SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
48.6%
Top 10 weight
75.2%
Voting Authority Distribution
Total shares with voting rights: 937.01K
Full voting authority
937.01K
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 INDEX FDSSOLE | TOTAL STK MKT | 70.74K | SH | $26.18M 20.57% | 70.74K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 27.56K | SH | $20.64M 16.21% | 27.56K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 91.61K | SH | $15.05M 11.82% | 91.61K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 10.58K | SH | $7.90M 6.21% | 10.58K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 75.35K | SH | $6.44M 5.06% | 75.35K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.59K | SH | $4.85M 3.81% | 6.59K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 58.01K | SH | $4.67M 3.67% | 58.01K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 117.81K | SH | $3.41M 2.68% | 117.81K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 44.13K | SH | $3.33M 2.62% | 44.13K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 35.76K | SH | $3.30M 2.59% | 35.76K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR SP1500VT | 12.98K | SH | $3.09M 2.43% | 12.98K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 14.16K | SH | $3.01M 2.37% | 14.16K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | SR LN ACTIVE ETF | 60.84K | SH | $3.00M 2.36% | 60.84K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 12.69K | SH | $2.05M 1.61% | 12.69K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 18.19K | SH | $1.76M 1.38% | 18.19K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 4.40K | SH | $1.62M 1.27% | 4.40K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 18.11K | SH | $1.33M 1.04% | 18.11K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR SP DIV | 7.40K | SH | $1.13M 0.89% | 7.40K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 10.94K | SH | $1.10M 0.87% | 10.94K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 4.64K | SH | $1.10M 0.86% | 4.64K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 40.92K | SH | $1.09M 0.85% | 40.92K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.48K | SH | $1.01M 0.80% | 1.48K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 11.74K | SH | $972.4K 0.76% | 11.74K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 10.47K | SH | $927.1K 0.73% | 10.47K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 6.95K | SH | $758.3K 0.60% | 6.95K | 0.00 | 0.00 |