MOUNTAIN VIEW, CA
Allocation by class
Portfolio Concentration
Top 3 weight
19.0%
Top 10 weight
48.0%
Voting Authority Distribution
Total shares with voting rights: 14.08M
Full voting authority
14.08M
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 | Equities | 115.70K | SH | $75.57M 6.74% | 115.70K | 0.00 | 0.00 |
FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETFSOLE | Equities | 3.12M | SH | $75.11M 6.70% | 3.12M | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | Equities | 506.01K | SH | $62.90M 5.61% | 506.01K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | Equities | 263.24K | SH | $56.24M 5.01% | 263.24K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | Equities | 251.25K | SH | $54.03M 4.82% | 251.25K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | Equities | 835.64K | SH | $53.55M 4.77% | 835.64K | 0.00 | 0.00 |
SPDR S&P GLOBAL INFRASTRUCTURE ETFSOLE | Equities | 652.71K | SH | $49.62M 4.42% | 652.71K | 0.00 | 0.00 |
APPLE INCSOLE | Equities | 154.11K | SH | $39.11M 3.49% | 154.11K | 0.00 | 0.00 |
DFA INTERNATIONAL VALUE ETFSOLE | Equities | 725.93K | SH | $38.31M 3.42% | 725.93K | 0.00 | 0.00 |
DFA TAX-MANAGED US MARKETWIDE VALUE IISOLE | Equities | 700.29K | SH | $33.94M 3.02% | 700.29K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | Equities | 146.32K | SH | $28.71M 2.56% | 146.32K | 0.00 | 0.00 |
VANGUARD SMALL CAP VALUE ETFSOLE | Equities | 131.72K | SH | $28.62M 2.55% | 131.72K | 0.00 | 0.00 |
DIMENSIONAL US LARGE CAP VALUE ETFSOLE | Equities | 696.76K | SH | $24.88M 2.22% | 696.76K | 0.00 | 0.00 |
AVANTIS US SMALL CAP VALUE ETFSOLE | Equities | 223.61K | SH | $24.70M 2.20% | 223.61K | 0.00 | 0.00 |
VANGUARD TOTAL WORLD STOCK INDEXSOLE | Equities | 169.38K | SH | $23.43M 2.09% | 169.38K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFESOLE | Equities | 226.10K | SH | $20.47M 1.82% | 226.10K | 0.00 | 0.00 |
AVANTIS INTERNATNL SML CP VL ETFSOLE | Equities | 198.35K | SH | $19.81M 1.77% | 198.35K | 0.00 | 0.00 |
VANGUARD LARGE-CAP ETFSOLE | Equities | 64.41K | SH | $19.25M 1.72% | 64.41K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | Equities | 27.29K | SH | $17.75M 1.58% | 27.29K | 0.00 | 0.00 |
VANGUARD SMALL-CAP ETFSOLE | Equities | 60.59K | SH | $15.87M 1.41% | 60.59K | 0.00 | 0.00 |
ISHARES MSCI EAFE SMALL CAP INDEXSOLE | Equities | 175.08K | SH | $13.73M 1.22% | 175.08K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI USA SMALL-CAP ETFSOLE | Equities | 283.14K | SH | $13.31M 1.19% | 283.14K | 0.00 | 0.00 |
ISHARES S&P SMALLCAP600 VALUE INDEXSOLE | Equities | 110.10K | SH | $13.04M 1.16% | 110.10K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI EAFE ETFSOLE | Equities | 131.06K | SH | $12.53M 1.12% | 131.06K | 0.00 | 0.00 |
DFA US SUSTAINABILITY CORE 1 ETFSOLE | Equities | 267.08K | SH | $10.97M 0.98% | 267.08K | 0.00 | 0.00 |