MOUNTAIN VIEW, CA
Allocation by class
Portfolio Concentration
Top 3 weight
19.0%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 14.34M
Full voting authority
14.34M
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 |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | CORE S&P500 ETF | 115.49K | SH | $86.49M 6.83% | 115.49K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 178.22K | SH | $77.23M 6.10% | 178.22K | 0.00 | 0.00 |
FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETFSOLE | IBOXX 5YR TRGT | 3.25M | SH | $77.22M 6.10% | 3.25M | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | CORE S&P SCP ETF | 505.35K | SH | $74.95M 5.92% | 505.35K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 256.93K | SH | $60.79M 4.80% | 256.93K | 0.00 | 0.00 |
SPDR S&P GLOBAL INFRASTRUCTURE ETFSOLE | ST STR INFRA ETF | 656.49K | SH | $49.70M 3.93% | 656.49K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | VAN FTSE DEV MKT | 672.46K | SH | $47.91M 3.78% | 672.46K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 153.17K | SH | $44.32M 3.50% | 153.17K | 0.00 | 0.00 |
DFA INTERNATIONAL VALUE ETFSOLE | INTERNATNAL VAL | 707.13K | SH | $38.20M 3.02% | 707.13K | 0.00 | 0.00 |
DFA TAX-MANAGED US MARKETWIDE VALUE IISOLE | US MKTWIDE VALUE | 679.20K | SH | $37.36M 2.95% | 679.20K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | VALUE ETF | 144.22K | SH | $31.43M 2.48% | 144.22K | 0.00 | 0.00 |
VANGUARD SMALL CAP VALUE ETFSOLE | SM CP VAL ETF | 129.16K | SH | $31.39M 2.48% | 129.16K | 0.00 | 0.00 |
AVANTIS US SMALL CAP VALUE ETFSOLE | US SML CP VALU | 220.64K | SH | $27.53M 2.17% | 220.64K | 0.00 | 0.00 |
DIMENSIONAL US LARGE CAP VALUE ETFSOLE | US LARG VALU ETF | 686.83K | SH | $27.16M 2.14% | 686.83K | 0.00 | 0.00 |
VANGUARD TOTAL WORLD STOCK INDEXSOLE | TT WRLD ST ETF | 169.86K | SH | $26.66M 2.11% | 169.86K | 0.00 | 0.00 |
VANGUARD LARGE-CAP ETFSOLE | LARGE CAP ETF | 62.99K | SH | $21.66M 1.71% | 62.99K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFESOLE | CORE MSCI EAFE | 222.99K | SH | $21.54M 1.70% | 222.99K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 27.58K | SH | $20.60M 1.63% | 27.58K | 0.00 | 0.00 |
AVANTIS INTERNATNL SML CP VL ETFSOLE | INTL SMCP VLU | 194.46K | SH | $20.04M 1.58% | 194.46K | 0.00 | 0.00 |
VANGUARD SMALL-CAP ETFSOLE | SMALL CP ETF | 58.94K | SH | $17.87M 1.41% | 58.94K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL HIGH PBLY ETFSOLE | INTL HIGH PROFIT | 490.41K | SH | $16.74M 1.32% | 490.41K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI USA SMALL-CAP ETFSOLE | ESG AWARE MSCI | 277.44K | SH | $15.52M 1.23% | 277.44K | 0.00 | 0.00 |
ISHARES S&P SMALLCAP600 VALUE INDEXSOLE | SP SMCP600VL ETF | 108.80K | SH | $14.87M 1.17% | 108.80K | 0.00 | 0.00 |
ISHARES MSCI EAFE SMALL CAP INDEXSOLE | EAFE SML CP ETF | 171.07K | SH | $14.07M 1.11% | 171.07K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI EAFE ETFSOLE | ESG AW MSCI EAFE | 132.12K | SH | $13.58M 1.07% | 132.12K | 0.00 | 0.00 |