LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
22.3%
Top 10 weight
45.7%
Voting Authority Distribution
Total shares with voting rights: 69.34M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
69.34M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | GROWTH ETF | 5.55M | SH | $478.38M 8.61% | 0.00 | 0.00 | 5.55M |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 2.93M | SH | $415.59M 7.48% | 0.00 | 0.00 | 2.93M |
ISHARES TRSOLE | EXPND TEC SC ETF | 2.10M | SH | $343.87M 6.19% | 0.00 | 0.00 | 2.10M |
SSGA ACTIVE ETF TRDFND | ST STR TOTAL ETF | 5.98M | SH | $235.88M 4.24% | 0.00 | 0.00 | 5.98M |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 7.47M | SH | $232.42M 4.18% | 0.00 | 0.00 | 7.47M |
WORLD GOLD TRDFND | SPDR GLD MINIS | 2.53M | SH | $201.01M 3.62% | 0.00 | 0.00 | 2.53M |
LISTED FDS TRSOLE | ROUN MA SEVE ETF | 2.80M | SH | $180.08M 3.24% | 0.00 | 0.00 | 2.80M |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 2.61M | SH | $170.90M 3.07% | 0.00 | 0.00 | 2.61M |
ISHARES TRSOLE | EAFE VALUE ETF | 2.18M | SH | $167.10M 3.01% | 0.00 | 0.00 | 2.18M |
ALPHABET INCDFND | CAP STK CL A | 320.89K | SH | $114.68M 2.06% | 0.00 | 0.00 | 320.89K |
AMAZON COM INCDFND | COM | 463.20K | SH | $110.41M 1.99% | 0.00 | 0.00 | 463.20K |
APPLE INCDFND | COM | 367.18K | SH | $106.27M 1.91% | 0.00 | 0.00 | 367.18K |
BROADCOM INCDFND | COM | 279.91K | SH | $105.73M 1.90% | 0.00 | 0.00 | 279.91K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREAT UNIT | 2.23M | SH | $105.20M 1.89% | 0.00 | 0.00 | 2.23M |
SELECT SECTOR SPDR TRSOLE | ST STR FINL ETF | 1.91M | SH | $102.26M 1.84% | 0.00 | 0.00 | 1.91M |
GMO ETF TRUSTSOLE | GMO INTL VALUE | 2.66M | SH | $99.60M 1.79% | 0.00 | 0.00 | 2.66M |
MICROSOFT CORPSOLE | COM | 239.51K | SH | $89.36M 1.61% | 0.00 | 0.00 | 239.51K |
AMPHENOL CORPDFND | CL A | 482.30K | SH | $85.04M 1.53% | 0.00 | 0.00 | 482.30K |
SELECT SECTOR SPDR TRDFND | ST STR SVC ETF | 777.18K | SH | $83.26M 1.50% | 0.00 | 0.00 | 777.18K |
META PLATFORMS INCDFND | CL A | 135.47K | SH | $76.32M 1.37% | 0.00 | 0.00 | 135.47K |
CITIGROUP INCSOLE | COM NEW | 505.60K | SH | $70.76M 1.27% | 0.00 | 0.00 | 505.60K |
ELI LILLY & COSOLE | COM | 57.56K | SH | $69.04M 1.24% | 0.00 | 0.00 | 57.56K |
ARISTA NETWORKS INCSOLE | COM SHS | 404.33K | SH | $68.69M 1.24% | 0.00 | 0.00 | 404.33K |
OLD DOMINION FREIGHT LINE INDFND | COM | 272.41K | SH | $59.00M 1.06% | 0.00 | 0.00 | 272.41K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 268.01K | SH | $58.41M 1.05% | 0.00 | 0.00 | 268.01K |