Disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $269,882,731 | 360,377 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $88,912,031 | 920,605 | SH | None |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $29,914,175 | 304,625 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $29,705,517 | 215,993 | SH | None |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $27,854,476 | 113,133 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $25,826,798 | 379,750 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $23,871,501 | 241,175 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $23,795,525 | 150,576 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $19,800,618 | 57,575 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $19,320,442 | 233,226 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $18,884,808 | 197,871 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $18,447,490 | 81,245 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $15,383,673 | 41,573 | SH | None |
| SPDR INDEX SHS FDS | QEFA | ST STR MSCI EAFE | $13,066,874 | 136,092 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $11,582,349 | 70,508 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $10,531,939 | 186,472 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $10,174,870 | 105,450 | SH | None |
| SPDR SERIES TRUST | SPYD | ST STR SP500DIV | $9,318,813 | 195,322 | SH | None |
| FRANKLIN TEMPLETON ETF TR | DIVI | INTL COR DIV TIL | $7,982,872 | 186,865 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $7,789,961 | 74,990 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $7,380,583 | 95,715 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $7,243,099 | 10,546 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $5,745,639 | 18,955 | SH | None |
| SPDR SERIES TRUST | QUS | ST STR MSCI USAQ | $5,010,696 | 26,815 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,122,170 | 5,520 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $3,999,624 | 26,968 | SH | None |
| PIMCO ETF TR | BOND | ACTIVE BD ETF | $3,876,969 | 42,045 | SH | None |
| ISHARES TR | IJK | S&P MC 400GR ETF | $3,635,568 | 30,941 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $3,456,825 | 8,107 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $3,414,535 | 67,978 | SH | None |
| ISHARES TR | IJJ | S&P MC 400VL ETF | $3,316,834 | 22,452 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $3,242,692 | 41,621 | SH | None |
| INVESCO EXCH TRADED FD TR II | PGX | PFD ETF | $3,017,173 | 278,337 | SH | None |
| APPLE INC | AAPL | COM | $2,867,268 | 9,909 | SH | None |
| WISDOMTREE TR | DON | US MIDCAP DIVID | $2,478,176 | 43,846 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $2,156,927 | 44,537 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTWO | VNG RUS2000IDX | $2,117,322 | 17,438 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $2,090,976 | 26,458 | SH | None |
| ABBVIE INC | ABBV | COM | $1,948,197 | 7,742 | SH | None |
| WALMART INC | WMT | COM | $1,945,581 | 17,178 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $1,930,595 | 15,548 | SH | None |
| ISHARES TR | IJT | S&P SML 600 GWT | $1,817,076 | 10,174 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $1,770,305 | 16,047 | SH | None |
| MATSON INC | MATX | COM | $1,724,111 | 8,969 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,713,281 | 4,593 | SH | None |
| ISHARES TR | IJS | SP SMCP600VL ETF | $1,698,796 | 12,429 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $1,641,494 | 6,771 | SH | None |
| MCDONALDS CORP | MCD | COM | $1,555,634 | 5,755 | SH | None |
| BANK HAWAII CORP | BOH | COM | $1,406,191 | 17,256 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $1,223,826 | 4,352 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.