Home › Asset managers › Warren Street Wealth Advisors, LLC › 2023-2024 › Against the board
Two kinds of vote are listed: a board-sponsored proposal Warren Street Wealth Advisors, LLC voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.
Everything Only shareholder proposals it backed
266 proposals. Every shareholder proposal Warren Street Wealth Advisors, LLC backed in 2023-2024 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Board recommended | Warren Street Wealth Advisors, LLC voted | Funds |
|---|---|---|---|---|---|---|---|
| ABBVIE INC. | May 3, 2024 | Report on Impact of Extended Patent Exclusivities on Product Access | Other Social Issues | Shareholder | Against | FOR | 1 |
| ABBVIE INC. | May 3, 2024 | Report on Lobbying Payments and Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| ADOBE INC. | April 17, 2024 | Report on Hiring of Persons with Arrest or Incarceration Records | Other Social Issues | Shareholder | Against | FOR | 1 |
| AIRBNB INC. | June 5, 2024 | Report on Political Contributions and Expenditures | Other Social Issues | Shareholder | Against | FOR | 1 |
| ALCOA CORP. | May 10, 2024 | Report on Lobbying Payments and Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| ALPHABET INC. | June 7, 2024 | Adopt Targets Evaluating YouTube Child Safety Policies | Other Social Issues | Shareholder | Against | FOR | 1 |
| ALPHABET INC. | June 7, 2024 | Publish Human Rights Risk Assessment on the AI-Driven Targeted Ad Policies | Other Social Issues | Shareholder | Against | FOR | 1 |
| ALPHABET INC. | June 7, 2024 | Report on Climate Risk in Retirement Plan Options | Environment or Climate | Shareholder | Against | FOR | 1 |
| ALPHABET INC. | June 7, 2024 | Report on Electromagnetic Radiation and Wireless Technologies Risks | Other Social Issues | Shareholder | Against | FOR | 1 |
| ALPHABET INC. | June 7, 2024 | Report on Lobbying Payments and Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| ALPHABET INC. | June 7, 2024 | Report on Reproductive Healthcare Misinformation Risks | Other Social Issues | Shareholder | Against | FOR | 1 |
| ALPHABET INC. | June 7, 2024 | Report on Risks Related to AI Generated Misinformation and Disinformation | Other Social Issues | Shareholder | Against | FOR | 1 |
| ALTRIA GROUP INC. | May 16, 2024 | Report on Benefits of Extended Producer Responsibility Laws for Spent Tobacco Filters | Environment or Climate | Shareholder | Against | FOR | 1 |
| ALTRIA GROUP INC. | May 16, 2024 | Report on Congruence of Political and Lobbying Expenditures | Other Social Issues | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 22, 2024 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Other Social Issues | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 22, 2024 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Other Social Issues | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 22, 2024 | Commission a Third Party Audit on Working Conditions | Other Social Issues | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 22, 2024 | Disclose All Material Scope 3 GHG Emissions | Environment or Climate | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 22, 2024 | Report on Customer Due Diligence | Other Social Issues | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 22, 2024 | Report on Efforts to Reduce Plastic Use | Environment or Climate | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 22, 2024 | Report on Lobbying Payments and Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 22, 2024 | Report on Median and Adjusted Gender/Racial Pay Gaps | Other Social Issues | Shareholder | Against | FOR | 1 |
| AMERICAN EXPRESS CO. | May 6, 2024 | Report on Company's Policy on Merchant Category Codes | Other Social Issues | Shareholder | Against | FOR | 1 |
| AMERICAN TOWER CORP. | May 22, 2024 | Report on Median and Adjusted Gender/Racial Pay Gaps | Other Social Issues | Shareholder | Against | FOR | 1 |
| AMKOR TECHNOLOGY INC. | May 14, 2024 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Other Social Issues | Shareholder | Against | FOR | 1 |
| APPLE INC. | February 28, 2024 | Report on Congruency of Company's Privacy and Human Rights Policies with its Actions | Other Social Issues | Shareholder | Against | FOR | 1 |
| APPLE INC. | February 28, 2024 | Report on Median Gender/Racial Pay Gap | Other Social Issues | Shareholder | Against | FOR | 1 |
| APPLE INC. | February 28, 2024 | Report on Standards and Procedures to Curate App Content | Other Social Issues | Shareholder | Against | FOR | 1 |
| APPLE INC. | February 28, 2024 | Report on Use of Artificial Intelligence | Other Social Issues | Shareholder | Against | FOR | 1 |
| APPLIED MATERIALS INC. | March 7, 2024 | Report on Lobbying Payments and Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| APPLIED MATERIALS INC. | March 7, 2024 | Report on Median and Adjusted Gender/Racial Pay Gaps | Other Social Issues | Shareholder | Against | FOR | 1 |
| AUTONATION INC. | April 24, 2024 | Report on Political Contributions and Expenditures | Other Social Issues | Shareholder | Against | FOR | 1 |
| BANK OF AMERICA CORP. | April 24, 2024 | Improve Executive Compensation Program and Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| BANK OF AMERICA CORP. | April 24, 2024 | Report on Clean Energy Supply Financing Ratio | Environment or Climate | Shareholder | Against | FOR | 1 |
| BANK OF NEW YORK MELLON CORP. | April 9, 2024 | Report on Lobbying Payments and Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Disclose BHE's Emissions and Progress Towards Goal in Consolidated Report | Environment or Climate | Shareholder | Against | FOR | 1 |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Report on Effect of Energy Policy Research Foundation Findings to Company's Financial Statements | Environment or Climate | Shareholder | Against | FOR | 1 |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Other Social Issues | Shareholder | Against | FOR | 1 |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Report on Efforts to Measure, Disclose and Reduce GHG Emissions Associated with Underwriting, Insuring, and Investing | Environment or Climate | Shareholder | Against | FOR | 1 |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Report on Risks Related to Operations in China | Other Social Issues | Shareholder | Against | FOR | 1 |
| BLACKROCK INC. | May 15, 2024 | Report on Proxy Voting Record and Policies for Climate Change-Related Proposals | Environment or Climate | Shareholder | Against | FOR | 1 |
| BOEING CO. | May 17, 2024 | Publish Third Party Review of China Business and ESG Commitments | Other Social Issues | Shareholder | Against | FOR | 1 |
| BOEING CO. | May 17, 2024 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Environment or Climate | Shareholder | Against | FOR | 1 |
| BOEING CO. | May 17, 2024 | Report on Median Gender/Racial Pay Gap | Other Social Issues | Shareholder | Against | FOR | 1 |
| BOOKING HOLDINGS INC. | June 4, 2024 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | Report on Potential Cost Savings Through Adoption of a Smokefree Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| CAMPBELL SOUP CO. | November 29, 2023 | Report on 2025 Cage-Free Egg Goal | Other Social Issues | Shareholder | Against | FOR | 1 |
| CAMPBELL SOUP CO. | November 29, 2023 | Report on Climate Risk in Retirement Plan Options | Environment or Climate | Shareholder | Against | FOR | 1 |
| CAPITAL ONE FINANCIAL CORP. | May 2, 2024 | Adopt GHG Emissions Reduction Targets Associated with Lending and Investment Activities | Environment or Climate | Shareholder | Not determined | FOR | 1 |
| CARRIER GLOBAL CORP. | April 18, 2024 | Report on Lobbying Payments and Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| CATERPILLAR INC. | June 12, 2024 | Report on Lobbying Payments and Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| CDW CORP. | May 21, 2024 | Report on Political Contributions | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHARLES SCHWAB CORP. | May 23, 2024 | Report on Median Gender/Racial Pay Gaps | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHARTER COMMUNICATIONS INC. | April 23, 2024 | Report on Lobbying Payments and Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHARTER COMMUNICATIONS INC. | April 23, 2024 | Report on Political Contributions and Expenditures | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHEVRON CORP. | May 29, 2024 | Commission Third Party Assessment on Company's Human Rights Policies | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHEVRON CORP. | May 29, 2024 | Publish a Tax Transparency Report | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHEVRON CORP. | May 29, 2024 | Report on Analyzing the Risks Arising from Voluntary Carbon-Reduction Commitments | Environment or Climate | Shareholder | Against | FOR | 1 |
| CHEVRON CORP. | May 29, 2024 | Report on Reduced Plastics Demand Impact on Financial Assumptions | Environment or Climate | Shareholder | Against | FOR | 1 |
| CHIPOTLE MEXICAN GRILL INC. | June 6, 2024 | Adopt Policy to Not Interfere with Freedom of Association Rights | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHIPOTLE MEXICAN GRILL INC. | June 6, 2024 | Commission a Third Party Audit on Working Conditions | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHIPOTLE MEXICAN GRILL INC. | June 6, 2024 | Report on Adoption of Automation | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHIPOTLE MEXICAN GRILL INC. | June 6, 2024 | Report on Harassment and Discrimination Statistics | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHURCH & DWIGHT CO. INC. | May 2, 2024 | Report on Political Contributions and Expenditures | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| CINTAS CORP. | October 24, 2023 | Adopt Near and Long-Term Science-Based GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Environment or Climate | Shareholder | Against | FOR | 1 |
| CINTAS CORP. | October 24, 2023 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Other Social Issues | Shareholder | Against | FOR | 1 |
| CISCO SYSTEMS INC. | December 6, 2023 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | Other Social Issues | Shareholder | Against | FOR | 1 |
| CITIGROUP INC. | April 30, 2024 | Disclose Board Oversight Regarding Material Risks Associated with Animal Welfare | Other Social Issues | Shareholder | Against | FOR | 1 |
| CITIGROUP INC. | April 30, 2024 | Report on Respecting Indigenous Peoples' Rights | Other Social Issues | Shareholder | Against | FOR | 1 |
| COCA-COLA CO. | May 1, 2024 | Report on Risks Caused by the Decline in the Quality of Accessible Medical Care | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Other Social Issues | Shareholder | Against | FOR | 1 |
| COMCAST CORP. | June 10, 2024 | Report on Congruency of Political Spending with Company Stated Values | Other Social Issues | Shareholder | Against | FOR | 1 |
| CONOCOPHILLIPS | May 14, 2024 | Revisit Pay Incentives for GHG Emission Reductions | Environment or Climate | Shareholder | Against | FOR | 1 |
| COSTCO WHOLESALE CORP. | January 18, 2024 | Issue Audited Report on Fiduciary Relevance of Decarbonization Goal | Environment or Climate | Shareholder | Against | FOR | 1 |
| CVS HEALTH CORP. | May 16, 2024 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Other Social Issues | Shareholder | Against | FOR | 1 |
| DANAHER CORP. | May 7, 2024 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Other Social Issues | Shareholder | Against | FOR | 1 |
| DARDEN RESTAURANTS INC. | September 20, 2023 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Environment or Climate | Shareholder | Against | FOR | 1 |
| DARDEN RESTAURANTS INC. | September 20, 2023 | Report on Risks Due to Restrictions on Reproductive Rights | Other Social Issues | Shareholder | Against | FOR | 1 |
| DEERE & CO. | February 28, 2024 | Report on GHG Reduction Policies and Their Impact on Revenue Generation | Environment or Climate | Shareholder | Against | FOR | 1 |
| DELL TECHNOLOGIES INC. | June 27, 2024 | Report on Charitable Contributions | Other Social Issues | Shareholder | Against | FOR | 1 |
| DELL TECHNOLOGIES INC. | June 27, 2024 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Other Social Issues | Shareholder | Against | FOR | 1 |
| DELTA AIR LINES INC. | June 20, 2024 | Adopt Policy to Not Interfere with Freedom of Association Rights | Other Social Issues | Shareholder | Against | FOR | 1 |
| DELTA AIR LINES INC. | June 20, 2024 | Adopt a Policy Requiring Third Party Groups to Report Their Political Expenditures | Other Social Issues | Shareholder | Against | FOR | 1 |
| DEXCOM INC. | May 22, 2024 | Report on Median Gender/Racial Pay Gap | Other Social Issues | Shareholder | Against | FOR | 1 |
| DEXCOM INC. | May 22, 2024 | Report on Political Contributions | Other Social Issues | Shareholder | Against | FOR | 1 |
| DOCUSIGN INC. | May 29, 2024 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Other Social Issues | Shareholder | Against | FOR | 1 |
| DOW INC. | April 11, 2024 | Commission Audited Report on Reduced Plastics Demand | Environment or Climate | Shareholder | Against | FOR | 1 |
| DUKE ENERGY CORP. | May 9, 2024 | Report on Financial Statement Assumption and Climate Change | Environment or Climate | Shareholder | Not determined | FOR | 1 |
| ELEVANCE HEALTH INC. | May 15, 2024 | Adopt a Policy Requiring Third Party Groups to Report Their Political Expenditures | Other Social Issues | Shareholder | Against | FOR | 1 |
| ELI LILLY AND CO. | May 6, 2024 | Adopt a Comprehensive Human Rights Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| ELI LILLY AND CO. | May 6, 2024 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Other Social Issues | Shareholder | Against | FOR | 1 |
| ELI LILLY AND CO. | May 6, 2024 | Report on Impact of Extended Patent Exclusivities on Product Access | Other Social Issues | Shareholder | Against | FOR | 1 |
| ELI LILLY AND CO. | May 6, 2024 | Report on Lobbying Payments and Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. | May 7, 2024 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Environment or Climate | Shareholder | Against | FOR | 1 |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. | May 7, 2024 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Other Social Issues | Shareholder | Against | FOR | 1 |
| EXXON MOBIL CORP. | May 29, 2024 | Report on Median Gender/Racial Pay Gaps | Other Social Issues | Shareholder | Against | FOR | 1 |
| EXXON MOBIL CORP. | May 29, 2024 | Report on Reduced Plastics Demand Impact on Financial Assumptions | Environment or Climate | Shareholder | Against | FOR | 1 |
| EXXON MOBIL CORP. | May 29, 2024 | Revisit Executive Pay Incentives for GHG Emission Reductions | Environment or Climate | Shareholder | Against | FOR | 1 |
| FEDEX CORP. | September 21, 2023 | Adopt a Paid Sick Leave Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| FEDEX CORP. | September 21, 2023 | Report on Climate Risk in Retirement Plan Options | Environment or Climate | Shareholder | Against | FOR | 1 |
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Built October 13, 2026 from SEC Form N-PX filings.