BOULDER, CO
Allocation by class
Portfolio Concentration
Top 3 weight
19.3%
Top 10 weight
38.8%
Voting Authority Distribution
Total shares with voting rights: 16.27M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
16.27M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 1.02M | SH | $98.74M 8.09% | 0.00 | 0.00 | 1.02M |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 185.04K | SH | $70.77M 5.80% | 0.00 | 0.00 | 185.04K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 187.27K | SH | $65.80M 5.39% | 0.00 | 0.00 | 187.27K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.25M | SH | $52.29M 4.29% | 0.00 | 0.00 | 1.25M |
ISHARES TRSOLE | CORE S&P500 ETF | 104.36K | SH | $40.10M 3.29% | 0.00 | 0.00 | 104.36K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 507.22K | SH | $35.69M 2.93% | 0.00 | 0.00 | 507.22K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 675.46K | SH | $33.43M 2.74% | 0.00 | 0.00 | 675.46K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 357.65K | SH | $30.83M 2.53% | 0.00 | 0.00 | 357.65K |
ISHARES TRSOLE | MSCI ACWI ETF | 271.96K | SH | $23.08M 1.89% | 0.00 | 0.00 | 271.96K |
APPLE INCSOLE | COM | 175.58K | SH | $22.81M 1.87% | 0.00 | 0.00 | 175.58K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 335.49K | SH | $21.44M 1.76% | 0.00 | 0.00 | 335.49K |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 738.97K | SH | $19.97M 1.64% | 0.00 | 0.00 | 738.97K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 617.35K | SH | $19.88M 1.63% | 0.00 | 0.00 | 617.35K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 149.29K | SH | $19.84M 1.63% | 0.00 | 0.00 | 149.29K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 60.85K | SH | $18.80M 1.54% | 0.00 | 0.00 | 60.85K |
ISHARES TRSOLE | IBONDS DEC 2031 | 920.55K | SH | $18.31M 1.50% | 0.00 | 0.00 | 920.55K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 274.51K | SH | $18.12M 1.49% | 0.00 | 0.00 | 274.51K |
ISHARES TRSOLE | MSCI ACWI EX US | 367.89K | SH | $16.74M 1.37% | 0.00 | 0.00 | 367.89K |
ISHARES TRSOLE | NATIONAL MUN ETF | 152.34K | SH | $16.08M 1.32% | 0.00 | 0.00 | 152.34K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 75.77K | SH | $14.49M 1.19% | 0.00 | 0.00 | 75.77K |
ISHARES TRSOLE | CONSER ALLOC ETF | 405.01K | SH | $13.61M 1.12% | 0.00 | 0.00 | 405.01K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 255.18K | SH | $12.79M 1.05% | 0.00 | 0.00 | 255.18K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 88.08K | SH | $12.44M 1.02% | 0.00 | 0.00 | 88.08K |
HOME DEPOT INCSOLE | COM | 36.63K | SH | $11.57M 0.95% | 0.00 | 0.00 | 36.63K |
UNITEDHEALTH GROUP INCSOLE | COM | 19.81K | SH | $10.50M 0.86% | 0.00 | 0.00 | 19.81K |