MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
47.0%
Top 10 weight
78.4%
Voting Authority Distribution
Total shares with voting rights: 29.87M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
29.87M
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 | $215.46M 17.42% | 0.00 | 0.00 | 1.47M |
NU HLDGS LTDSOLE | ORD SHS CL A | 14.44M | SH | $192.97M 15.60% | 0.00 | 0.00 | 14.44M |
SAMSARA INCSOLE | COM CL A | 5.34M | SH | $173.31M 14.01% | 0.00 | 0.00 | 5.34M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 147.40K | SH | $100.83M 8.15% | 0.00 | 0.00 | 147.40K |
ISHARES TRSOLE | CORE US AGGBD ET | 615.32K | SH | $61.01M 4.93% | 0.00 | 0.00 | 615.32K |
BROADCOM INCSOLE | COM | 135.80K | SH | $51.30M 4.15% | 0.00 | 0.00 | 135.80K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 667.48K | SH | $47.46M 3.84% | 0.00 | 0.00 | 667.48K |
ROBINHOOD MKTS INCSOLE | COM CL A | 469.21K | SH | $47.06M 3.80% | 0.00 | 0.00 | 469.21K |
AIRBNB INCSOLE | COM CL A | 294.89K | SH | $42.20M 3.41% | 0.00 | 0.00 | 294.89K |
ISHARES TRSOLE | CORE S&P500 ETF | 51.90K | SH | $38.86M 3.14% | 0.00 | 0.00 | 51.90K |
META PLATFORMS INCSOLE | CL A | 51.05K | SH | $28.76M 2.32% | 0.00 | 0.00 | 51.05K |
AMERICAN EXPRESS COSOLE | COM | 59.78K | SH | $20.22M 1.63% | 0.00 | 0.00 | 59.78K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 44.68K | SH | $16.53M 1.34% | 0.00 | 0.00 | 44.68K |
TIDAL TRUST ISOLE | RPAR RISK PARI | 726.73K | SH | $16.18M 1.31% | 0.00 | 0.00 | 726.73K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 198.11K | SH | $15.73M 1.27% | 0.00 | 0.00 | 198.11K |
OKTA INCSOLE | CL A | 103.08K | SH | $14.07M 1.14% | 0.00 | 0.00 | 103.08K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 217.16K | SH | $10.96M 0.89% | 0.00 | 0.00 | 217.16K |
ISHARES TRSOLE | US TREAS BD ETF | 459.99K | SH | $10.48M 0.85% | 0.00 | 0.00 | 459.99K |
ISHARES INCSOLE | CORE MSCI EMKT | 118.98K | SH | $9.86M 0.80% | 0.00 | 0.00 | 118.98K |
REVOLUTION MEDICINES INCSOLE | COM | 51.49K | SH | $9.64M 0.78% | 0.00 | 0.00 | 51.49K |
AFFIRM HLDGS INCSOLE | COM CL A | 98.02K | SH | $7.99M 0.65% | 0.00 | 0.00 | 98.02K |
ISHARES TRSOLE | TIPS BD ETF | 69.08K | SH | $7.56M 0.61% | 0.00 | 0.00 | 69.08K |
FIGMA INCSOLE | CLASS A COM STK | 407.25K | SH | $7.37M 0.60% | 0.00 | 0.00 | 407.25K |
OMADA HEALTH INCSOLE | COM | 334.07K | SH | $7.33M 0.59% | 0.00 | 0.00 | 334.07K |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 147.07K | SH | $7.25M 0.59% | 0.00 | 0.00 | 147.07K |