MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
21.6%
Top 10 weight
43.2%
Voting Authority Distribution
Total shares with voting rights: 2.80M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.80M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 39.25K | SH | $22.02M 8.39% | 0.00 | 0.00 | 39.25K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 51.82K | SH | $18.71M 7.13% | 0.00 | 0.00 | 51.82K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 30.89K | SH | $15.87M 6.05% | 0.00 | 0.00 | 30.89K |
ISHARES TRSOLE | MSCI ACWI ETF | 104.72K | SH | $12.19M 4.64% | 0.00 | 0.00 | 104.72K |
NVIDIA CORPORATIONSOLE | COM | 97.50K | SH | $10.57M 4.03% | 0.00 | 0.00 | 97.50K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 152.33K | SH | $7.74M 2.95% | 0.00 | 0.00 | 152.33K |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 142.83K | SH | $7.08M 2.70% | 0.00 | 0.00 | 142.83K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 30.96K | SH | $6.86M 2.62% | 0.00 | 0.00 | 30.96K |
ISHARES INCSOLE | MSCI WORLD ETF | 41.55K | SH | $6.36M 2.42% | 0.00 | 0.00 | 41.55K |
ISHARES TRSOLE | MSCI EAFE ETF | 71.78K | SH | $5.87M 2.23% | 0.00 | 0.00 | 71.78K |
APPLE INCSOLE | COM | 25.58K | SH | $5.68M 2.16% | 0.00 | 0.00 | 25.58K |
AMAZON COM INCSOLE | COM | 28.34K | SH | $5.39M 2.05% | 0.00 | 0.00 | 28.34K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 29.18K | SH | $5.05M 1.93% | 0.00 | 0.00 | 29.18K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 17.40K | SH | $4.78M 1.82% | 0.00 | 0.00 | 17.40K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 22.40K | SH | $4.63M 1.76% | 0.00 | 0.00 | 22.40K |
ISHARES TRSOLE | RUS MD CP GR ETF | 38.27K | SH | $4.50M 1.71% | 0.00 | 0.00 | 38.27K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 23.65K | SH | $4.45M 1.70% | 0.00 | 0.00 | 23.65K |
ISHARES INCSOLE | CORE MSCI EMKT | 76.92K | SH | $4.15M 1.58% | 0.00 | 0.00 | 76.92K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 44.89K | SH | $3.71M 1.41% | 0.00 | 0.00 | 44.89K |
BLACKSTONE SECD LENDING FDSOLE | COMMON STOCK | 102.68K | SH | $3.40M 1.30% | 0.00 | 0.00 | 102.68K |
ARES CAPITAL CORPSOLE | COM | 139.39K | SH | $3.09M 1.18% | 0.00 | 0.00 | 139.39K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 9.34K | SH | $2.89M 1.10% | 0.00 | 0.00 | 9.34K |
META PLATFORMS INCSOLE | CL A | 4.92K | SH | $2.84M 1.08% | 0.00 | 0.00 | 4.92K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.24K | SH | $2.79M 1.06% | 0.00 | 0.00 | 5.24K |
ISHARES TRSOLE | CORE MSCI EAFE | 36.66K | SH | $2.77M 1.06% | 0.00 | 0.00 | 36.66K |