LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
20.5%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 3.27M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.27M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 0-3 MTH TREASURY | 230.24K | SH | $23.18M 7.82% | 0.00 | 0.00 | 230.24K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 316.99K | SH | $18.92M 6.38% | 0.00 | 0.00 | 316.99K |
ISHARES TRSOLE | CORE MSCI EAFE | 194.01K | SH | $18.74M 6.32% | 0.00 | 0.00 | 194.01K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 174.31K | SH | $15.02M 5.06% | 0.00 | 0.00 | 174.31K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 55.83K | SH | $12.17M 4.10% | 0.00 | 0.00 | 55.83K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 39.28K | SH | $9.29M 3.14% | 0.00 | 0.00 | 39.28K |
ISHARES TRSOLE | CORE S&P SCP ETF | 57.43K | SH | $8.52M 2.87% | 0.00 | 0.00 | 57.43K |
SPDR GOLD TRSOLE | GOLD SHS | 19.60K | SH | $7.22M 2.44% | 0.00 | 0.00 | 19.60K |
SPDR SERIES TRUSTSOLE | ST STR SP DIV | 42.92K | SH | $6.53M 2.20% | 0.00 | 0.00 | 42.92K |
JPMORGAN CHASE & COSOLE | COM | 18.78K | SH | $6.15M 2.07% | 0.00 | 0.00 | 18.78K |
WILLIAMS COS INCSOLE | COM | 71.50K | SH | $5.32M 1.79% | 0.00 | 0.00 | 71.50K |
ENBRIDGE INCSOLE | COM | 84K | SH | $4.55M 1.54% | 0.00 | 0.00 | 84K |
EXXON MOBIL CORPSOLE | COM | 30.74K | SH | $4.20M 1.42% | 0.00 | 0.00 | 30.74K |
PROCTER & GAMBLE COSOLE | COM | 28.08K | SH | $4.12M 1.39% | 0.00 | 0.00 | 28.08K |
ISHARES GOLD TRSOLE | ISHARES NEW | 54.14K | SH | $4.09M 1.38% | 0.00 | 0.00 | 54.14K |
BANK OF AMER CORPSOLE | COM | 71.41K | SH | $4.07M 1.37% | 0.00 | 0.00 | 71.41K |
APPLE INCSOLE | COM | 13.92K | SH | $4.03M 1.36% | 0.00 | 0.00 | 13.92K |
WASTE MGMT INC DELSOLE | COM | 17.75K | SH | $3.96M 1.33% | 0.00 | 0.00 | 17.75K |
COCA COLA COSOLE | COM | 48.53K | SH | $3.94M 1.33% | 0.00 | 0.00 | 48.53K |
ALPHABET INCSOLE | CAP STK CL C | 10.93K | SH | $3.86M 1.30% | 0.00 | 0.00 | 10.93K |
BHP BILLITON LIMITEDSOLE | SPONSORED ADS | 46.31K | SH | $3.86M 1.30% | 0.00 | 0.00 | 46.31K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 53.36K | SH | $3.80M 1.28% | 0.00 | 0.00 | 53.36K |
NOVARTIS AGSOLE | SPONSORED ADR | 23.88K | SH | $3.74M 1.26% | 0.00 | 0.00 | 23.88K |
WALMART INCSOLE | COM | 29.62K | SH | $3.35M 1.13% | 0.00 | 0.00 | 29.62K |
CHEVRON CORPORATIONSOLE | COM | 20K | SH | $3.31M 1.12% | 0.00 | 0.00 | 20K |