BERKELEY, CA
Allocation by class
Portfolio Concentration
Top 3 weight
27.1%
Top 10 weight
60.6%
Voting Authority Distribution
Total shares with voting rights: 2.57M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.57M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 100.56K | SH | $19.73M 10.20% | 0.00 | 0.00 | 100.56K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 39.09K | SH | $17.08M 8.83% | 0.00 | 0.00 | 39.09K |
ISHARES TRSOLE | CORE MSCI EAFE | 172.62K | SH | $15.63M 8.08% | 0.00 | 0.00 | 172.62K |
ISHARES TRSOLE | US TREAS BD ETF | 651.47K | SH | $14.93M 7.71% | 0.00 | 0.00 | 651.47K |
ISHARES TRSOLE | IBOXX INV CP ETF | 104.45K | SH | $11.38M 5.88% | 0.00 | 0.00 | 104.45K |
ISHARES TRSOLE | CORE S&P SCP ETF | 88.36K | SH | $10.98M 5.68% | 0.00 | 0.00 | 88.36K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 196.90K | SH | $9.46M 4.89% | 0.00 | 0.00 | 196.90K |
ISHARES TRSOLE | CORE S&P MCP ETF | 105.46K | SH | $7.12M 3.68% | 0.00 | 0.00 | 105.46K |
ISHARES TRSOLE | IBOXX HI YD ETF | 76.31K | SH | $6.07M 3.14% | 0.00 | 0.00 | 76.31K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 11.45K | SH | $4.88M 2.52% | 0.00 | 0.00 | 11.45K |
ISHARES TRSOLE | BROAD USD HIGH | 131.20K | SH | $4.83M 2.50% | 0.00 | 0.00 | 131.20K |
ISHARES TRSOLE | CRE U S REIT ETF | 80.96K | SH | $4.79M 2.48% | 0.00 | 0.00 | 80.96K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 65.99K | SH | $4.23M 2.19% | 0.00 | 0.00 | 65.99K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 13K | SH | $3.88M 2.01% | 0.00 | 0.00 | 13K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 42.97K | SH | $3.55M 1.83% | 0.00 | 0.00 | 42.97K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 44.14K | SH | $3.50M 1.81% | 0.00 | 0.00 | 44.14K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 15.66K | SH | $3.35M 1.73% | 0.00 | 0.00 | 15.66K |
ISHARES TRSOLE | INTL TREA BD ETF | 81.17K | SH | $3.33M 1.72% | 0.00 | 0.00 | 81.17K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 54.44K | SH | $3.08M 1.59% | 0.00 | 0.00 | 54.44K |
ISHARES TRSOLE | RUS 1000 ETF | 7.95K | SH | $2.84M 1.47% | 0.00 | 0.00 | 7.95K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 25.20K | SH | $2.83M 1.46% | 0.00 | 0.00 | 25.20K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 10.52K | SH | $2.76M 1.42% | 0.00 | 0.00 | 10.52K |
ISHARES TRSOLE | ESG MSCI KLD 400 | 22.66K | SH | $2.75M 1.42% | 0.00 | 0.00 | 22.66K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 8.62K | SH | $2.48M 1.28% | 0.00 | 0.00 | 8.62K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 43.43K | SH | $2.35M 1.21% | 0.00 | 0.00 | 43.43K |