PHOENIX, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
6.4%
Top 10 weight
17.0%
Voting Authority Distribution
Total shares with voting rights: 27.71M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
27.71M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 150.33K | SH | $48.23M 2.35% | 0.00 | 0.00 | 150.33K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 97.64K | SH | $42.65M 2.08% | 0.00 | 0.00 | 97.64K |
APPLE INCSOLE | COM | 161.27K | SH | $40.93M 1.99% | 0.00 | 0.00 | 161.27K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 69.42K | SH | $40.07M 1.95% | 0.00 | 0.00 | 69.42K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 1.10M | SH | $33.70M 1.64% | 0.00 | 0.00 | 1.10M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 436.47K | SH | $33.41M 1.63% | 0.00 | 0.00 | 436.47K |
NVIDIA CORPORATIONSOLE | COM | 177.06K | SH | $30.88M 1.50% | 0.00 | 0.00 | 177.06K |
MICROSOFT CORPSOLE | COM | 73.08K | SH | $27.05M 1.32% | 0.00 | 0.00 | 73.08K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 43.43K | SH | $25.95M 1.26% | 0.00 | 0.00 | 43.43K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 118.27K | SH | $25.43M 1.24% | 0.00 | 0.00 | 118.27K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 102.30K | SH | $21.28M 1.04% | 0.00 | 0.00 | 102.30K |
SPDR GOLD TRSOLE | GOLD SHS | 49.20K | SH | $21.17M 1.03% | 0.00 | 0.00 | 49.20K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 136.72K | SH | $20.25M 0.99% | 0.00 | 0.00 | 136.72K |
ISHARES TRSOLE | CORE UNIVRSL USD | 402.93K | SH | $18.61M 0.91% | 0.00 | 0.00 | 402.93K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 237.45K | SH | $18.31M 0.89% | 0.00 | 0.00 | 237.45K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 148.03K | SH | $17.56M 0.85% | 0.00 | 0.00 | 148.03K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 169.50K | SH | $17.06M 0.83% | 0.00 | 0.00 | 169.50K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 278.03K | SH | $17.03M 0.83% | 0.00 | 0.00 | 278.03K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 226.19K | SH | $16.66M 0.81% | 0.00 | 0.00 | 226.19K |
ISHARES TRSOLE | CORE S&P500 ETF | 25.23K | SH | $16.48M 0.80% | 0.00 | 0.00 | 25.23K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 230.27K | SH | $16.33M 0.79% | 0.00 | 0.00 | 230.27K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 202.25K | SH | $14.79M 0.72% | 0.00 | 0.00 | 202.25K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 14.48K | SH | $14.43M 0.70% | 0.00 | 0.00 | 14.48K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 313.67K | SH | $14.39M 0.70% | 0.00 | 0.00 | 313.67K |
AMAZON COM INCSOLE | COM | 68.84K | SH | $14.34M 0.70% | 0.00 | 0.00 | 68.84K |