ALBUQUERQUE, NM
Allocation by class
Portfolio Concentration
Top 3 weight
22.6%
Top 10 weight
53.1%
Voting Authority Distribution
Total shares with voting rights: 3.22M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.22M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 67.75K | SH | $21.73M 8.67% | 0.00 | 0.00 | 67.75K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 292.09K | SH | $17.91M 7.14% | 0.00 | 0.00 | 292.09K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 267.32K | SH | $17.13M 6.83% | 0.00 | 0.00 | 267.32K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 137.52K | SH | $15.29M 6.10% | 0.00 | 0.00 | 137.52K |
ISHARES TRSOLE | CORE S&P500 ETF | 19.86K | SH | $12.97M 5.17% | 0.00 | 0.00 | 19.86K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 254.25K | SH | $12.87M 5.13% | 0.00 | 0.00 | 254.25K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 159.27K | SH | $12.49M 4.98% | 0.00 | 0.00 | 159.27K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 93.75K | SH | $7.95M 3.17% | 0.00 | 0.00 | 93.75K |
ISHARES INCSOLE | MSCI EMRG CHN | 98.98K | SH | $7.79M 3.11% | 0.00 | 0.00 | 98.98K |
ISHARES TRSOLE | CORE US AGGBD ET | 69.45K | SH | $6.89M 2.75% | 0.00 | 0.00 | 69.45K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 186.62K | SH | $6.86M 2.74% | 0.00 | 0.00 | 186.62K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 81.16K | SH | $6.54M 2.61% | 0.00 | 0.00 | 81.16K |
VICTORY PORTFOLIOS IISOLE | SHORT TRM BD ETF | 120.69K | SH | $6.10M 2.43% | 0.00 | 0.00 | 120.69K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 88.83K | SH | $4.80M 1.91% | 0.00 | 0.00 | 88.83K |
ISHARES TRSOLE | CORE MSCI EAFE | 47.75K | SH | $4.32M 1.72% | 0.00 | 0.00 | 47.75K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 48.01K | SH | $4.26M 1.70% | 0.00 | 0.00 | 48.01K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 19.05K | SH | $3.74M 1.49% | 0.00 | 0.00 | 19.05K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 39.03K | SH | $3.23M 1.29% | 0.00 | 0.00 | 39.03K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 53.17K | SH | $3.17M 1.26% | 0.00 | 0.00 | 53.17K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 27.66K | SH | $3.03M 1.21% | 0.00 | 0.00 | 27.66K |
T ROWE PRICE ETF INCSOLE | PRICE BLUE CHIP | 64.57K | SH | $2.85M 1.14% | 0.00 | 0.00 | 64.57K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 11.35K | SH | $2.81M 1.12% | 0.00 | 0.00 | 11.35K |
APPLE INCSOLE | COM | 10.98K | SH | $2.79M 1.11% | 0.00 | 0.00 | 10.98K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 52.36K | SH | $2.66M 1.06% | 0.00 | 0.00 | 52.36K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 100 EQL WIGH | 22.47K | SH | $2.59M 1.03% | 0.00 | 0.00 | 22.47K |