SAUSALITO, X1
Allocation by class
Portfolio Concentration
Top 3 weight
53.3%
Top 10 weight
68.9%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Full voting authority
307.15K
shares
Joint voting authority
0.00
shares
No voting authority
1.17M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 124.45K | SH | $46.05M 27.81% | 26.85K | 0.00 | 97.60K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 37.78K | SH | $28.29M 17.09% | 4.14K | 0.00 | 33.64K |
VANGUARD FTSE ALL-WORLD EX-USSOLE | ETF | 165.09K | SH | $13.83M 8.35% | 34.79K | 0.00 | 130.30K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 84.94K | SH | $5.07M 3.06% | 5.58K | 0.00 | 79.35K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 63.01K | SH | $4.49M 2.71% | 7.47K | 0.00 | 55.54K |
ISHARES MSCI ACWI EX USSOLE | ETF | 56.51K | SH | $4.30M 2.60% | 0.00 | 0.00 | 56.51K |
ISHARES MSCI USA ESG SELECT ETFSOLE | ETF | 23.26K | SH | $3.59M 2.17% | 0.00 | 0.00 | 23.26K |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 127.44K | SH | $3.53M 2.13% | 0.00 | 0.00 | 127.44K |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 88K | SH | $2.59M 1.56% | 24.82K | 0.00 | 63.18K |
MICROSOFT CORP COMSOLE | Stock | 6.43K | SH | $2.40M 1.45% | 778.00 | 0.00 | 5.65K |
VANGUARD REIT INDEX ETFSOLE | ETF | 23.02K | SH | $2.22M 1.34% | 3.32K | 0.00 | 19.70K |
ISHARES CURRENCY HEDGED MSCI EAFE ETFSOLE | ETF | 40K | SH | $1.88M 1.13% | 14.02K | 0.00 | 25.98K |
ISHARES ESG ADVANCED MSCI USA ETFSOLE | ETF | 26.47K | SH | $1.84M 1.11% | 21.46K | 0.00 | 5.01K |
JOHNSON & JOHNSON COMSOLE | Stock | 6.96K | SH | $1.77M 1.07% | 327.00 | 0.00 | 6.64K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | ETF | 43.72K | SH | $1.61M 0.97% | 21.11K | 0.00 | 22.61K |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 18.05K | SH | $1.54M 0.93% | 11.62K | 0.00 | 6.42K |
VANGUARD SHORT-TERM TREASURY ETFSOLE | ETF | 25.33K | SH | $1.47M 0.89% | 1.84K | 0.00 | 23.49K |
QUALCOMM INCSOLE | Stock | 7.79K | SH | $1.44M 0.87% | 864.00 | 0.00 | 6.93K |
VANGUARD S&P 500 ETFSOLE | ETF | 1.99K | SH | $1.36M 0.82% | 1.99K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 15.91K | SH | $1.32M 0.80% | 5.17K | 0.00 | 10.74K |
INTEL CORP COMSOLE | Stock | 8.69K | SH | $1.21M 0.73% | 312.00 | 0.00 | 8.37K |
ISHARES MSCI USA MIN VOL FACTOR ETFSOLE | ETF | 12.10K | SH | $1.17M 0.71% | 0.00 | 0.00 | 12.10K |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 12.03K | SH | $1.15M 0.69% | 4.11K | 0.00 | 7.92K |
ISHARES ESG ADVANCED MSCI EAFE ETFSOLE | ETF | 13.43K | SH | $1.14M 0.69% | 11.95K | 0.00 | 1.47K |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 15.02K | SH | $1.10M 0.67% | 170.00 | 0.00 | 14.85K |