REDWOOD CITY, CA
Allocation by class
Portfolio Concentration
Top 3 weight
21.6%
Top 10 weight
42.1%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 | INTL EQTY ETF | 71.32M | SH | $2.30B 11.16% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 6.63M | SH | $1.16B 5.61% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 13.15M | SH | $989.82M 4.81% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 25.38M | SH | $989.38M 4.80% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 8.69M | SH | $717.14M 3.48% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 11.07M | SH | $647.17M 3.14% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 11.93M | SH | $493.14M 2.39% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | USD INV GRDE ETF | 9.74M | SH | $478.41M 2.32% | 0.00 | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 13.62M | SH | $471.12M 2.29% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 8.42M | SH | $436.16M 2.12% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 10.52M | SH | $426.14M 2.07% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AW MSCI EAFE | 6.28M | SH | $412.80M 2.00% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 3.68M | SH | $378.01M 1.84% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR HI YL CP | 8.07M | SH | $330.06M 1.60% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.66M | SH | $317.58M 1.54% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 3.53M | SH | $299.66M 1.46% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.88M | SH | $244.74M 1.19% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 2.47M | SH | $239.74M 1.16% | 0.00 | 0.00 | 0.00 |
INVESCO ACTVELY MNGD ETC FDSOLE | OPTIMUM YIELD | 15.91M | SH | $235.16M 1.14% | 0.00 | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 4.67M | SH | $221.48M 1.08% | 0.00 | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 8.83M | SH | $213.85M 1.04% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 835.36K | SH | $200.34M 0.97% | 0.00 | 0.00 | 0.00 |
ISHARES INCSOLE | ESG AWR MSCI EM | 5.64M | SH | $169.72M 0.82% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 485.97K | SH | $150.12M 0.73% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.69M | SH | $150.06M 0.73% | 0.00 | 0.00 | 0.00 |