EL SEGUNDO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
8.6%
Top 10 weight
23.9%
Voting Authority Distribution
Total shares with voting rights: 2.48M
Full voting authority
2.48M
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 TRSOLE | CORE S&P500 ETF | 7.09K | SH | $4.63M 3.16% | 7.09K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 23.20K | SH | $4.05M 2.76% | 23.20K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | DYNAMIC EQTY ACT | 164.04K | SH | $3.99M 2.72% | 164.04K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 34.03K | SH | $3.85M 2.63% | 34.03K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 58.15K | SH | $3.38M 2.31% | 58.15K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 16.65K | SH | $3.19M 2.18% | 16.65K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 55.48K | SH | $3.14M 2.14% | 55.48K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 119.33K | SH | $2.98M 2.03% | 119.33K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 100.41K | SH | $2.93M 2.00% | 100.41K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 21.69K | SH | $2.88M 1.97% | 21.69K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 52.33K | SH | $2.65M 1.81% | 52.33K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 82.24K | SH | $2.52M 1.72% | 82.24K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 9.75K | SH | $2.48M 1.69% | 9.75K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 9.24K | SH | $2.19M 1.50% | 9.24K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 5.07K | SH | $2.18M 1.49% | 5.07K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 23.55K | SH | $2.08M 1.42% | 23.55K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.56K | SH | $2.04M 1.39% | 3.56K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 40.99K | SH | $2.02M 1.38% | 40.99K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES INTL CTR | 62.25K | SH | $2.00M 1.37% | 62.25K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | DISCIPLINED VOLA | 70.30K | SH | $1.73M 1.18% | 70.30K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 19.04K | SH | $1.72M 1.18% | 19.04K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 23.64K | SH | $1.62M 1.10% | 23.64K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 20.76K | SH | $1.59M 1.08% | 20.76K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT INTERNAT | 21.73K | SH | $1.58M 1.08% | 21.73K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 47.07K | SH | $1.55M 1.06% | 47.07K | 0.00 | 0.00 |