MOUNTAIN VIEW, CA
Allocation by class
Portfolio Concentration
Top 3 weight
23.8%
Top 10 weight
55.7%
Voting Authority Distribution
Total shares with voting rights: 2.63M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.63M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 189.63K | SH | $17.33M 8.56% | 0.00 | 0.00 | 189.63K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 312.84K | SH | $15.75M 7.78% | 0.00 | 0.00 | 312.84K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 46.91K | SH | $15.05M 7.43% | 0.00 | 0.00 | 46.91K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 142.97K | SH | $11.72M 5.79% | 0.00 | 0.00 | 142.97K |
ISHARES TRSOLE | TRS FLT RT BD | 228.78K | SH | $11.55M 5.71% | 0.00 | 0.00 | 228.78K |
PROSHARES TRSOLE | PSHS ULT S&P 500 | 185.53K | SH | $9.63M 4.76% | 0.00 | 0.00 | 185.53K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 58.50K | SH | $8.58M 4.24% | 0.00 | 0.00 | 58.50K |
APPLE INCSOLE | COM | 33.36K | SH | $8.47M 4.18% | 0.00 | 0.00 | 33.36K |
META PLATFORMS INCSOLE | CL A | 13.05K | SH | $7.47M 3.69% | 0.00 | 0.00 | 13.05K |
MICROSOFT CORPSOLE | COM | 19.63K | SH | $7.27M 3.59% | 0.00 | 0.00 | 19.63K |
AMAZON COM INCSOLE | COM | 34.86K | SH | $7.26M 3.59% | 0.00 | 0.00 | 34.86K |
ALPHABET INCSOLE | CAP STK CL C | 22.93K | SH | $6.58M 3.25% | 0.00 | 0.00 | 22.93K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 91.03K | SH | $5.83M 2.88% | 0.00 | 0.00 | 91.03K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 95.67K | SH | $4.59M 2.27% | 0.00 | 0.00 | 95.67K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 88.32K | SH | $4.05M 2.00% | 0.00 | 0.00 | 88.32K |
NVIDIA CORPORATIONSOLE | COM | 22.06K | SH | $3.85M 1.90% | 0.00 | 0.00 | 22.06K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 51.01K | SH | $3.74M 1.85% | 0.00 | 0.00 | 51.01K |
TESLA INCSOLE | COM | 8.57K | SH | $3.19M 1.57% | 0.00 | 0.00 | 8.57K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 57.83K | SH | $3.13M 1.54% | 0.00 | 0.00 | 57.83K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 41.83K | SH | $2.56M 1.27% | 0.00 | 0.00 | 41.83K |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 29.19K | SH | $2.09M 1.03% | 0.00 | 0.00 | 29.19K |
ISHARES GOLD TRSOLE | ISHARES NEW | 23.44K | SH | $2.07M 1.02% | 0.00 | 0.00 | 23.44K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 45.10K | SH | $2.01M 0.99% | 0.00 | 0.00 | 45.10K |
ALPHABET INCSOLE | CAP STK CL A | 6.87K | SH | $1.98M 0.98% | 0.00 | 0.00 | 6.87K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 15.77K | SH | $1.75M 0.86% | 0.00 | 0.00 | 15.77K |