ST LOUIS, MO
Allocation by class
Portfolio Concentration
Top 3 weight
20.6%
Top 10 weight
44.8%
Voting Authority Distribution
Total shares with voting rights: 4.35M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.35M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 450.87K | SH | $28.89M 8.01% | 0.00 | 0.00 | 450.87K |
ISHARES GOLD TRSOLE | ISHARES NEW | 318.11K | SH | $28.04M 7.77% | 0.00 | 0.00 | 318.11K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 345.75K | SH | $17.50M 4.85% | 0.00 | 0.00 | 345.75K |
NVIDIA CORPORATIONSOLE | COM | 95.02K | SH | $16.57M 4.59% | 0.00 | 0.00 | 95.02K |
APPLE INCSOLE | COM | 57.35K | SH | $14.56M 4.03% | 0.00 | 0.00 | 57.35K |
MICROSOFT CORPSOLE | COM | 34.63K | SH | $12.82M 3.55% | 0.00 | 0.00 | 34.63K |
ALPHABET INCSOLE | CAP STK CL C | 40.68K | SH | $11.67M 3.23% | 0.00 | 0.00 | 40.68K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 135.80K | SH | $10.65M 2.95% | 0.00 | 0.00 | 135.80K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 391.47K | SH | $10.42M 2.89% | 0.00 | 0.00 | 391.47K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 221.81K | SH | $10.41M 2.89% | 0.00 | 0.00 | 221.81K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 188.57K | SH | $10.19M 2.83% | 0.00 | 0.00 | 188.57K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 124.87K | SH | $9.64M 2.67% | 0.00 | 0.00 | 124.87K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 235.49K | SH | $9.05M 2.51% | 0.00 | 0.00 | 235.49K |
AMAZON COM INCSOLE | COM | 37.81K | SH | $7.88M 2.18% | 0.00 | 0.00 | 37.81K |
ISHARES U S ETF TRSOLE | GSCI CMDTY STGY | 226.43K | SH | $7.66M 2.12% | 0.00 | 0.00 | 226.43K |
BROADCOM INCSOLE | COM | 19.72K | SH | $6.10M 1.69% | 0.00 | 0.00 | 19.72K |
META PLATFORMS INCSOLE | CL A | 8.69K | SH | $4.97M 1.38% | 0.00 | 0.00 | 8.69K |
JPMORGAN CHASE & COSOLE | COM | 14.45K | SH | $4.25M 1.18% | 0.00 | 0.00 | 14.45K |
TESLA INCSOLE | COM | 11.01K | SH | $4.09M 1.13% | 0.00 | 0.00 | 11.01K |
EXXON MOBIL CORPSOLE | COM | 22.78K | SH | $3.87M 1.07% | 0.00 | 0.00 | 22.78K |
VISA INCSOLE | COM CL A | 12.36K | SH | $3.74M 1.04% | 0.00 | 0.00 | 12.36K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 71.64K | SH | $3.44M 0.95% | 0.00 | 0.00 | 71.64K |
MERCK & CO INCSOLE | COM | 28.54K | SH | $3.43M 0.95% | 0.00 | 0.00 | 28.54K |
WALMART INCSOLE | COM | 25.65K | SH | $3.19M 0.88% | 0.00 | 0.00 | 25.65K |
RTX CORPORATIONSOLE | COM | 15.42K | SH | $2.97M 0.82% | 0.00 | 0.00 | 15.42K |