PALO ALTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
27.4%
Top 10 weight
56.1%
Voting Authority Distribution
Total shares with voting rights: 658.36M
Full voting authority
658.36M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 18.30M | SH | $6.77B 13.01% | 18.30M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 58.22M | SH | $4.15B 7.97% | 58.22M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 40.62M | SH | $3.36B 6.47% | 40.62M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 116.78M | SH | $3.23B 6.22% | 116.78M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 46.52M | SH | $2.78B 5.34% | 46.52M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 14.99M | SH | $2.46B 4.73% | 14.99M | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9.47M | SH | $2.24B 4.31% | 9.47M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 51.44M | SH | $1.49B 2.86% | 51.44M | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 12.44M | SH | $1.36B 2.61% | 12.44M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 17.74M | SH | $1.34B 2.58% | 17.74M | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 26.08M | SH | $1.32B 2.54% | 26.08M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 10.16M | SH | $980.10M 1.88% | 10.16M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 35.29M | SH | $935.26M 1.80% | 35.29M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 4.40M | SH | $880.56M 1.69% | 4.40M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 3.45M | SH | $849.50M 1.63% | 3.45M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 883.36K | SH | $606.70M 1.17% | 883.36K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 1.72M | SH | $519.85M 1.00% | 1.72M | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 4.55M | SH | $489.92M 0.94% | 4.55M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 5.91M | SH | $488.84M 0.94% | 5.91M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.67M | SH | $482.39M 0.93% | 1.67M | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 2.75M | SH | $449.77M 0.86% | 2.75M | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | CALIF AMT MUN | 17.48M | SH | $428.51M 0.82% | 17.48M | 0.00 | 0.00 |
ISHARES TRSOLE | CALIF MUN BD ETF | 7.28M | SH | $419.41M 0.81% | 7.28M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 12.62M | SH | $400.16M 0.77% | 12.62M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 874.72K | SH | $312.60M 0.60% | 874.72K | 0.00 | 0.00 |