PASADENA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
17.3%
Top 10 weight
43.4%
Voting Authority Distribution
Total shares with voting rights: 1.13M
Full voting authority
1.10M
shares
Joint voting authority
0.00
shares
No voting authority
25.16K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 55.88K | SH | $14.18M 6.93% | 55.88K | 0.00 | 0.00 |
NVIDIASOLE | COM | 62.93K | SH | $10.98M 5.36% | 62.93K | 0.00 | 0.00 |
ALPHABET CLASS ASOLE | CAP STK CL A | 35.55K | SH | $10.22M 4.99% | 35.55K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION INDEX ETFSOLE | DIV APP ETF | 47.31K | SH | $10.17M 4.97% | 47.31K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 24.72K | SH | $9.15M 4.47% | 24.72K | 0.00 | 0.00 |
INVESCO FTSE RAFI U.S. 1000 ETFSOLE | FTSE RAFI 1000 | 170.56K | SH | $8.11M 3.96% | 170.56K | 0.00 | 0.00 |
ALPHABET CLASS CSOLE | CAP STK CL C | 25.16K | SH | $7.22M 3.53% | 0.00 | 0.00 | 25.16K |
VANGUARD TOTAL STOCK MARKET INDEX ETFSOLE | TOTAL STK MKT | 19.53K | SH | $6.27M 3.06% | 19.53K | 0.00 | 0.00 |
COSTCO WHOLESALESOLE | COM | 6.28K | SH | $6.26M 3.06% | 6.28K | 0.00 | 0.00 |
VANECK MORNINGSTAR WIDE MOAT ETFSOLE | MORNINGSTAR WIDE | 63.77K | SH | $6.17M 3.01% | 63.77K | 0.00 | 0.00 |
VISASOLE | COM | 18.83K | SH | $5.69M 2.78% | 18.83K | 0.00 | 0.00 |
AMAZONSOLE | COM | 27.02K | SH | $5.63M 2.75% | 27.02K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | TR UNIT | 8.19K | SH | $5.33M 2.60% | 8.19K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CLASS BSOLE | CL B NEW | 7.90K | SH | $3.78M 1.85% | 7.90K | 0.00 | 0.00 |
CISCO SYSTEMSSOLE | COM | 47.55K | SH | $3.69M 1.80% | 47.55K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 17.14K | SH | $3.55M 1.73% | 17.14K | 0.00 | 0.00 |
AMGENSOLE | COM | 8.57K | SH | $3.02M 1.47% | 8.57K | 0.00 | 0.00 |
LOCKHEED MARTINSOLE | COM | 4.80K | SH | $2.90M 1.42% | 4.80K | 0.00 | 0.00 |
ABBVIESOLE | COM | 12.78K | SH | $2.78M 1.36% | 12.78K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 5.73K | SH | $2.56M 1.25% | 5.73K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 10.18K | SH | $2.49M 1.22% | 10.18K | 0.00 | 0.00 |
PEPSICOSOLE | COM | 15.05K | SH | $2.34M 1.14% | 15.05K | 0.00 | 0.00 |
3MSOLE | COM | 15.77K | SH | $2.29M 1.12% | 15.77K | 0.00 | 0.00 |
MCDONALDSSOLE | COM | 7.36K | SH | $2.29M 1.12% | 7.36K | 0.00 | 0.00 |
ELI LILLY & CO.SOLE | COM | 2.40K | SH | $2.20M 1.08% | 2.40K | 0.00 | 0.00 |