SCOTTSDALE, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
15.3%
Top 10 weight
28.0%
Voting Authority Distribution
Total shares with voting rights: 5.66M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.66M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 170.79K | SH | $43.34M 9.17% | 0.00 | 0.00 | 170.79K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 241.61K | SH | $15.48M 3.28% | 0.00 | 0.00 | 241.61K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 91.69K | SH | $13.38M 2.83% | 0.00 | 0.00 | 91.69K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 325.09K | SH | $9.97M 2.11% | 0.00 | 0.00 | 325.09K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 317.71K | SH | $9.26M 1.96% | 0.00 | 0.00 | 317.71K |
ISHARES TRSOLE | CORE MSCI EAFE | 97.83K | SH | $8.86M 1.87% | 0.00 | 0.00 | 97.83K |
ISHARES TRSOLE | CORE S&P500 ETF | 13.04K | SH | $8.51M 1.80% | 0.00 | 0.00 | 13.04K |
JPMORGAN CHASE & COSOLE | COM | 28.48K | SH | $8.38M 1.77% | 0.00 | 0.00 | 28.48K |
MICROSOFT CORPSOLE | COM | 20.71K | SH | $7.66M 1.62% | 0.00 | 0.00 | 20.71K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 50.16K | SH | $7.43M 1.57% | 0.00 | 0.00 | 50.16K |
EXXON MOBIL CORPSOLE | COM | 39.84K | SH | $6.76M 1.43% | 0.00 | 0.00 | 39.84K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.49K | SH | $6.46M 1.37% | 0.00 | 0.00 | 13.49K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 14.56K | SH | $6.36M 1.35% | 0.00 | 0.00 | 14.56K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 52.10K | SH | $5.89M 1.25% | 0.00 | 0.00 | 52.10K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 53.76K | SH | $5.70M 1.21% | 0.00 | 0.00 | 53.76K |
ISHARES TRSOLE | CORE S&P MCP ETF | 83.08K | SH | $5.61M 1.19% | 0.00 | 0.00 | 83.08K |
COCA COLA COSOLE | COM | 73.51K | SH | $5.59M 1.18% | 0.00 | 0.00 | 73.51K |
ISHARES TRSOLE | CORE S&P SCP ETF | 43.80K | SH | $5.45M 1.15% | 0.00 | 0.00 | 43.80K |
JOHNSON & JOHNSONSOLE | COM | 21.07K | SH | $5.15M 1.09% | 0.00 | 0.00 | 21.07K |
ISHARES TRSOLE | EAFE SML CP ETF | 64.18K | SH | $5.03M 1.07% | 0.00 | 0.00 | 64.18K |
ALPHABET INCSOLE | CAP STK CL A | 17.48K | SH | $5.03M 1.06% | 0.00 | 0.00 | 17.48K |
SHERWIN WILLIAMS COSOLE | COM | 14.20K | SH | $4.55M 0.96% | 0.00 | 0.00 | 14.20K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 57.09K | SH | $4.40M 0.93% | 0.00 | 0.00 | 57.09K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 22.37K | SH | $4.39M 0.93% | 0.00 | 0.00 | 22.37K |
ISHARES TRSOLE | S&P 500 VAL ETF | 20.56K | SH | $4.34M 0.92% | 0.00 | 0.00 | 20.56K |