FRESNO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
43.1%
Top 10 weight
77.0%
Voting Authority Distribution
Total shares with voting rights: 3.85M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.85M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 1.78M | SH | $54.47M 16.91% | 0.00 | 0.00 | 1.78M |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 213.13K | SH | $50.64M 15.72% | 0.00 | 0.00 | 213.13K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 129.15K | SH | $33.83M 10.50% | 0.00 | 0.00 | 129.15K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 264.49K | SH | $23.46M 7.28% | 0.00 | 0.00 | 264.49K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 356.09K | SH | $21.21M 6.58% | 0.00 | 0.00 | 356.09K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 222.94K | SH | $17.67M 5.49% | 0.00 | 0.00 | 222.94K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 221.14K | SH | $16.28M 5.06% | 0.00 | 0.00 | 221.14K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 48.65K | SH | $13.97M 4.34% | 0.00 | 0.00 | 48.65K |
APPLE INCSOLE | COM | 34.27K | SH | $8.70M 2.70% | 0.00 | 0.00 | 34.27K |
NVIDIA CORPORATIONSOLE | COM | 43.92K | SH | $7.66M 2.38% | 0.00 | 0.00 | 43.92K |
ISHARES TRSOLE | GLOBAL 100 ETF | 44.45K | SH | $5.38M 1.67% | 0.00 | 0.00 | 44.45K |
MICROSOFT CORPSOLE | COM | 11.29K | SH | $4.18M 1.30% | 0.00 | 0.00 | 11.29K |
ALPHABET INCSOLE | CAP STK CL C | 13.44K | SH | $3.86M 1.20% | 0.00 | 0.00 | 13.44K |
META PLATFORMS INCSOLE | CL A | 6.27K | SH | $3.59M 1.11% | 0.00 | 0.00 | 6.27K |
AMAZON COM INCSOLE | COM | 14.52K | SH | $3.02M 0.94% | 0.00 | 0.00 | 14.52K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.53K | SH | $2.42M 0.75% | 0.00 | 0.00 | 7.53K |
KLA CORPSOLE | COM NEW | 1.64K | SH | $2.41M 0.75% | 0.00 | 0.00 | 1.64K |
ISHARES TRSOLE | RUS TP200 GR ETF | 9.67K | SH | $2.41M 0.75% | 0.00 | 0.00 | 9.67K |
LOWES COS INCSOLE | COM | 9.80K | SH | $2.31M 0.72% | 0.00 | 0.00 | 9.80K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 71.59K | SH | $2.08M 0.65% | 0.00 | 0.00 | 71.59K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.27K | SH | $2.05M 0.63% | 0.00 | 0.00 | 4.27K |
SCHWAB CHARLES CORPSOLE | COM | 17.83K | SH | $1.68M 0.52% | 0.00 | 0.00 | 17.83K |
BROADCOM INCSOLE | COM | 5.30K | SH | $1.64M 0.51% | 0.00 | 0.00 | 5.30K |
ALPHABET INCSOLE | CAP STK CL A | 5.52K | SH | $1.59M 0.49% | 0.00 | 0.00 | 5.52K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.43K | SH | $1.43M 0.44% | 0.00 | 0.00 | 1.43K |