GILBERT, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
61.7%
Top 10 weight
87.3%
Voting Authority Distribution
Total shares with voting rights: 1.55M
Full voting authority
1.55M
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 | 242.41K | SH | $77.76M 39.02% | 242.41K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 353.41K | SH | $27.25M 13.67% | 353.41K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 244.68K | SH | $17.98M 9.02% | 244.68K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 323.15K | SH | $15.50M 7.78% | 323.15K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 21.66K | SH | $12.94M 6.49% | 21.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 34.42K | SH | $7.08M 3.55% | 34.42K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 58.21K | SH | $4.37M 2.19% | 58.21K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.43K | SH | $4.12M 2.07% | 9.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 18.20K | SH | $3.57M 1.79% | 18.20K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 19.34K | SH | $3.37M 1.69% | 19.34K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 51.87K | SH | $3.32M 1.67% | 51.87K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.88K | SH | $2.82M 1.41% | 4.88K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.78K | SH | $1.72M 0.86% | 6.78K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 23.35K | SH | $1.16M 0.58% | 23.35K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 12.50K | SH | $1.03M 0.52% | 12.50K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 4.42K | SH | $960.5K 0.48% | 4.42K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.22K | SH | $922.5K 0.46% | 3.22K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 10.33K | SH | $817.7K 0.41% | 10.33K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 7.30K | SH | $806.4K 0.40% | 7.30K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.17K | SH | $801.5K 0.40% | 2.17K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 3.56K | SH | $764.8K 0.38% | 3.56K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 30.21K | SH | $747.6K 0.38% | 30.21K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 2.45K | SH | $721.3K 0.36% | 2.45K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | SHORT TAX EXEMPT | 9.34K | SH | $712.7K 0.36% | 9.34K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 9.11K | SH | $700.6K 0.35% | 9.11K | 0.00 | 0.00 |