OAKLAND, CA
Allocation by class
Portfolio Concentration
Top 3 weight
56.1%
Top 10 weight
79.4%
Voting Authority Distribution
Total shares with voting rights: 584.87K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
584.87K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | Equity | 186.59K | SH | $32.5K 30.60% | 0.00 | 0.00 | 186.59K |
APPLE INCSOLE | Equity | 72.67K | SH | $18.4K 17.34% | 0.00 | 0.00 | 72.67K |
ABBVIE INCSOLE | Equity | 39.65K | SH | $8.6K 8.11% | 0.00 | 0.00 | 39.65K |
AMAZON COM INCSOLE | Equity | 22.80K | SH | $4.8K 4.47% | 0.00 | 0.00 | 22.80K |
ALPHABET INC CLASS CLASS ASOLE | Equity | 14.99K | SH | $4.3K 4.06% | 0.00 | 0.00 | 14.99K |
NETFLIX INCSOLE | Equity | 38.46K | SH | $3.7K 3.48% | 0.00 | 0.00 | 38.46K |
COSTCO WHSL CORP NEWSOLE | Equity | 3.58K | SH | $3.6K 3.35% | 0.00 | 0.00 | 3.58K |
VISA INC CLASS CLASS ASOLE | Equity | 11.09K | SH | $3.4K 3.15% | 0.00 | 0.00 | 11.09K |
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 23.80K | SH | $2.6K 2.44% | 0.00 | 0.00 | 23.80K |
MICROSOFT CORPSOLE | Equity | 6.93K | SH | $2.6K 2.41% | 0.00 | 0.00 | 6.93K |
JPMORGAN CHASE COSOLE | Equity | 8.45K | SH | $2.5K 2.34% | 0.00 | 0.00 | 8.45K |
META PLATFORMS INC CLASS CLASS ASOLE | Equity | 4.24K | SH | $2.4K 2.28% | 0.00 | 0.00 | 4.24K |
PALANTIR TECHNOLOGIES INCLASS CLASS ASOLE | Equity | 15.82K | SH | $2.3K 2.18% | 0.00 | 0.00 | 15.82K |
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHSSOLE | Equity | 6.53K | SH | $2.2K 2.08% | 0.00 | 0.00 | 6.53K |
ISHARES EXPANDED TECH SECTOR ETFSOLE | ETF | 18.52K | SH | $2.2K 2.06% | 0.00 | 0.00 | 18.52K |
ISHARES 20 YEAR TREASURY BOND ETFSOLE | ETF | 24.82K | SH | $2.2K 2.02% | 0.00 | 0.00 | 24.82K |
ORACLE CORPSOLE | Equity | 11.39K | SH | $1.7K 1.58% | 0.00 | 0.00 | 11.39K |
BOSTON SCIENTIFIC CORPSOLE | Equity | 20.32K | SH | $1.3K 1.20% | 0.00 | 0.00 | 20.32K |
TESLA INCSOLE | Equity | 3.26K | SH | $1.2K 1.14% | 0.00 | 0.00 | 3.26K |
TEMPUS AI INC CLASS ASOLE | Equity | 18.70K | SH | $846.00 0.80% | 0.00 | 0.00 | 18.70K |
MORGAN STANLEYSOLE | Equity | 3.35K | SH | $551.00 0.52% | 0.00 | 0.00 | 3.35K |
CATHAY GEN BANCORPSOLE | Equity | 10.10K | SH | $504.00 0.47% | 0.00 | 0.00 | 10.10K |
RAMBUS INC DELSOLE | Equity | 5K | SH | $430.00 0.40% | 0.00 | 0.00 | 5K |
BANK OF AMERICA CORPSOLE | Equity | 8.63K | SH | $421.00 0.40% | 0.00 | 0.00 | 8.63K |
LOCKHEED MARTIN CORPSOLE | Equity | 685.00 | SH | $414.00 0.39% | 0.00 | 0.00 | 685.00 |