SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
12.9%
Top 10 weight
34.0%
Voting Authority Distribution
Total shares with voting rights: 4.73M
Full voting authority
4.73M
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 |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 219.74K | SH | $11.59M 4.68% | 219.74K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 30.16K | SH | $11.16M 4.50% | 30.16K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRDFND | FUNDAMENTAL US L | 297.93K | SH | $9.27M 3.74% | 297.93K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 126.13K | SH | $8.99M 3.63% | 126.13K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 23.91K | SH | $8.20M 3.31% | 23.91K | 0.00 | 0.00 |
ISHARES TRDFND | MSCI INTL VLU FT | 192.30K | SH | $8.04M 3.24% | 192.30K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRDFND | US BRD MKT ETF | 269.63K | SH | $7.81M 3.15% | 269.63K | 0.00 | 0.00 |
ISHARES TRSOLE | INTL EQTY FACTOR | 173.38K | SH | $7.10M 2.86% | 173.38K | 0.00 | 0.00 |
ISHARES INCDFND | EMNG MKTS EQT | 86.01K | SH | $6.30M 2.54% | 86.01K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUND EM EQUI ETF | 144.27K | SH | $5.72M 2.31% | 144.27K | 0.00 | 0.00 |
ISHARES TRDFND | MSCI INTL MOMENT | 106.31K | SH | $5.67M 2.29% | 106.31K | 0.00 | 0.00 |
ISHARES TRDFND | U S EQUITY FACTR | 73.36K | SH | $5.55M 2.24% | 73.36K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.86K | SH | $5.46M 2.20% | 18.86K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRDFND | INTL EQTY ETF | 190.36K | SH | $5.27M 2.13% | 190.36K | 0.00 | 0.00 |
EA SERIES TRUSTDFND | ALPHA ARCH 1-3 | 43.36K | SH | $5.08M 2.05% | 43.36K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI GBL GOLD MN | 75.68K | SH | $4.89M 1.97% | 75.68K | 0.00 | 0.00 |
ISHARES TRDFND | MSCI USA MIN ETF | 49.93K | SH | $4.82M 1.94% | 49.93K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRDFND | US TIPS ETF | 170.68K | SH | $4.52M 1.82% | 170.68K | 0.00 | 0.00 |
UBS AG LONDON BRANCHDFND | ETRA BL CO MAT 5 | 126.85K | SH | $4.13M 1.67% | 126.85K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST STR MSCI EAFE | 39.77K | SH | $3.82M 1.54% | 39.77K | 0.00 | 0.00 |
ISHARES TRDFND | CORE MSCI INTL | 38.88K | SH | $3.46M 1.40% | 38.88K | 0.00 | 0.00 |
ABRDN ETFSDFND | BBRG ALL COMMDY | 92.16K | SH | $3.15M 1.27% | 92.16K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US EFFIC CORE FD | 52.51K | SH | $3.10M 1.25% | 52.51K | 0.00 | 0.00 |
ISHARES TRDFND | MSCI EAFE MIN VL | 31.28K | SH | $2.74M 1.11% | 31.28K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FDFND | DIV RTN EM EQT | 41.40K | SH | $2.60M 1.05% | 41.40K | 0.00 | 0.00 |