BERKELEY, CA
Allocation by class
Portfolio Concentration
Top 3 weight
20.5%
Top 10 weight
54.0%
Voting Authority Distribution
Total shares with voting rights: 2.83M
Full voting authority
2.83M
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 |
|---|---|---|---|---|---|---|---|
SIMPSON MFG INCSOLE | COM | 79.59K | SH | $13.66M 7.22% | 79.59K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 293.85K | SH | $13.24M 7.00% | 293.85K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 86.05K | SH | $11.91M 6.29% | 86.05K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 93.78K | SH | $10.61M 5.61% | 93.78K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 147.50K | SH | $10.29M 5.44% | 147.50K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 421.22K | SH | $9.96M 5.27% | 421.22K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 89.11K | SH | $8.85M 4.68% | 89.11K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 69.13K | SH | $8.59M 4.54% | 69.13K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 12.07K | SH | $7.88M 4.17% | 12.07K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 28.51K | SH | $7.24M 3.82% | 28.51K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 106.61K | SH | $7.20M 3.81% | 106.61K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US LARCP | 84.82K | SH | $6.79M 3.59% | 84.82K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT INTERNAT | 91.54K | SH | $6.65M 3.52% | 91.54K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US CORP BD | 79.75K | SH | $5.01M 2.65% | 79.75K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | GOVERNMENT MONEY | 49.48K | SH | $4.98M 2.63% | 49.48K | 0.00 | 0.00 |
MANAGER DIRECTED PORTFOLIOSSOLE | VERT GLB SUST RE | 480.02K | SH | $4.96M 2.62% | 480.02K | 0.00 | 0.00 |
ADVISORS INNER CIRCLE FD IIISOLE | BROWN ADVISORY | 162.50K | SH | $3.69M 1.95% | 162.50K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 39.33K | SH | $3.56M 1.88% | 39.33K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.86K | SH | $2.81M 1.48% | 5.86K | 0.00 | 0.00 |
ISHARES INCSOLE | ESG AWR MSCI EM | 54.05K | SH | $2.46M 1.30% | 54.05K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US MDCP | 38.26K | SH | $2.45M 1.29% | 38.26K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.15M 1.14% | 3.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.83K | SH | $1.84M 0.97% | 2.83K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 5.24K | SH | $1.79M 0.95% | 5.24K | 0.00 | 0.00 |
INVESTMENT MANAGERS SER TR ISOLE | AXS GREEN ALPHA | 45.20K | SH | $1.77M 0.94% | 45.20K | 0.00 | 0.00 |