PALO ALTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
46.5%
Top 10 weight
80.6%
Voting Authority Distribution
Total shares with voting rights: 40.09M
Full voting authority
40.09M
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 | 14.74M | SH | $426.83M 22.37% | 14.74M | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 703.21K | SH | $260.22M 13.64% | 703.21K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 7.21M | SH | $199.66M 10.46% | 7.21M | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 1.63M | SH | $161.25M 8.45% | 1.63M | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 1.66M | SH | $118.40M 6.21% | 1.66M | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 1.19M | SH | $98.68M 5.17% | 1.19M | 0.00 | 0.00 |
SCHWAB EMERGING MARKETS EQUITY ETFSOLE | ETF | 2.30M | SH | $83.33M 4.37% | 2.30M | 0.00 | 0.00 |
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 1.91M | SH | $70.62M 3.70% | 1.91M | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 409.02K | SH | $60.66M 3.18% | 409.02K | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 613.70K | SH | $59.18M 3.10% | 613.70K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 699.19K | SH | $41.73M 2.19% | 699.19K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE | ETF | 187.49K | SH | $29.63M 1.55% | 187.49K | 0.00 | 0.00 |
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | ETF | 200.77K | SH | $20.21M 1.06% | 200.77K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 248.43K | SH | $18.24M 0.96% | 248.43K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2027 TERM CORPORATE ETFSOLE | ETF | 714.29K | SH | $17.30M 0.91% | 714.29K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2026 TERM CORPORATE ETFSOLE | ETF | 711.98K | SH | $17.25M 0.90% | 711.98K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2028 TERM CORPORATE ETFSOLE | ETF | 682.88K | SH | $17.24M 0.90% | 682.88K | 0.00 | 0.00 |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFSOLE | ETF | 113.43K | SH | $11.14M 0.58% | 113.43K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2029 TERM CORPORATE ETFSOLE | ETF | 458.53K | SH | $10.62M 0.56% | 458.53K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2030 TERM CORPORATE ETFSOLE | ETF | 483.99K | SH | $10.55M 0.55% | 483.99K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 ETFSOLE | ETF | 24.18K | SH | $10.31M 0.54% | 24.18K | 0.00 | 0.00 |
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 189.13K | SH | $10.06M 0.53% | 189.13K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 73.19K | SH | $9.09M 0.48% | 73.19K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 34.59K | SH | $8.39M 0.44% | 34.59K | 0.00 | 0.00 |
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 93.50K | SH | $7.48M 0.39% | 93.50K | 0.00 | 0.00 |