PALO ALTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
47.1%
Top 10 weight
80.2%
Voting Authority Distribution
Total shares with voting rights: 41.35M
Full voting authority
41.35M
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 | 15.29M | SH | $448.09M 23.07% | 15.29M | 0.00 | 0.00 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETFSOLE | ETF | 708.61K | SH | $265.19M 13.66% | 708.61K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 7.36M | SH | $202.30M 10.42% | 7.36M | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 1.68M | SH | $158.53M 8.16% | 1.68M | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 1.67M | SH | $118.26M 6.09% | 1.67M | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 1.23M | SH | $96.59M 4.97% | 1.23M | 0.00 | 0.00 |
SCHWAB EMERGING MARKETS EQUITY ETFSOLE | ETF | 2.35M | SH | $85.67M 4.41% | 2.35M | 0.00 | 0.00 |
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 1.97M | SH | $70.43M 3.63% | 1.97M | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 631.24K | SH | $56.58M 2.91% | 631.24K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 414.96K | SH | $56.45M 2.91% | 414.96K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 706.56K | SH | $41.91M 2.16% | 706.56K | 0.00 | 0.00 |
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | ETF | 289.86K | SH | $29.18M 1.50% | 289.86K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE | ETF | 148.92K | SH | $23.11M 1.19% | 148.92K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 254.54K | SH | $17.86M 0.92% | 254.53K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2027 TERM CORPORATE ETFSOLE | ETF | 721.19K | SH | $17.40M 0.90% | 721.19K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2026 TERM CORPORATE ETFSOLE | ETF | 716.93K | SH | $17.38M 0.89% | 716.93K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2028 TERM CORPORATE ETFSOLE | ETF | 690.03K | SH | $17.22M 0.89% | 690.03K | 0.00 | 0.00 |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFSOLE | ETF | 116.59K | SH | $11.79M 0.61% | 116.59K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2027 TERM TREASURY ETFSOLE | ETF | 486.88K | SH | $10.87M 0.56% | 486.88K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2026 TERM TREASURY ETFSOLE | ETF | 471.56K | SH | $10.79M 0.56% | 471.56K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2028 TERM TREASURY ETFSOLE | ETF | 487.76K | SH | $10.69M 0.55% | 487.76K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2029 TERM CORPORATE ETFSOLE | ETF | 463.76K | SH | $10.52M 0.54% | 463.76K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 ETFSOLE | ETF | 24.24K | SH | $10.46M 0.54% | 24.24K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2030 TERM CORPORATE ETFSOLE | ETF | 489.60K | SH | $10.35M 0.53% | 489.60K | 0.00 | 0.00 |
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 194.84K | SH | $9.81M 0.51% | 194.84K | 0.00 | 0.00 |