Allocation by class
Portfolio Concentration
Top 3 weight
65.9%
Top 10 weight
92.9%
Voting Authority Distribution
Total shares with voting rights: 948.64K
Full voting authority
948.64K
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 222.07K | SH | $34.85M 27.48% | 222.07K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 41.36K | SH | $28.40M 22.39% | 41.36K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 129.88K | SH | $20.39M 16.07% | 129.88K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 131.98K | SH | $9.97M 7.86% | 131.98K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 111.42K | SH | $9.33M 7.36% | 111.42K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 49.92K | SH | $4.50M 3.55% | 49.92K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 30.09K | SH | $3.03M 2.39% | 30.09K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 35.24K | SH | $2.59M 2.04% | 35.24K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 26.14K | SH | $2.59M 2.04% | 26.14K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR INVT GR CP | 42.56K | SH | $2.14M 1.69% | 42.56K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 29.77K | SH | $2.12M 1.67% | 29.77K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX HI YD ETF | 17.76K | SH | $1.42M 1.12% | 17.76K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 22.64K | SH | $1.35M 1.07% | 22.64K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI STH KOR ETF | 4.98K | SH | $1.01M 0.79% | 4.98K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 11.55K | SH | $957.1K 0.75% | 11.55K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 8.42K | SH | $860.5K 0.68% | 8.42K | 0.00 | 0.00 |
T ROWE PRICE ETF INCSOLE | ULTRA SHRT TRM | 13.53K | SH | $673.4K 0.53% | 13.53K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 16.57K | SH | $423.5K 0.33% | 16.57K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 2.76K | SH | $252.7K 0.20% | 2.76K | 0.00 | 0.00 |