LAGINA HILLS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
38.8%
Top 10 weight
60.4%
Voting Authority Distribution
Total shares with voting rights: 2.31M
Full voting authority
2.31M
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 INDEX FDSSOLE | TOTAL STK MKT | 88K | SH | $28.23M 18.43% | 88K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 114.06K | SH | $15.78M 10.30% | 114.06K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 665.69K | SH | $15.46M 10.09% | 665.69K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 74.20K | SH | $6.54M 4.27% | 74.20K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 75.73K | SH | $5.94M 3.88% | 75.73K | 0.00 | 0.00 |
PACER FDS TRSOLE | TRENDP US LAR CP | 87.09K | SH | $4.57M 2.98% | 87.09K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 49.64K | SH | $4.30M 2.81% | 49.64K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 40.79K | SH | $4.05M 2.64% | 40.79K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 155.84K | SH | $3.91M 2.55% | 155.84K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 31.38K | SH | $3.72M 2.43% | 31.38K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 57.78K | SH | $3.70M 2.42% | 57.78K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 42.53K | SH | $3.37M 2.20% | 42.53K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 43.66K | SH | $3.37M 2.20% | 43.66K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 49.05K | SH | $3.31M 2.16% | 49.05K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 39.20K | SH | $3.02M 1.97% | 39.20K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.70K | SH | $2.81M 1.83% | 4.70K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 41.33K | SH | $2.42M 1.58% | 41.33K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.13K | SH | $2.05M 1.34% | 3.13K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 47.45K | SH | $1.66M 1.09% | 47.45K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 34.73K | SH | $1.60M 1.05% | 34.73K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 14.90K | SH | $1.50M 0.98% | 14.90K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 28.93K | SH | $1.42M 0.92% | 28.93K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 15.44K | SH | $1.42M 0.92% | 15.44K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 22.77K | SH | $1.29M 0.84% | 22.77K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 25.43K | SH | $1.28M 0.84% | 25.43K | 0.00 | 0.00 |