PALO ALTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
27.1%
Top 10 weight
55.8%
Voting Authority Distribution
Total shares with voting rights: 645.85M
Full voting authority
645.85M
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 | 17.97M | SH | $5.76B 12.65% | 17.97M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 57.69M | SH | $3.70B 8.11% | 57.69M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 116.34M | SH | $2.88B 6.32% | 116.34M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 40.69M | SH | $2.84B 6.23% | 40.69M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 45.92M | SH | $2.48B 5.45% | 45.92M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 14.37M | SH | $2.05B 4.49% | 14.37M | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9M | SH | $1.93B 4.25% | 9M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 52.56M | SH | $1.32B 2.90% | 52.56M | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 24.91M | SH | $1.24B 2.73% | 24.91M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 17.43M | SH | $1.22B 2.68% | 17.43M | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 10.73M | SH | $1.17B 2.57% | 10.73M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 34.24M | SH | $911.26M 2.00% | 34.24M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 10.07M | SH | $893.22M 1.96% | 10.07M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 4.36M | SH | $761.04M 1.67% | 4.36M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 3.32M | SH | $682.88M 1.50% | 3.32M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 6.76M | SH | $559.56M 1.23% | 6.76M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 861.15K | SH | $514.58M 1.13% | 861.15K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 4.44M | SH | $471.60M 1.04% | 4.44M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 1.70M | SH | $444.39M 0.98% | 1.70M | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | CALIF AMT MUN | 17.41M | SH | $415.59M 0.91% | 17.41M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.59M | SH | $402.67M 0.88% | 1.59M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 12.81M | SH | $392.94M 0.86% | 12.81M | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 2.65M | SH | $374.23M 0.82% | 2.65M | 0.00 | 0.00 |
ISHARES TRSOLE | CALIF MUN BD ETF | 6.20M | SH | $352.52M 0.77% | 6.20M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 784.12K | SH | $290.26M 0.64% | 784.12K | 0.00 | 0.00 |