PASADENA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
18.0%
Top 10 weight
32.6%
Voting Authority Distribution
Total shares with voting rights: 4.42M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.42M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 900.47K | SH | $30.48M 7.94% | 0.00 | 0.00 | 900.47K |
APPLE INCSOLE | COM | 126.66K | SH | $20.97M 5.46% | 0.00 | 0.00 | 126.66K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 36.00 | SH | $17.67M 4.60% | 0.00 | 0.00 | 36.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 23.19K | SH | $12.20M 3.18% | 0.00 | 0.00 | 23.19K |
MICROSOFT CORPSOLE | COM | 32.29K | SH | $9.36M 2.44% | 0.00 | 0.00 | 32.29K |
COSTCO WHSL CORP NEWSOLE | COM | 17.15K | SH | $8.54M 2.22% | 0.00 | 0.00 | 17.15K |
BROADCOM INCSOLE | COM | 11.67K | SH | $7.29M 1.90% | 0.00 | 0.00 | 11.67K |
HOME DEPOT INCSOLE | COM | 23.89K | SH | $6.98M 1.82% | 0.00 | 0.00 | 23.89K |
AMGEN INCSOLE | COM | 23.15K | SH | $5.82M 1.52% | 0.00 | 0.00 | 23.15K |
KORN FERRYSOLE | COM NEW | 112.82K | SH | $5.80M 1.51% | 0.00 | 0.00 | 112.82K |
RESMED INCSOLE | COM | 25.09K | SH | $5.68M 1.48% | 0.00 | 0.00 | 25.09K |
DEERE & COSOLE | COM | 14.64K | SH | $5.63M 1.47% | 0.00 | 0.00 | 14.64K |
BOEING COSOLE | COM | 25K | SH | $5.34M 1.39% | 0.00 | 0.00 | 25K |
NVIDIA CORPORATIONSOLE | COM | 18.07K | SH | $4.78M 1.24% | 0.00 | 0.00 | 18.07K |
CONSTELLATION BRANDS INCSOLE | CL A | 20.46K | SH | $4.63M 1.20% | 0.00 | 0.00 | 20.46K |
AMERICAN EXPRESS COSOLE | COM | 28.41K | SH | $4.61M 1.20% | 0.00 | 0.00 | 28.41K |
WASTE CONNECTIONS INCSOLE | COM | 31.73K | SH | $4.57M 1.19% | 0.00 | 0.00 | 31.73K |
EXXON MOBIL CORPSOLE | COM | 38.75K | SH | $4.49M 1.17% | 0.00 | 0.00 | 38.75K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 14.48K | SH | $4.13M 1.08% | 0.00 | 0.00 | 14.48K |
CHENIERE ENERGY INCSOLE | COM NEW | 25.79K | SH | $3.93M 1.02% | 0.00 | 0.00 | 25.79K |
PROCTER AND GAMBLE COSOLE | COM | 25.13K | SH | $3.81M 0.99% | 0.00 | 0.00 | 25.13K |
GENUINE PARTS COSOLE | COM | 22.94K | SH | $3.77M 0.98% | 0.00 | 0.00 | 22.94K |
JOHNSON & JOHNSONSOLE | COM | 22.62K | SH | $3.76M 0.98% | 0.00 | 0.00 | 22.62K |
CATERPILLAR INCSOLE | COM | 16.23K | SH | $3.60M 0.94% | 0.00 | 0.00 | 16.23K |
STRYKER CORPORATIONSOLE | COM | 12.01K | SH | $3.50M 0.91% | 0.00 | 0.00 | 12.01K |