MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
53.6%
Top 10 weight
78.1%
Voting Authority Distribution
Total shares with voting rights: 30.29M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
30.29M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COINBASE GLOBAL INCSOLE | COM CL A | 1.47M | SH | $256.85M 21.33% | 0.00 | 0.00 | 1.47M |
NU HLDGS LTDSOLE | ORD SHS CL A | 13.86M | SH | $199.14M 16.53% | 0.00 | 0.00 | 13.86M |
SAMSARA INCSOLE | COM CL A | 5.99M | SH | $189.82M 15.76% | 0.00 | 0.00 | 5.99M |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 1.39M | SH | $70.06M 5.82% | 0.00 | 0.00 | 1.39M |
BROADCOM INCSOLE | COM | 143.53K | SH | $44.42M 3.69% | 0.00 | 0.00 | 143.53K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 69.19K | SH | $41.35M 3.43% | 0.00 | 0.00 | 69.19K |
AIRBNB INCSOLE | COM CL A | 299.49K | SH | $37.82M 3.14% | 0.00 | 0.00 | 299.49K |
AMERICAN EXPRESS COSOLE | COM | 116.71K | SH | $35.30M 2.93% | 0.00 | 0.00 | 116.71K |
ROBINHOOD MKTS INCSOLE | COM CL A | 494.35K | SH | $34.26M 2.84% | 0.00 | 0.00 | 494.35K |
ISHARES TRSOLE | CORE US AGGBD ET | 321.23K | SH | $31.89M 2.65% | 0.00 | 0.00 | 321.23K |
META PLATFORMS INCSOLE | CL A | 55.14K | SH | $31.54M 2.62% | 0.00 | 0.00 | 55.14K |
ISHARES TRSOLE | CORE S&P500 ETF | 45.25K | SH | $29.56M 2.45% | 0.00 | 0.00 | 45.25K |
OKTA INCSOLE | CL A | 335.78K | SH | $26.43M 2.19% | 0.00 | 0.00 | 335.78K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 377K | SH | $24.16M 2.01% | 0.00 | 0.00 | 377K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 44.96K | SH | $14.42M 1.20% | 0.00 | 0.00 | 44.96K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 237.15K | SH | $11.95M 0.99% | 0.00 | 0.00 | 237.15K |
REVOLUTION MEDICINES INCSOLE | COM | 104.21K | SH | $10.13M 0.84% | 0.00 | 0.00 | 104.21K |
APPLE INCSOLE | COM | 25.82K | SH | $6.55M 0.54% | 0.00 | 0.00 | 25.82K |
DISNEY WALT COSOLE | COM | 67.80K | SH | $6.53M 0.54% | 0.00 | 0.00 | 67.80K |
NVIDIA CORPORATIONSOLE | COM | 37.22K | SH | $6.49M 0.54% | 0.00 | 0.00 | 37.22K |
ROBLOX CORPSOLE | CL A | 113.39K | SH | $6.41M 0.53% | 0.00 | 0.00 | 113.39K |
AMAZON COM INCSOLE | COM | 24.07K | SH | $5.01M 0.42% | 0.00 | 0.00 | 24.07K |
AFFIRM HLDGS INCSOLE | COM CL A | 103.22K | SH | $4.73M 0.39% | 0.00 | 0.00 | 103.22K |
MICROSOFT CORPSOLE | COM | 11.15K | SH | $4.13M 0.34% | 0.00 | 0.00 | 11.15K |
ALPHABET INCSOLE | CAP STK CL A | 13.98K | SH | $4.02M 0.33% | 0.00 | 0.00 | 13.98K |