SANDY, UT
Allocation by class
Portfolio Concentration
Top 3 weight
13.8%
Top 10 weight
28.7%
Voting Authority Distribution
Total shares with voting rights: 5.60M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.60M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 284.33K | SH | $22.22M 5.60% | 0.00 | 0.00 | 284.33K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 338.11K | SH | $19.15M 4.82% | 0.00 | 0.00 | 338.11K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 284.53K | SH | $13.31M 3.35% | 0.00 | 0.00 | 284.53K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 127.68K | SH | $11.75M 2.96% | 0.00 | 0.00 | 127.68K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 229.32K | SH | $11.10M 2.80% | 0.00 | 0.00 | 229.32K |
NVIDIA CORPORATIONSOLE | COM | 41.01K | SH | $9.47M 2.38% | 0.00 | 0.00 | 41.01K |
SPDR SERIES TRUSTSOLE | ST INTL BBG ETF | 401.24K | SH | $8.45M 2.13% | 0.00 | 0.00 | 401.24K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 133.11K | SH | $7.65M 1.93% | 0.00 | 0.00 | 133.11K |
APPLE INCSOLE | COM | 18K | SH | $5.95M 1.50% | 0.00 | 0.00 | 18K |
APPLIED MATLS INCSOLE | COM | 9.27K | SH | $4.91M 1.24% | 0.00 | 0.00 | 9.27K |
ISHARES TRSOLE | IBOXX HI YD ETF | 59.34K | SH | $4.56M 1.15% | 0.00 | 0.00 | 59.34K |
MICROSOFT CORPSOLE | COM | 8.81K | SH | $4.52M 1.14% | 0.00 | 0.00 | 8.81K |
VANGUARD MALVERN FDSSOLE | MULTI SECTOR | 87.18K | SH | $4.30M 1.08% | 0.00 | 0.00 | 87.18K |
MARATHON PETE CORPSOLE | COM | 9.51K | SH | $3.99M 1.01% | 0.00 | 0.00 | 9.51K |
ALPHABET INCSOLE | CAP STK CL A | 11.27K | SH | $3.81M 0.96% | 0.00 | 0.00 | 11.27K |
META PLATFORMS INCSOLE | CL A | 5.13K | SH | $3.73M 0.94% | 0.00 | 0.00 | 5.13K |
JPMORGAN CHASE & COSOLE | COM | 10.24K | SH | $3.41M 0.86% | 0.00 | 0.00 | 10.24K |
AMAZON COM INCSOLE | COM | 13.65K | SH | $3.39M 0.85% | 0.00 | 0.00 | 13.65K |
BROADCOM INCSOLE | COM | 9K | SH | $3.09M 0.78% | 0.00 | 0.00 | 9K |
JOHNSON & JOHNSONSOLE | COM | 11.90K | SH | $3.08M 0.78% | 0.00 | 0.00 | 11.90K |
ALPHABET INCSOLE | CAP STK CL C | 8.88K | SH | $2.97M 0.75% | 0.00 | 0.00 | 8.88K |
ELI LILLY & COSOLE | COM | 2.57K | SH | $2.95M 0.74% | 0.00 | 0.00 | 2.57K |
CISCO SYS INCSOLE | COM | 26.57K | SH | $2.89M 0.73% | 0.00 | 0.00 | 26.57K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.87K | SH | $2.87M 0.72% | 0.00 | 0.00 | 3.87K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.65K | SH | $2.79M 0.70% | 0.00 | 0.00 | 3.65K |