LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
22.1%
Top 10 weight
44.9%
Voting Authority Distribution
Total shares with voting rights: 72.97M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
72.97M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | MRNGSTR GRWT ETF | 5.77M | SH | $519.97M 9.17% | 0.00 | 0.00 | 5.77M |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 2.62M | SH | $380.43M 6.71% | 0.00 | 0.00 | 2.62M |
ISHARES TRSOLE | EXPND TEC SC ETF | 2.10M | SH | $354.35M 6.25% | 0.00 | 0.00 | 2.10M |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 8M | SH | $251.83M 4.44% | 0.00 | 0.00 | 8M |
ISHARES TRSOLE | EAFE VALUE ETF | 2.81M | SH | $222.20M 3.92% | 0.00 | 0.00 | 2.81M |
LISTED FDS TRSOLE | ROUN MA SEVE ETF | 2.93M | SH | $210.11M 3.70% | 0.00 | 0.00 | 2.93M |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 2.67M | SH | $173.81M 3.06% | 0.00 | 0.00 | 2.67M |
SSGA ACTIVE ETF TRDFND | ST STR TOTAL ETF | 4.10M | SH | $153.51M 2.71% | 0.00 | 0.00 | 4.10M |
GMO ETF TRUSTSOLE | GMO INTL VALUE | 3.67M | SH | $145.58M 2.57% | 0.00 | 0.00 | 3.67M |
APPLE INCDFND | COM | 398.34K | SH | $132.65M 2.34% | 0.00 | 0.00 | 398.34K |
MICROSOFT CORPSOLE | COM | 246.51K | SH | $126.43M 2.23% | 0.00 | 0.00 | 246.51K |
AMAZON COM INCDFND | COM | 448.65K | SH | $111.78M 1.97% | 0.00 | 0.00 | 448.65K |
ALPHABET INCDFND | CAP STK CL A | 320.71K | SH | $110.35M 1.95% | 0.00 | 0.00 | 320.71K |
BROADCOM INCSOLE | COM | 296.36K | SH | $104.08M 1.84% | 0.00 | 0.00 | 296.36K |
SELECT SECTOR SPDR TRSOLE | ST STR FINL ETF | 1.93M | SH | $103.24M 1.82% | 0.00 | 0.00 | 1.93M |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREAT UNIT | 2.15M | SH | $101.88M 1.80% | 0.00 | 0.00 | 2.15M |
META PLATFORMS INCDFND | CL A | 136.84K | SH | $99.23M 1.75% | 0.00 | 0.00 | 136.84K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 3.70M | SH | $96.99M 1.71% | 0.00 | 0.00 | 3.70M |
NVIDIA CORPORATIONDFND | COM | 397.73K | SH | $90.83M 1.60% | 0.00 | 0.00 | 397.73K |
SELECT SECTOR SPDR TRDFND | ST STR SVC ETF | 803.88K | SH | $89.21M 1.57% | 0.00 | 0.00 | 803.88K |
ARISTA NETWORKS INCSOLE | COM SHS | 407.03K | SH | $82.87M 1.46% | 0.00 | 0.00 | 407.03K |
AMPHENOL CORPDFND | CL A | 982.43K | SH | $82.82M 1.46% | 0.00 | 0.00 | 982.43K |
CITIGROUP INCDFND | COM NEW | 523.03K | SH | $67.72M 1.19% | 0.00 | 0.00 | 523.03K |
ELI LILLY & COSOLE | COM | 58.23K | SH | $67.38M 1.19% | 0.00 | 0.00 | 58.23K |
VERTIV HOLDINGS CODFND | COM CL A | 241.54K | SH | $58.29M 1.03% | 0.00 | 0.00 | 241.54K |