SAN DIEGO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
52.4%
Top 10 weight
95.0%
Voting Authority Distribution
Total shares with voting rights: 1.21M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.21M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 116.39K | SH | $40.94M 27.86% | 0.00 | 0.00 | 116.39K |
ISHARES TRSOLE | CORE MSCI TOTAL | 199.74K | SH | $18.50M 12.59% | 0.00 | 0.00 | 199.74K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 238.19K | SH | $17.57M 11.96% | 0.00 | 0.00 | 238.19K |
ISHARES TRSOLE | CORE US AGGBD ET | 149.73K | SH | $14.89M 10.13% | 0.00 | 0.00 | 149.73K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 110.64K | SH | $9.19M 6.25% | 0.00 | 0.00 | 110.64K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 29.63K | SH | $8.08M 5.50% | 0.00 | 0.00 | 29.63K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 51.61K | SH | $7.99M 5.43% | 0.00 | 0.00 | 51.61K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 35.04K | SH | $7.92M 5.39% | 0.00 | 0.00 | 35.04K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 82.65K | SH | $7.86M 5.35% | 0.00 | 0.00 | 82.65K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 84.60K | SH | $6.72M 4.57% | 0.00 | 0.00 | 84.60K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 61.67K | SH | $5.12M 3.49% | 0.00 | 0.00 | 61.67K |
ISHARES TRSOLE | BROAD USD HIGH | 41.54K | SH | $1.55M 1.05% | 0.00 | 0.00 | 41.54K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 6.79K | SH | $621.8K 0.42% | 0.00 | 0.00 | 6.79K |