SANTE FE, NM
Allocation by class
Portfolio Concentration
Top 3 weight
33.7%
Top 10 weight
63.9%
Voting Authority Distribution
Total shares with voting rights: 3.09M
Full voting authority
3.09M
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 |
|---|---|---|---|---|---|---|---|
SCHWAB U.S. BROAD MARKET ETFSOLE | SH | 945.01K | SH | $27.4K 15.93% | 945.01K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | SH | 49.07K | SH | $18.2K 10.57% | 49.07K | 0.00 | 0.00 |
WISDOMTREE FLOATING RATE TREASURY FUNDSOLE | SH | 244.55K | SH | $12.3K 7.17% | 244.55K | 0.00 | 0.00 |
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | SH | 101.91K | SH | $10.3K 5.97% | 101.91K | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | SH | 160.43K | SH | $9.6K 5.57% | 160.43K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | SH | 309.65K | SH | $8.6K 4.99% | 309.65K | 0.00 | 0.00 |
Vanguard Total Bond Market ETFSOLE | SH | 89.32K | SH | $6.6K 3.82% | 89.32K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | SH | 91.38K | SH | $6.5K 3.79% | 91.38K | 0.00 | 0.00 |
Tesla, Inc. - Common StockSOLE | COM | 12.56K | SH | $5.3K 3.07% | 12.56K | 0.00 | 0.00 |
SCHWAB U.S. AGGREGATE BOND ETFSOLE | SH | 224.36K | SH | $5.2K 3.02% | 224.36K | 0.00 | 0.00 |
ISHARES U.S. TREASURY BOND ETFSOLE | SH | 198.43K | SH | $4.5K 2.63% | 198.43K | 0.00 | 0.00 |
SCHWAB EMERGING MARKETS EQUITY ETFSOLE | SH | 114.77K | SH | $4.2K 2.42% | 114.77K | 0.00 | 0.00 |
NVIDIA Corporation - Common StockSOLE | COM | 18.94K | SH | $3.8K 2.21% | 18.94K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | SH | 37.42K | SH | $3.7K 2.16% | 37.42K | 0.00 | 0.00 |
Amazon.com, Inc. - Common StockSOLE | COM | 14.55K | SH | $3.5K 2.02% | 14.55K | 0.00 | 0.00 |
Alphabet Inc. - Class C Capital StockSOLE | CL C | 7.86K | SH | $2.8K 1.62% | 7.86K | 0.00 | 0.00 |
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETFSOLE | SH | 48.80K | SH | $2.5K 1.44% | 48.80K | 0.00 | 0.00 |
Apple Inc. - Common StockSOLE | COM | 7.83K | SH | $2.3K 1.32% | 7.83K | 0.00 | 0.00 |
Microsoft Corporation - Common StockSOLE | COM | 5.86K | SH | $2.2K 1.27% | 5.86K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | SH | 3.09K | SH | $2.1K 1.24% | 3.09K | 0.00 | 0.00 |
JP Morgan Chase & Co. Common StockSOLE | COM | 5.83K | SH | $1.9K 1.11% | 5.83K | 0.00 | 0.00 |
Vanguard Short-Term Corporate Bond ETFSOLE | SH | 20.13K | SH | $1.6K 0.93% | 20.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CLASS ASOLE | CL A | 2.00 | SH | $1.5K 0.87% | 2.00 | 0.00 | 0.00 |
Vanguard Total International Bond ETFSOLE | SH | 28.07K | SH | $1.4K 0.79% | 28.07K | 0.00 | 0.00 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFSOLE | SH | 7.83K | SH | $1.3K 0.75% | 7.83K | 0.00 | 0.00 |