EL SEGUNDO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
21.0%
Top 10 weight
48.4%
Voting Authority Distribution
Total shares with voting rights: 8.26M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.26M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 401.63K | SH | $65.98M 8.87% | 0.00 | 0.00 | 401.63K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 477.92K | SH | $49.68M 6.68% | 0.00 | 0.00 | 477.92K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 184.61K | SH | $40.23M 5.41% | 0.00 | 0.00 | 184.61K |
APPLE INCSOLE | COM | 132.48K | SH | $38.33M 5.16% | 0.00 | 0.00 | 132.48K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 865.48K | SH | $35.84M 4.82% | 0.00 | 0.00 | 865.48K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 231.10K | SH | $28.83M 3.88% | 0.00 | 0.00 | 231.10K |
ISHARES TRSOLE | CORE MSCI TOTAL | 289.52K | SH | $27.63M 3.72% | 0.00 | 0.00 | 289.52K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 907.53K | SH | $24.80M 3.34% | 0.00 | 0.00 | 907.53K |
ALPHABET INCSOLE | CAP STK CL A | 68.08K | SH | $24.33M 3.27% | 0.00 | 0.00 | 68.08K |
ISHARES TRSOLE | MSCI USA QLT FCT | 110.19K | SH | $24.18M 3.25% | 0.00 | 0.00 | 110.19K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 320.16K | SH | $21.77M 2.93% | 0.00 | 0.00 | 320.16K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 163.72K | SH | $21.65M 2.91% | 0.00 | 0.00 | 163.72K |
AMAZON COM INCSOLE | COM | 70.39K | SH | $16.78M 2.26% | 0.00 | 0.00 | 70.39K |
NVIDIA CORPORATIONSOLE | COM | 61.58K | SH | $12.32M 1.66% | 0.00 | 0.00 | 61.58K |
META PLATFORMS INCSOLE | CL A | 21.60K | SH | $12.17M 1.64% | 0.00 | 0.00 | 21.60K |
MICROSOFT CORPSOLE | COM | 26.46K | SH | $9.87M 1.33% | 0.00 | 0.00 | 26.46K |
ISHARES TRSOLE | ESG MSCI USA ETF | 127.81K | SH | $8.88M 1.19% | 0.00 | 0.00 | 127.81K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.47K | SH | $8.24M 1.11% | 0.00 | 0.00 | 16.47K |
BROADCOM INCSOLE | COM | 21K | SH | $7.93M 1.07% | 0.00 | 0.00 | 21K |
ISHARES TRSOLE | ESG AWARE MSCI | 136.23K | SH | $7.62M 1.02% | 0.00 | 0.00 | 136.23K |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGVL | 150.62K | SH | $7.53M 1.01% | 0.00 | 0.00 | 150.62K |
JPMORGAN CHASE & COSOLE | COM | 20.40K | SH | $6.68M 0.90% | 0.00 | 0.00 | 20.40K |
LEGG MASON ETF INVTSOLE | FRANKLIN INTL LW | 147.44K | SH | $5.98M 0.80% | 0.00 | 0.00 | 147.44K |
ISHARES TRSOLE | ESG EAFE ETF | 70.36K | SH | $5.95M 0.80% | 0.00 | 0.00 | 70.36K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.16K | SH | $5.76M 0.77% | 0.00 | 0.00 | 6.16K |