EL SEGUNDO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
20.9%
Top 10 weight
47.9%
Voting Authority Distribution
Total shares with voting rights: 7.67M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.67M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 389.49K | SH | $55.48M 8.40% | 0.00 | 0.00 | 389.49K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 482.40K | SH | $46.65M 7.06% | 0.00 | 0.00 | 482.40K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 183.37K | SH | $35.98M 5.44% | 0.00 | 0.00 | 183.37K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 799.62K | SH | $33.22M 5.03% | 0.00 | 0.00 | 799.62K |
APPLE INCSOLE | COM | 124.01K | SH | $31.47M 4.76% | 0.00 | 0.00 | 124.01K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 237.84K | SH | $26.27M 3.98% | 0.00 | 0.00 | 237.84K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 837.23K | SH | $22.80M 3.45% | 0.00 | 0.00 | 837.23K |
ISHARES TRSOLE | CORE MSCI TOTAL | 258.46K | SH | $22.39M 3.39% | 0.00 | 0.00 | 258.46K |
ALPHABET INCSOLE | CAP STK CL A | 75.03K | SH | $21.58M 3.27% | 0.00 | 0.00 | 75.03K |
ISHARES TRSOLE | MSCI USA QLT FCT | 107.97K | SH | $20.71M 3.13% | 0.00 | 0.00 | 107.97K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 314.72K | SH | $18.31M 2.77% | 0.00 | 0.00 | 314.72K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 160.40K | SH | $18.01M 2.73% | 0.00 | 0.00 | 160.40K |
AMAZON COM INCSOLE | COM | 70.03K | SH | $14.59M 2.21% | 0.00 | 0.00 | 70.03K |
META PLATFORMS INCSOLE | CL A | 21.62K | SH | $12.37M 1.87% | 0.00 | 0.00 | 21.62K |
NVIDIA CORPORATIONSOLE | COM | 62.43K | SH | $10.89M 1.65% | 0.00 | 0.00 | 62.43K |
MICROSOFT CORPSOLE | COM | 25.57K | SH | $9.47M 1.43% | 0.00 | 0.00 | 25.57K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.51K | SH | $7.91M 1.20% | 0.00 | 0.00 | 16.51K |
JPMORGAN CHASE & COSOLE | COM | 24.22K | SH | $7.12M 1.08% | 0.00 | 0.00 | 24.22K |
ISHARES TRSOLE | ESG MSCI USA ETF | 126.78K | SH | $7.00M 1.06% | 0.00 | 0.00 | 126.78K |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGVL | 148.56K | SH | $6.76M 1.02% | 0.00 | 0.00 | 148.56K |
ISHARES TRSOLE | ESG AWARE MSCI | 131.80K | SH | $6.20M 0.94% | 0.00 | 0.00 | 131.80K |
BROADCOM INCSOLE | COM | 19.87K | SH | $6.15M 0.93% | 0.00 | 0.00 | 19.87K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.02K | SH | $6.00M 0.91% | 0.00 | 0.00 | 6.02K |
LEGG MASON ETF INVTSOLE | FRANKLIN INTL LW | 121.26K | SH | $4.92M 0.74% | 0.00 | 0.00 | 121.26K |
TESLA INCSOLE | COM | 12.71K | SH | $4.72M 0.71% | 0.00 | 0.00 | 12.71K |