DENVER, CO
Allocation by class
Portfolio Concentration
Top 3 weight
54.0%
Top 10 weight
83.2%
Voting Authority Distribution
Total shares with voting rights: 2.33M
Full voting authority
2.33M
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 |
|---|---|---|---|---|---|---|---|
ISHARES CORE MSCI EAFE ETFSOLE | COM | 560.64K | SH | $40.7K 24.83% | 560.64K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | COM | 132.89K | SH | $35.5K 21.67% | 132.89K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | COM | 228.78K | SH | $12.2K 7.47% | 228.78K | 0.00 | 0.00 |
PIMCO TOTAL RETURN ETFSOLE | COM | 112.50K | SH | $10.2K 6.25% | 112.50K | 0.00 | 0.00 |
LEVI STRAUSS & CO.SOLE | COM | 414K | SH | $8.0K 4.87% | 414K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | COM | 143.29K | SH | $7.1K 4.32% | 143.29K | 0.00 | 0.00 |
VANGUARD REIT ETFSOLE | COM | 80.29K | SH | $6.7K 4.10% | 80.29K | 0.00 | 0.00 |
ISHARES DOW JONES U.S. REAL ESTATE ETFSOLE | COM | 64.38K | SH | $5.6K 3.44% | 64.38K | 0.00 | 0.00 |
FLEXSHARES GLOBAL UPSTREAM NAT RES INX FDSOLE | COM | 134.97K | SH | $5.4K 3.30% | 134.97K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | COM | 109.30K | SH | $4.8K 2.92% | 109.30K | 0.00 | 0.00 |
S&P 500 SPDR ETFSOLE | COM | 7.74K | SH | $4.2K 2.57% | 7.74K | 0.00 | 0.00 |
ENERGY SELECT SECTOR SPDR FUNDSOLE | COM | 38.99K | SH | $3.6K 2.17% | 38.99K | 0.00 | 0.00 |
SCHWAB US BROAD MARKET ETFSOLE | COM | 51.37K | SH | $3.2K 1.97% | 51.37K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | COM | 28.10K | SH | $2.0K 1.23% | 28.10K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE, INCSOLE | COM | 11.49K | SH | $1.6K 0.97% | 11.49K | 0.00 | 0.00 |
VANGUARD TOTAL WORLD STOCK INDEX ETFSOLE | COM | 12.94K | SH | $1.5K 0.89% | 12.94K | 0.00 | 0.00 |
PROSHARES LARGE CAP CORE PLUS ETFSOLE | COM | 19.56K | SH | $1.2K 0.74% | 19.56K | 0.00 | 0.00 |
ISHARES NATIONAL AMT-FREE MUNI BOND ETFSOLE | COM | 10.64K | SH | $1.1K 0.69% | 10.64K | 0.00 | 0.00 |
APPLE INC.SOLE | COM | 4.15K | SH | $874.00 0.53% | 4.15K | 0.00 | 0.00 |
VANGUARD ENERGY ETFSOLE | COM | 6.07K | SH | $774.00 0.47% | 6.07K | 0.00 | 0.00 |
SPDR S&P GLOBAL NATURAL RESOURCES ETFSOLE | COM | 13.80K | SH | $771.00 0.47% | 13.80K | 0.00 | 0.00 |
ISHARES GLOBAL INFRASTRUCTURE ETFSOLE | COM | 14.53K | SH | $696.00 0.42% | 14.53K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI USA ETFSOLE | COM | 5.71K | SH | $681.00 0.42% | 5.71K | 0.00 | 0.00 |
META PLATFORMS INC. CL ASOLE | COM | 1.23K | SH | $620.00 0.38% | 1.23K | 0.00 | 0.00 |
GOLUB CAPITAL BDC, INCSOLE | COM | 36.87K | SH | $579.00 0.35% | 36.87K | 0.00 | 0.00 |