SAN JOSE, CA
Allocation by class
Portfolio Concentration
Top 3 weight
29.5%
Top 10 weight
61.3%
Voting Authority Distribution
Total shares with voting rights: 3.02M
Full voting authority
3.02M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 217.94K | SH | $30.14M 11.39% | 217.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 87.57K | SH | $28.09M 10.62% | 87.57K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 255.25K | SH | $19.70M 7.45% | 255.25K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 193.79K | SH | $19.24M 7.27% | 193.79K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.68K | SH | $14.15M 5.35% | 23.68K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 222.75K | SH | $11.27M 4.26% | 222.75K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 133.08K | SH | $10.52M 3.98% | 133.08K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 157.12K | SH | $9.91M 3.75% | 157.12K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE UNIVRSL USD | 213.63K | SH | $9.87M 3.73% | 213.63K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 124.84K | SH | $9.19M 3.47% | 124.84K | 0.00 | 0.00 |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 171.79K | SH | $8.61M 3.25% | 171.79K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 71.60K | SH | $7.17M 2.71% | 71.60K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 70.77K | SH | $7.04M 2.66% | 70.77K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 27.25K | SH | $6.92M 2.61% | 27.25K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 112.40K | SH | $5.66M 2.14% | 112.40K | 0.00 | 0.00 |
3M COSOLE | COM | 31.98K | SH | $4.64M 1.76% | 31.98K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 32.16K | SH | $3.95M 1.49% | 32.16K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 32.30K | SH | $3.63M 1.37% | 32.30K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 67.42K | SH | $3.41M 1.29% | 67.42K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG ADVANCED UNI | 71.39K | SH | $3.11M 1.17% | 71.39K | 0.00 | 0.00 |
RBB FD INCSOLE | US TRSRY 6 MNTH | 61.81K | SH | $3.09M 1.17% | 61.81K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR US AGRGT | 64.93K | SH | $3.09M 1.17% | 64.93K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 10.04K | SH | $3.02M 1.14% | 10.04K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ULTRA SHORT BOND | 56.50K | SH | $2.86M 1.08% | 56.50K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 125.12K | SH | $2.78M 1.05% | 125.12K | 0.00 | 0.00 |