LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
41.2%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 7.34M
Full voting authority
7.34M
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 |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 1.14M | SH | $59.4K 23.61% | 1.14M | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 1.04M | SH | $26.2K 10.42% | 1.04M | 0.00 | 0.00 |
ISHARES TRSOLE | TIPS BD ETF | 168K | SH | $18.1K 7.17% | 168K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK USD HIGH | 438.33K | SH | $15.6K 6.19% | 438.33K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 114.36K | SH | $12.8K 5.07% | 114.36K | 0.00 | 0.00 |
INVESCO ACTVELY MNGD ETC FDSOLE | OPTIMUM YIELD | 663.94K | SH | $8.8K 3.51% | 663.94K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 48.91K | SH | $5.7K 2.28% | 48.91K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 38.78K | SH | $3.6K 1.44% | 38.78K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TP200 GR ETF | 18.74K | SH | $3.3K 1.30% | 18.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 16.16K | SH | $3.1K 1.24% | 16.16K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 10.16K | SH | $2.7K 1.09% | 10.16K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.24K | SH | $2.7K 1.08% | 7.24K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 5.15K | SH | $2.7K 1.08% | 5.15K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.75K | SH | $2.4K 0.95% | 6.75K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 10.03K | SH | $2.3K 0.91% | 10.03K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 4.32K | SH | $2.1K 0.85% | 4.32K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 22.06K | SH | $1.9K 0.75% | 22.06K | 0.00 | 0.00 |
CHARGEPOINT HOLDINGS INCSOLE | COM CL A | 689.07K | SH | $1.6K 0.64% | 689.07K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TP200 VL ETF | 22.78K | SH | $1.6K 0.63% | 22.78K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.50K | SH | $1.4K 0.57% | 9.50K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 2.43K | SH | $1.0K 0.41% | 2.43K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 20.47K | SH | $1.0K 0.41% | 20.47K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 7.24K | SH | $1.0K 0.40% | 7.24K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 1.86K | SH | $908.00 0.36% | 1.86K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 8.26K | SH | $858.00 0.34% | 8.26K | 0.00 | 0.00 |