GREENWOOD VILLAGE, CO
Allocation by class
Portfolio Concentration
Top 3 weight
42.4%
Top 10 weight
80.2%
Voting Authority Distribution
Total shares with voting rights: 1.34M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.34M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | ETF | 188.93K | SH | $27.39M 18.33% | 0.00 | 0.00 | 188.93K |
VANGUARD WORLD FDSOLE | ETF | 55.24K | SH | $20.30M 13.58% | 0.00 | 0.00 | 55.24K |
VANGUARD INTL EQUITY INDEX FSOLE | ETF | 190.26K | SH | $15.68M 10.50% | 0.00 | 0.00 | 190.26K |
VANGUARD BD INDEX FDSSOLE | ETF | 159.52K | SH | $11.75M 7.86% | 0.00 | 0.00 | 159.52K |
VANGUARD BD INDEX FDSSOLE | ETF | 135.66K | SH | $10.64M 7.12% | 0.00 | 0.00 | 135.66K |
VANGUARD INTL EQUITY INDEX FSOLE | ETF | 84.28K | SH | $8.24M 5.51% | 0.00 | 0.00 | 84.28K |
VANGUARD INTL EQUITY INDEX FSOLE | ETF | 150.53K | SH | $8.14M 5.45% | 0.00 | 0.00 | 150.53K |
VANGUARD INDEX FDSSOLE | ETF | 34.79K | SH | $6.41M 4.29% | 0.00 | 0.00 | 34.79K |
VANGUARD INDEX FDSSOLE | ETF | 22.34K | SH | $5.75M 3.85% | 0.00 | 0.00 | 22.34K |
SPDR GOLD TRSOLE | GOLD SHS | 12.76K | SH | $5.49M 3.67% | 0.00 | 0.00 | 12.76K |
VANGUARD INDEX FDSSOLE | ETF | 24.53K | SH | $5.33M 3.57% | 0.00 | 0.00 | 24.53K |
VANGUARD INDEX FDSSOLE | ETF | 16.64K | SH | $5.03M 3.37% | 0.00 | 0.00 | 16.64K |
VANGUARD INDEX FDSSOLE | ETF | 53.41K | SH | $4.74M 3.17% | 0.00 | 0.00 | 53.41K |
VANGUARD CHARLOTTE FDSSOLE | ETF | 96.84K | SH | $4.65M 3.11% | 0.00 | 0.00 | 96.84K |
ISHARES TRSOLE | NORTH AMERN NAT ETF | 45.90K | SH | $2.89M 1.93% | 0.00 | 0.00 | 45.90K |
VANGUARD MALVERN FDSSOLE | ETF | 42.76K | SH | $2.14M 1.43% | 0.00 | 0.00 | 42.76K |
MICROSOFT CORPSOLE | COM | 3.32K | SH | $1.23M 0.82% | 0.00 | 0.00 | 3.32K |
ELI LILLYSOLE | COM | 600.00 | SH | $551.9K 0.37% | 0.00 | 0.00 | 600.00 |
BRISTOL MYERSSOLE | COM | 2.03K | SH | $412.3K 0.28% | 0.00 | 0.00 | 2.03K |
TESLA INCSOLE | COM | 1.10K | SH | $410.0K 0.27% | 0.00 | 0.00 | 1.10K |
VANGUARD INDEX FDSSOLE | ETF | 842.00 | SH | $270.1K 0.18% | 0.00 | 0.00 | 842.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 2.62K | SH | $254.5K 0.17% | 0.00 | 0.00 | 2.62K |
APPLESOLE | COM | 910.00 | SH | $230.9K 0.15% | 0.00 | 0.00 | 910.00 |
NVIDIA CORPSOLE | COM | 900.00 | SH | $157.0K 0.11% | 0.00 | 0.00 | 900.00 |
AMERICA MOVILSOLE | COM | 5.24K | SH | $133.6K 0.09% | 0.00 | 0.00 | 5.24K |