PALO ALTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
45.7%
Top 10 weight
79.2%
Voting Authority Distribution
Total shares with voting rights: 39.44M
Full voting authority
39.44M
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 U.S. BROAD MARKET ETFSOLE | ETF | 15.08M | SH | $378.57M 21.98% | 15.08M | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 740.56K | SH | $237.58M 13.79% | 740.55K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 6.90M | SH | $170.89M 9.92% | 6.90M | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 1.46M | SH | $144.96M 8.42% | 1.46M | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 1.59M | SH | $101.88M 5.92% | 1.59M | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 1.08M | SH | $89.12M 5.17% | 1.08M | 0.00 | 0.00 |
SCHWAB EMERGING MARKETS EQUITY ETFSOLE | ETF | 2.18M | SH | $71.98M 4.18% | 2.18M | 0.00 | 0.00 |
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 1.74M | SH | $64.04M 3.72% | 1.74M | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 424.53K | SH | $52.77M 3.06% | 424.53K | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 584.29K | SH | $51.83M 3.01% | 584.29K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 655.22K | SH | $35.41M 2.06% | 655.22K | 0.00 | 0.00 |
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | ETF | 313.66K | SH | $31.57M 1.83% | 313.66K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE | ETF | 199.09K | SH | $29.48M 1.71% | 199.09K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2026 TERM CORPORATE ETFSOLE | ETF | 760.38K | SH | $18.43M 1.07% | 760.38K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2027 TERM CORPORATE ETFSOLE | ETF | 759.42K | SH | $18.41M 1.07% | 759.42K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2028 TERM CORPORATE ETFSOLE | ETF | 723.28K | SH | $18.32M 1.06% | 723.28K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 220.63K | SH | $16.25M 0.94% | 220.63K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2029 TERM CORPORATE ETFSOLE | ETF | 453.02K | SH | $10.54M 0.61% | 453.02K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2030 TERM CORPORATE ETFSOLE | ETF | 478.02K | SH | $10.46M 0.61% | 478.02K | 0.00 | 0.00 |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFSOLE | ETF | 104.97K | SH | $9.89M 0.57% | 104.97K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 ETFSOLE | ETF | 24.74K | SH | $9.17M 0.53% | 24.74K | 0.00 | 0.00 |
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 171.16K | SH | $9.11M 0.53% | 171.16K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 18.79K | SH | $8.01M 0.47% | 18.79K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 34.64K | SH | $7.40M 0.43% | 34.64K | 0.00 | 0.00 |
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 88.61K | SH | $7.05M 0.41% | 88.61K | 0.00 | 0.00 |