GREENWOOD VILLAGE, CO
Allocation by class
Portfolio Concentration
Top 3 weight
43.7%
Top 10 weight
80.9%
Voting Authority Distribution
Total shares with voting rights: 1.59M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.59M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 189.91K | SH | $31.04M 18.71% | 0.00 | 0.00 | 189.91K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 278.41K | SH | $24.48M 14.75% | 0.00 | 0.00 | 278.41K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 192.53K | SH | $17.05M 10.27% | 0.00 | 0.00 | 192.53K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 164.50K | SH | $12.08M 7.28% | 0.00 | 0.00 | 164.50K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 139.75K | SH | $10.89M 6.56% | 0.00 | 0.00 | 139.75K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 82.93K | SH | $9.59M 5.78% | 0.00 | 0.00 | 82.93K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 150.70K | SH | $9.00M 5.42% | 0.00 | 0.00 | 150.70K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 22.80K | SH | $6.98M 4.21% | 0.00 | 0.00 | 22.80K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 35.13K | SH | $6.94M 4.18% | 0.00 | 0.00 | 35.13K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 16.72K | SH | $6.12M 3.69% | 0.00 | 0.00 | 16.72K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 24.79K | SH | $6.02M 3.63% | 0.00 | 0.00 | 24.79K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 54.06K | SH | $5.21M 3.14% | 0.00 | 0.00 | 54.06K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 99.81K | SH | $4.83M 2.91% | 0.00 | 0.00 | 99.81K |
SPDR GOLD TRSOLE | GOLD SHS | 12.93K | SH | $4.76M 2.87% | 0.00 | 0.00 | 12.93K |
ISHARES TRSOLE | NORTH AMERN NAT ETF | 45.95K | SH | $2.58M 1.56% | 0.00 | 0.00 | 45.95K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 43.77K | SH | $2.20M 1.33% | 0.00 | 0.00 | 43.77K |
MICROSOFT CORPSOLE | COM | 3.25K | SH | $1.21M 0.73% | 0.00 | 0.00 | 3.25K |
ELI LILLYSOLE | COM | 800.00 | SH | $959.5K 0.58% | 0.00 | 0.00 | 800.00 |
TESLA INCSOLE | COM | 1.07K | SH | $451.3K 0.27% | 0.00 | 0.00 | 1.07K |
APPLESOLE | COM | 1.21K | SH | $351.0K 0.21% | 0.00 | 0.00 | 1.21K |
BRISTOL MYERSSOLE | COM | 2.03K | SH | $330.8K 0.20% | 0.00 | 0.00 | 2.03K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 843.00 | SH | $311.9K 0.19% | 0.00 | 0.00 | 843.00 |
APPLIED MATERIALSSOLE | COM | 400.00 | SH | $289.2K 0.17% | 0.00 | 0.00 | 400.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 2.62K | SH | $272.2K 0.16% | 0.00 | 0.00 | 2.62K |
INTELSOLE | COM | 1.93K | SH | $269.9K 0.16% | 0.00 | 0.00 | 1.93K |