LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
25.1%
Top 10 weight
51.4%
Voting Authority Distribution
Total shares with voting rights: 1.34M
Full voting authority
1.34M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 88.25K | SH | $22.4K 9.87% | 88.25K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 100.65K | SH | $17.6K 7.74% | 100.65K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 45.95K | SH | $17.0K 7.50% | 45.95K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 21.79K | SH | $14.2K 6.25% | 21.79K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 34.44K | SH | $9.9K 4.37% | 34.44K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 44.52K | SH | $9.3K 4.09% | 44.52K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 59.53K | SH | $7.7K 3.38% | 59.53K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.79K | SH | $7.0K 3.11% | 11.79K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 5.89K | SH | $5.9K 2.59% | 5.89K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.08K | SH | $5.6K 2.47% | 6.08K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 16.88K | SH | $5.5K 2.45% | 16.88K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.11K | SH | $4.7K 2.06% | 8.11K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 37.34K | SH | $4.1K 1.82% | 37.34K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 55.62K | SH | $4.1K 1.81% | 55.62K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 50.68K | SH | $4.1K 1.80% | 50.68K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 31.68K | SH | $3.9K 1.74% | 31.68K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 60.99K | SH | $3.9K 1.72% | 60.99K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 64.76K | SH | $3.9K 1.71% | 64.76K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 69.08K | SH | $3.7K 1.65% | 69.08K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 12.13K | SH | $3.5K 1.53% | 12.13K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 34.66K | SH | $3.2K 1.43% | 34.66K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 22.17K | SH | $3.2K 1.41% | 22.17K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 18.65K | SH | $2.9K 1.28% | 18.65K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.77K | SH | $2.7K 1.20% | 4.77K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 12.65K | SH | $2.6K 1.13% | 12.65K | 0.00 | 0.00 |