LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
35.1%
Top 10 weight
69.8%
Voting Authority Distribution
Total shares with voting rights: 1.27M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.27M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 56.03K | SH | $17.98M 13.47% | 0.00 | 0.00 | 56.03K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 157.60K | SH | $17.52M 13.13% | 0.00 | 0.00 | 157.60K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 176.96K | SH | $11.34M 8.50% | 0.00 | 0.00 | 176.96K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 115.69K | SH | $9.82M 7.36% | 0.00 | 0.00 | 115.69K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 81.30K | SH | $8.98M 6.73% | 0.00 | 0.00 | 81.30K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 78.75K | SH | $6.35M 4.76% | 0.00 | 0.00 | 78.75K |
PROCTER & GAMBLE COSOLE | COM | 40.98K | SH | $5.92M 4.44% | 0.00 | 0.00 | 40.98K |
FLEXSHARES TRSOLE | MORNSTAR USMKT | 24.51K | SH | $5.92M 4.43% | 0.00 | 0.00 | 24.51K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 101.16K | SH | $4.90M 3.67% | 0.00 | 0.00 | 101.16K |
APPLE INCSOLE | COM | 17.65K | SH | $4.48M 3.36% | 0.00 | 0.00 | 17.65K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 2.75K | SH | $2.74M 2.05% | 0.00 | 0.00 | 2.75K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 44.42K | SH | $2.34M 1.76% | 0.00 | 0.00 | 44.42K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 30.93K | SH | $2.20M 1.65% | 0.00 | 0.00 | 30.93K |
CATERPILLAR INCSOLE | COM | 2.76K | SH | $1.95M 1.46% | 0.00 | 0.00 | 2.76K |
QUALCOMM INCSOLE | COM | 14.48K | SH | $1.86M 1.40% | 0.00 | 0.00 | 14.48K |
DEERE & COSOLE | COM | 3.16K | SH | $1.78M 1.33% | 0.00 | 0.00 | 3.16K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.65K | SH | $1.72M 1.29% | 0.00 | 0.00 | 2.65K |
FLEXSHARES TRSOLE | MSTAR EMKT FAC | 24.40K | SH | $1.64M 1.23% | 0.00 | 0.00 | 24.40K |
FLEXSHARES TRSOLE | M STAR DEV MKT | 13.43K | SH | $1.26M 0.95% | 0.00 | 0.00 | 13.43K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 21.07K | SH | $1.14M 0.85% | 0.00 | 0.00 | 21.07K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 4.92K | SH | $1.06M 0.79% | 0.00 | 0.00 | 4.92K |
JOHNSON & JOHNSONSOLE | COM | 3.98K | SH | $972.4K 0.73% | 0.00 | 0.00 | 3.98K |
ALPHABET INCSOLE | CAP STK CL A | 3.27K | SH | $941.5K 0.71% | 0.00 | 0.00 | 3.27K |
AMAZON COM INCSOLE | COM | 4.51K | SH | $939.3K 0.70% | 0.00 | 0.00 | 4.51K |
ISHARES TRSOLE | SELECT DIVID ETF | 5.80K | SH | $878.8K 0.66% | 0.00 | 0.00 | 5.80K |