SANDY, UT
Allocation by class
Portfolio Concentration
Top 3 weight
14.0%
Top 10 weight
29.1%
Voting Authority Distribution
Total shares with voting rights: 5.06M
Full voting authority
5.06M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 271.12K | SH | $22.41M 5.65% | 271.12K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 330.82K | SH | $19.51M 4.92% | 330.82K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 279.40K | SH | $13.53M 3.41% | 279.40K | 0.00 | 0.00 |
ISHARES TRSOLE | 10-20 YR TRS ETF | 122.89K | SH | $12.33M 3.11% | 122.89K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 218.56K | SH | $10.98M 2.77% | 218.56K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST INTL BBG ETF | 384.33K | SH | $8.33M 2.10% | 384.33K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 39.87K | SH | $7.98M 2.01% | 39.86K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 128.26K | SH | $7.46M 1.88% | 128.26K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 9.59K | SH | $6.93M 1.75% | 9.59K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.58K | SH | $5.95M 1.50% | 20.58K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX HI YD ETF | 57.12K | SH | $4.57M 1.15% | 57.12K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | MULTI SECTOR | 83.67K | SH | $4.29M 1.08% | 83.67K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 15.93K | SH | $3.80M 0.96% | 15.93K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.13K | SH | $3.78M 0.95% | 10.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.49K | SH | $3.75M 0.94% | 10.49K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 8.72K | SH | $3.29M 0.83% | 8.72K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.71K | SH | $3.26M 0.82% | 2.71K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 27.58K | SH | $3.24M 0.82% | 27.58K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 5.57K | SH | $3.24M 0.82% | 5.57K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 12.18K | SH | $3.09M 0.78% | 12.18K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.94K | SH | $2.90M 0.73% | 3.94K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 6.03K | SH | $2.88M 0.73% | 6.03K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 6.60K | SH | $2.86M 0.72% | 6.59K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.69K | SH | $2.76M 0.69% | 3.69K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.87K | SH | $2.74M 0.69% | 4.87K | 0.00 | 0.00 |