| 1 | Schwab US Broad Market ETF | 2,557,723 | 64.2M $ | |
| 2 | Vanguard FTSE Developed Markets ETF | 455,174 | 29.2M $ | |
| 3 | iShares California Muni Bond ETF | 262,542 | 14.9M $ | |
| 4 | Schwab International Equity ETF | 587,857 | 14.5M $ | |
| 5 | Schwab U.S. Aggregate Bond ETF | 526,687 | 12.2M $ | |
| 6 | Vanguard International Equity Index Funds | 167,815 | 9.1M $ | |
| 7 | Vanguard Total World Stock ETF | 54,335 | 7.5M $ | |
| 8 | Schwab Intermediate-Term U.S. Treasury ETF | 237,678 | 5.9M $ | |
| 9 | Schwab Municipal Bond ETF | 176,180 | 4.5M $ | |
| 10 | Alphabet Inc | 14,809 | 4.3M $ | |
| 11 | ABRDN SILVER ETF TRUST | 51,457 | 3.7M $ | |
| 12 | Schwab Emerging Markets Equity ETF | 108,701 | 3.6M $ | |
| 13 | Alphabet Inc | 10,370 | 3M $ | |
| 14 | Schwab US Dividend Equity ETF | 95,292 | 2.9M $ | |
| 15 | Vanguard S&P 500 ETF | 4,620 | 2.8M $ | |
| 16 | Vanguard Total Stock Market ETF | 8,156 | 2.6M $ | |
| 17 | Amazon.com Inc | 12,353 | 2.6M $ | |
| 18 | Vanguard FTSE All-World ex-US ETF | 32,495 | 2.4M $ | |
| 19 | Schwab Strategic Trust | 74,940 | 2.3M $ | |
| 20 | iShares GNMA Bond ETF | 49,926 | 2.2M $ | |
| 21 | SPDR Gold MiniShares Trust | 23,713 | 2.2M $ | |
| 22 | Apple Inc | 8,497 | 2.2M $ | |
| 23 | iShares Trust | 8,215 | 1.8M $ | |
| 24 | Ishares Gold Trust | 19,065 | 1.7M $ | |
| 25 | iShares National Muni Bond ETF | 10,961 | 1.2M $ | |
| 26 | Arrowhead Pharmaceuticals Inc | 18,497 | 1.2M $ | |
| 27 | State Street SPDR S&P 500 ETF Trust | 1,764 | 1.1M $ | |
| 28 | Schwab U.S. Small-Cap ETF | 34,181 | 994K $ | |
| 29 | Vanguard Charlotte Funds | 20,366 | 978.6K $ | |
| 30 | Vanguard Growth ETF | 2,214 | 967.1K $ | |
| 31 | Broadcom Inc | 2,975 | 920.8K $ | |
| 32 | Schwab International Dividend Equity ETF | 27,746 | 878.4K $ | |
| 33 | Vanguard Total Bond Market ETF | 9,685 | 713.2K $ | |
| 34 | Schwab US TIPS ETF | 26,488 | 704.8K $ | |
| 35 | NVIDIA Corp | 3,866 | 685K $ | |
| 36 | BLACKROCK MUNIHOLDINGS CALIF QUALITY FD INC | 64,170 | 667.4K $ | |
| 37 | Vanguard Real Estate ETF | 7,427 | 658.8K $ | |
| 38 | Vanguard Information Technology ETF | 938 | 654.5K $ | |
| 39 | Affirm Holdings Inc | 13,921 | 637.9K $ | |
| 40 | Tesla Inc | 1,605 | 607.1K $ | |
| 41 | NUVEEN INSD TAX-FREE ADVANTAGE MUN FD | 53,200 | 597.4K $ | |
| 42 | Berkshire Hathaway Inc | 1,095 | 524.7K $ | |
| 43 | iShares International Treasury | 12,350 | 507.1K $ | |
| 44 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 2,214 | 476.1K $ | |
| 45 | Vanguard Mid-Cap ETF | 1,610 | 462.4K $ | |
| 46 | Meta Platforms Inc | 769 | 450.3K $ | |
| 47 | Columbia EM Core ex-China ETF | 10,590 | 432.2K $ | |
| 48 | VANGUARD ENERGY ETF VANGUARD ENERGY ETF | 2,487 | 430.4K $ | |
| 49 | State Street Utilities Select Sector SPDR ETF | 9,280 | 425.9K $ | |
| 50 | iShares ESG MSCI KLD 400 ETF | 3,500 | 424.2K $ | |
| 51 | Invesco QQQ Trust Series 1 | 712 | 411K $ | |
| 52 | Box Inc | 16,953 | 400.8K $ | |
| 53 | Microsoft Corp | 1,015 | 386.5K $ | |
| 54 | Ishares Inc | 13,810 | 383.4K $ | |
| 55 | Vanguard World Fund | 1,766 | 349.9K $ | |
| 56 | iShares Core S&P Total U.S. Stock Market ETF | 2,030 | 289.1K $ | |
| 57 | Exxon Mobil Corp | 1,654 | 280.6K $ | |
| 58 | iShares Core S&P 500 ETF | 428 | 279.3K $ | |
| 59 | iShares Russell 2000 ETF | 945 | 234.4K $ | |
| 60 | Schwab Short-Term U.S. Treasury ETF | 9,413 | 228.5K $ | |
| 61 | SPDR Index Shares Funds | 4,758 | 217K $ | |
| 62 | Procter & Gamble Co/The | 1,473 | 212.8K $ | |
| 63 | Opendoor Technologies Inc | 11,650 | 54.5K $ | |