CAMPBELL, CA
Allocation by class
Portfolio Concentration
Top 3 weight
47.6%
Top 10 weight
71.4%
Voting Authority Distribution
Total shares with voting rights: 2.82M
Full voting authority
2.82M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 112.54K | SH | $28.56M 20.13% | 112.54K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 732.09K | SH | $21.33M 15.03% | 732.09K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 580.17K | SH | $17.70M 12.47% | 580.17K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 200.63K | SH | $6.16M 4.34% | 200.63K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 237.75K | SH | $5.88M 4.15% | 237.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 24.08K | SH | $5.23M 3.69% | 24.08K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 15.97K | SH | $4.83M 3.40% | 15.97K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | 5 10YR CORP BD | 194.33K | SH | $4.41M 3.11% | 194.33K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 117.98K | SH | $3.89M 2.74% | 117.98K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 8.78K | SH | $3.26M 2.30% | 8.78K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 60.75K | SH | $2.85M 2.01% | 60.75K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 9.21K | SH | $1.97M 1.39% | 9.21K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.94K | SH | $1.91M 1.35% | 2.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 9.72K | SH | $1.91M 1.34% | 9.72K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.77K | SH | $1.83M 1.29% | 8.77K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 11.63K | SH | $1.72M 1.21% | 11.63K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 54.16K | SH | $1.68M 1.18% | 54.16K | 0.00 | 0.00 |
NOVA LTDSOLE | COM | 3.71K | SH | $1.61M 1.14% | 3.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5.40K | SH | $1.55M 1.09% | 5.40K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 52.60K | SH | $1.53M 1.08% | 52.60K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTERNL DIVID | 45.98K | SH | $1.46M 1.03% | 45.98K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 54.97K | SH | $1.33M 0.94% | 54.97K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | LONG TERM US | 37.21K | SH | $1.17M 0.82% | 37.21K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 14.95K | SH | $1.16M 0.82% | 14.95K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 6.60K | SH | $1.15M 0.81% | 6.60K | 0.00 | 0.00 |