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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $64.2M | 2557723 | 26.86% |
| 2 | VANGUARD TAX-MANAGED FDS | $29.2M | 455174 | 12.20% |
| 3 | ISHARES TR | $14.9M | 262542 | 6.25% |
| 4 | SCHWAB STRATEGIC TR | $14.5M | 587857 | 6.09% |
| 5 | SCHWAB STRATEGIC TR | $12.2M | 526687 | 5.12% |
| 6 | VANGUARD INTL EQUITY INDEX F | $9.1M | 167815 | 3.79% |
| 7 | PIMCO ETF TR | $8.0M | 82766 | 3.35% |
| 8 | VANGUARD INTL EQUITY INDEX F | $7.5M | 54335 | 3.14% |
| 9 | ISHARES TR | $6.3M | 119530 | 2.66% |
| 10 | SCHWAB STRATEGIC TR | $5.9M | 237678 | 2.48% |
| 11 | SCHWAB STRATEGIC TR | $4.5M | 176180 | 1.88% |
| 12 | ALPHABET INC | $4.3M | 14809 | 1.79% |
| 13 | ABRDN SILVER ETF TRUST | $3.7M | 51457 | 1.54% |
| 14 | SCHWAB STRATEGIC TR | $3.6M | 108701 | 1.50% |
| 15 | ALPHABET INC | $3.0M | 10370 | 1.24% |
| 16 | SCHWAB STRATEGIC TR | $2.9M | 95292 | 1.22% |
| 17 | VANGUARD INDEX FDS | $2.8M | 4620 | 1.16% |
| 18 | VANGUARD INDEX FDS | $2.6M | 8156 | 1.09% |
| 19 | AMAZON COM INC | $2.6M | 12353 | 1.08% |
| 20 | VANGUARD INTL EQUITY INDEX F | $2.4M | 32495 | 1.02% |
| 21 | SCHWAB STRATEGIC TR | $2.3M | 74940 | 0.96% |
| 22 | ISHARES TR | $2.2M | 49926 | 0.93% |
| 23 | WORLD GOLD TR | $2.2M | 23713 | 0.92% |
| 24 | APPLE INC | $2.2M | 8497 | 0.91% |
| 25 | ISHARES TR | $1.8M | 8215 | 0.73% |
| 26 | ISHARES GOLD TR | $1.7M | 19065 | 0.70% |
| 27 | ISHARES TR | $1.2M | 10961 | 0.49% |
| 28 | ARROWHEAD PHARMACEUTICALS IN | $1.2M | 18497 | 0.49% |
| 29 | SPDR S&P 500 ETF TR | $1.1M | 1764 | 0.48% |
| 30 | SCHWAB STRATEGIC TR | $994K | 34181 | 0.42% |
| 31 | VANGUARD CHARLOTTE FDS | $979K | 20366 | 0.41% |
| 32 | VANGUARD INDEX FDS | $967K | 2214 | 0.40% |
| 33 | BROADCOM INC | $921K | 2975 | 0.39% |
| 34 | SCHWAB STRATEGIC TR | $878K | 27746 | 0.37% |
| 35 | VANGUARD BD INDEX FDS | $713K | 9685 | 0.30% |
| 36 | SCHWAB STRATEGIC TR | $705K | 26488 | 0.29% |
| 37 | NVIDIA CORPORATION | $685K | 3866 | 0.29% |
| 38 | BLACKROCK MUNIHLDNGS CALI QL | $667K | 64170 | 0.28% |
| 39 | VANGUARD INDEX FDS | $659K | 7427 | 0.28% |
| 40 | VANGUARD WORLD FD | $654K | 938 | 0.27% |
| 41 | AFFIRM HLDGS INC | $638K | 13921 | 0.27% |
| 42 | TESLA INC | $607K | 1605 | 0.25% |
| 43 | NUVEEN AMT FREE QLTY MUN INC | $597K | 53200 | 0.25% |
| 44 | BERKSHIRE HATHAWAY INC DEL | $525K | 1095 | 0.22% |
| 45 | ISHARES TR | $507K | 12350 | 0.21% |
| 46 | VANGUARD SPECIALIZED FUNDS | $476K | 2214 | 0.20% |
| 47 | VANGUARD INDEX FDS | $462K | 1610 | 0.19% |
| 48 | VANGUARD WORLD FD | $454K | 6330 | 0.19% |
| 49 | META PLATFORMS INC | $450K | 769 | 0.19% |
| 50 | COLUMBIA ETF TR II | $432K | 10590 | 0.18% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.