | ST STR SP DIV | 92.84K | SH | $14.13M 2.46% | 0.00 | 0.00 | 92.84K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 341.34K | SH | $11.55M 2.01% | 0.00 | 0.00 | 341.34K |
JPMORGAN CHASE & COSOLE | COM | 33.37K | SH | $10.92M 1.90% | 0.00 | 0.00 | 33.37K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 343.61K | SH | $10.90M 1.89% | 0.00 | 0.00 | 343.61K |
ISHARES TRSOLE | CORE MSCI EAFE | 100.58K | SH | $9.71M 1.69% | 0.00 | 0.00 | 100.58K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.90K | SH | $9.66M 1.68% | 0.00 | 0.00 | 12.90K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 56.36K | SH | $8.91M 1.55% | 0.00 | 0.00 | 56.36K |
MICROSOFT CORPSOLE | COM | 23.51K | SH | $8.77M 1.53% | 0.00 | 0.00 | 23.51K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 100.33K | SH | $8.64M 1.50% | 0.00 | 0.00 | 100.33K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 56.63K | SH | $7.79M 1.35% | 0.00 | 0.00 | 56.63K |
ALPHABET INCSOLE | CAP STK CL A | 20.14K | SH | $7.20M 1.25% | 0.00 | 0.00 | 20.14K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.18K | SH | $7.09M 1.23% | 0.00 | 0.00 | 14.18K |
ISHARES TRSOLE | CORE S&P MCP ETF | 88.19K | SH | $6.80M 1.18% | 0.00 | 0.00 | 88.19K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 115.42K | SH | $6.48M 1.13% | 0.00 | 0.00 | 115.42K |
ISHARES TRSOLE | CORE S&P SCP ETF | 43.37K | SH | $6.43M 1.12% | 0.00 | 0.00 | 43.37K |
NVIDIA CORPORATIONSOLE | COM | 31.28K | SH | $6.26M 1.09% | 0.00 | 0.00 | 31.28K |
COCA COLA COSOLE | COM | 73.81K | SH | $6.00M 1.04% | 0.00 | 0.00 | 73.81K |
AMAZON COM INCSOLE | COM | 24.32K | SH | $5.80M 1.01% | 0.00 | 0.00 | 24.32K |
JOHNSON & JOHNSONSOLE | COM | 22.56K | SH | $5.73M 1.00% | 0.00 | 0.00 | 22.56K |
EXXON MOBIL CORPSOLE | COM | 39.94K | SH | $5.46M 0.95% | 0.00 | 0.00 | 39.94K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 62.65K | SH | $5.36M 0.93% | 0.00 | 0.00 | 62.65K |
ISHARES TRSOLE | EAFE SML CP ETF | 63.90K | SH | $5.26M 0.91% | 0.00 | 0.00 | 63.90K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.51K | SH | $5.16M 0.90% | 0.00 | 0.00 | 7.51K |