LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
51.2%
Top 10 weight
81.5%
Voting Authority Distribution
Total shares with voting rights: 2.59M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.59M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 628.81K | SH | $31.41M 20.40% | 0.00 | 0.00 | 628.81K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 713.13K | SH | $30.76M 19.98% | 0.00 | 0.00 | 713.13K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 148.10K | SH | $16.63M 10.80% | 0.00 | 0.00 | 148.10K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 286.35K | SH | $10.53M 6.84% | 0.00 | 0.00 | 286.35K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 108.99K | SH | $8.79M 5.71% | 0.00 | 0.00 | 108.99K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 99K | SH | $7.98M 5.18% | 0.00 | 0.00 | 99K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 88.44K | SH | $6.97M 4.52% | 0.00 | 0.00 | 88.44K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 91.65K | SH | $4.81M 3.12% | 0.00 | 0.00 | 91.65K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 34.89K | SH | $3.85M 2.50% | 0.00 | 0.00 | 34.89K |
ISHARES TRSOLE | CALIF MUN BD ETF | 66.54K | SH | $3.78M 2.46% | 0.00 | 0.00 | 66.54K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 34.94K | SH | $3.34M 2.17% | 0.00 | 0.00 | 34.94K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 41.86K | SH | $3.32M 2.16% | 0.00 | 0.00 | 41.86K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 63.49K | SH | $3.17M 2.06% | 0.00 | 0.00 | 63.49K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 34.23K | SH | $2.83M 1.84% | 0.00 | 0.00 | 34.23K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 21.74K | SH | $2.25M 1.46% | 0.00 | 0.00 | 21.74K |
APPLE INCSOLE | COM | 6.62K | SH | $1.68M 1.09% | 0.00 | 0.00 | 6.62K |
ISHARES INCSOLE | ESG AWR MSCI EM | 31.16K | SH | $1.42M 0.92% | 0.00 | 0.00 | 31.16K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.61K | SH | $1.16M 0.75% | 0.00 | 0.00 | 3.61K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 5.27K | SH | $1.13M 0.74% | 0.00 | 0.00 | 5.27K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.93K | SH | $1.11M 0.72% | 0.00 | 0.00 | 1.93K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 12.75K | SH | $817.0K 0.53% | 0.00 | 0.00 | 12.75K |
NVIDIA CORPORATIONSOLE | COM | 4.17K | SH | $727.2K 0.47% | 0.00 | 0.00 | 4.17K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 19.69K | SH | $573.7K 0.37% | 0.00 | 0.00 | 19.69K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 5.21K | SH | $554.3K 0.36% | 0.00 | 0.00 | 5.21K |
MICROSOFT CORPSOLE | COM | 1.31K | SH | $484.9K 0.31% | 0.00 | 0.00 | 1.31K |