SACRAMENTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
28.1%
Top 10 weight
56.1%
Voting Authority Distribution
Total shares with voting rights: 2.93M
Full voting authority
2.93M
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 INDEX FDSSOLE | VALUE ETF | 144.19K | SH | $31.42M 10.87% | 144.19K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 360.35K | SH | $31.04M 10.74% | 360.35K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 265.51K | SH | $18.92M 6.54% | 265.51K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 224.58K | SH | $18.09M 6.26% | 224.58K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 189.62K | SH | $15.67M 5.42% | 189.62K | 0.00 | 0.00 |
T ROWE PRICE EXCHANGE-TRADEDSOLE | QM US BOND ETF | 324.62K | SH | $13.79M 4.77% | 324.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 28.77K | SH | $10.52M 3.64% | 28.77K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 36.79K | SH | $8.94M 3.09% | 36.79K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 147.08K | SH | $7.09M 2.45% | 147.08K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 27.78K | SH | $6.74M 2.33% | 27.78K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 53.62K | SH | $5.53M 1.91% | 53.62K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 4.55K | SH | $5.46M 1.89% | 4.55K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.58K | SH | $4.91M 1.70% | 6.58K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 24.54K | SH | $4.91M 1.70% | 24.54K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 15.43K | SH | $4.46M 1.54% | 15.43K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 88.06K | SH | $4.44M 1.53% | 88.06K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 32.26K | SH | $4.01M 1.39% | 32.26K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 9.13K | SH | $3.95M 1.37% | 9.13K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 33.23K | SH | $3.95M 1.37% | 33.23K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 64.46K | SH | $3.85M 1.33% | 64.46K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | SP KENSHO NEWEC | 52.25K | SH | $3.74M 1.29% | 52.25K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 45.56K | SH | $3.44M 1.19% | 45.56K | 0.00 | 0.00 |
FIRST TR EXCH TRD ALPHDX FDSOLE | DEV MRK EX US | 31.21K | SH | $2.96M 1.02% | 31.21K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 37.51K | SH | $2.89M 1.00% | 37.51K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 VAL ETF | 12.08K | SH | $2.67M 0.92% | 12.08K | 0.00 | 0.00 |