LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
11.9%
Top 10 weight
26.6%
Voting Authority Distribution
Total shares with voting rights: 4.94M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.94M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 GRW ETF | 73.32K | SH | $15.4K 4.20% | 0.00 | 0.00 | 73.32K |
ISHARES TRSOLE | CORE US AGGBD ET | 150.53K | SH | $14.5K 3.95% | 0.00 | 0.00 | 150.53K |
ISHARES TRSOLE | CORE MSCI TOTAL | 271.87K | SH | $13.8K 3.77% | 0.00 | 0.00 | 271.87K |
ISHARES TRSOLE | MSCI ACWI EX US | 308.08K | SH | $12.3K 3.35% | 0.00 | 0.00 | 308.08K |
APPLE INCSOLE | COM | 79.43K | SH | $11.0K 2.99% | 0.00 | 0.00 | 79.43K |
ISHARES TRSOLE | MORNINGSTAR VALU | 123.33K | SH | $7.0K 1.89% | 0.00 | 0.00 | 123.33K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 168.63K | SH | $6.2K 1.67% | 0.00 | 0.00 | 168.63K |
ISHARES TRSOLE | RUSEL 2500 ETF | 122.88K | SH | $6.1K 1.66% | 0.00 | 0.00 | 122.88K |
ISHARES TRSOLE | MORNINGSTR US EQ | 121.66K | SH | $6.0K 1.63% | 0.00 | 0.00 | 121.66K |
PALO ALTO NETWORKS INCSOLE | COM | 33.54K | SH | $5.5K 1.49% | 0.00 | 0.00 | 33.54K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 105.63K | SH | $5.1K 1.39% | 0.00 | 0.00 | 105.63K |
CHEVRON CORP NEWSOLE | COM | 34.55K | SH | $5.0K 1.35% | 0.00 | 0.00 | 34.55K |
MICROSOFT CORPSOLE | COM | 20.50K | SH | $4.8K 1.30% | 0.00 | 0.00 | 20.50K |
GENUINE PARTS COSOLE | COM | 31.80K | SH | $4.7K 1.29% | 0.00 | 0.00 | 31.80K |
PHILIP MORRIS INTL INCSOLE | COM | 57.17K | SH | $4.7K 1.29% | 0.00 | 0.00 | 57.17K |
WP CAREY INCSOLE | COM | 66.98K | SH | $4.7K 1.27% | 0.00 | 0.00 | 66.98K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 12.88K | SH | $4.6K 1.25% | 0.00 | 0.00 | 12.88K |
GENERAL MLS INCSOLE | COM | 59.63K | SH | $4.6K 1.24% | 0.00 | 0.00 | 59.63K |
NORTHROP GRUMMAN CORPSOLE | COM | 9.67K | SH | $4.5K 1.24% | 0.00 | 0.00 | 9.67K |
AMAZON COM INCSOLE | COM | 40.23K | SH | $4.5K 1.24% | 0.00 | 0.00 | 40.23K |
PEPSICO INCSOLE | COM | 27.01K | SH | $4.4K 1.20% | 0.00 | 0.00 | 27.01K |
ALPHABET INCSOLE | CAP STK CL C | 45.20K | SH | $4.3K 1.18% | 0.00 | 0.00 | 45.20K |
WASTE MGMT INC DELSOLE | COM | 25.65K | SH | $4.1K 1.12% | 0.00 | 0.00 | 25.65K |
ABBVIE INCSOLE | COM | 29.96K | SH | $4.0K 1.09% | 0.00 | 0.00 | 29.96K |
KELLOGG COSOLE | COM | 56.95K | SH | $4.0K 1.08% | 0.00 | 0.00 | 56.95K |