DENVER, CO
Allocation by class
Portfolio Concentration
Top 3 weight
58.9%
Top 10 weight
89.5%
Voting Authority Distribution
Total shares with voting rights: 4.21M
Full voting authority
4.21M
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 US DIVIDEND EQUITY ETFSOLE | ETF | 840.18K | SH | $70.99M 23.62% | 840.18K | 0.00 | 0.00 |
ISHARES TR KLD 400 SOCIAL INDEX FDSOLE | ETF | 643.65K | SH | $69.89M 23.25% | 643.65K | 0.00 | 0.00 |
ISHARES ESG ADVANCED MSCI EAFE ETFSOLE | ETF | 504.02K | SH | $36.28M 12.07% | 504.02K | 0.00 | 0.00 |
VANGUARD LARGE CAPSOLE | ETF | 123.14K | SH | $32.30M 10.75% | 123.14K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | ETF | 26.41K | SH | $15.16M 5.04% | 26.41K | 0.00 | 0.00 |
ISHARES MSCI EAFE SMALL CAP ETFSOLE | ETF | 223.84K | SH | $15.14M 5.04% | 223.84K | 0.00 | 0.00 |
VANGUARD FTSE AW X-US SM CAPSOLE | ETF | 95.26K | SH | $11.99M 3.99% | 95.26K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 600 SMALL CAP ETFSOLE | ETF | 134.37K | SH | $6.11M 2.03% | 134.37K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | ETF | 67.56K | SH | $5.65M 1.88% | 67.56K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX-USSOLE | ETF | 88.34K | SH | $5.55M 1.85% | 88.34K | 0.00 | 0.00 |
ISHARES S&P SMALLCAP 600 ETFSOLE | ETF | 45.88K | SH | $5.37M 1.79% | 45.88K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 5.64K | SH | $2.98M 0.99% | 5.64K | 0.00 | 0.00 |
VANECK ISRAEL ETFSOLE | ETF | 75.75K | SH | $2.96M 0.99% | 75.75K | 0.00 | 0.00 |
ISHARES PARIS-ALIGNED CLIMATE MSCI USA ETFSOLE | ETF | 38.35K | SH | $2.43M 0.81% | 38.35K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI EAFE ETFSOLE | ETF | 27.84K | SH | $2.34M 0.78% | 27.84K | 0.00 | 0.00 |
ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FDSOLE | ETF | 34.20K | SH | $2.01M 0.67% | 34.20K | 0.00 | 0.00 |
ISHARES SHORT TREASURY BOND ETFSOLE | ETF | 16.82K | SH | $1.86M 0.62% | 16.82K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 6.04K | SH | $1.71M 0.57% | 6.04K | 0.00 | 0.00 |
ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETFSOLE | ETF | 65.55K | SH | $1.24M 0.41% | 65.55K | 0.00 | 0.00 |
SCHWAB CHARLES FAMILY FD AMT TAX FREE MNYSOLE | Money Market Fund | 1.02M | SH | $1.02M 0.34% | 1.02M | 0.00 | 0.00 |
ISHARES CORE S&P MID CAP ETFSOLE | ETF | 14.85K | SH | $925.7K 0.31% | 14.85K | 0.00 | 0.00 |
ISHARES MSCI ACWI EX U.S. ETFSOLE | ETF | 14.39K | SH | $823.3K 0.27% | 14.39K | 0.00 | 0.00 |
ISHARES TR S&P AGGRESSIVE ALLOCATION FDSOLE | ETF | 9.42K | SH | $717.4K 0.24% | 9.42K | 0.00 | 0.00 |
VANGUARD TOTAL WORLD STOCK ETFSOLE | ETF | 5.53K | SH | $615.8K 0.20% | 5.53K | 0.00 | 0.00 |
ISHARES ESG AWARE GROWTH ALLOCATION ETFSOLE | ETF | 18.10K | SH | $585.6K 0.19% | 18.10K | 0.00 | 0.00 |