MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
50.5%
Top 10 weight
69.6%
Voting Authority Distribution
Total shares with voting rights: 5.27M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.27M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 2.01M | SH | $317.86M 40.70% | 0.00 | 0.00 | 2.01M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 146.89K | SH | $44.64M 5.72% | 0.00 | 0.00 | 146.89K |
ALPHABET INCSOLE | CAP STK CL C | 180.85K | SH | $32.08M 4.11% | 0.00 | 0.00 | 180.85K |
APPLE INCSOLE | COM | 154.83K | SH | $31.77M 4.07% | 0.00 | 0.00 | 154.83K |
MICROSOFT CORPSOLE | COM | 59.50K | SH | $29.59M 3.79% | 0.00 | 0.00 | 59.50K |
BOEING COSOLE | COM | 102.41K | SH | $21.46M 2.75% | 0.00 | 0.00 | 102.41K |
ALPHABET INCSOLE | CAP STK CL A | 99.87K | SH | $17.60M 2.25% | 0.00 | 0.00 | 99.87K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 292.60K | SH | $16.68M 2.14% | 0.00 | 0.00 | 292.60K |
ISHARES TRSOLE | RUS 1000 ETF | 48.71K | SH | $16.54M 2.12% | 0.00 | 0.00 | 48.71K |
META PLATFORMS INCSOLE | CL A | 20.37K | SH | $15.04M 1.93% | 0.00 | 0.00 | 20.37K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 101.06K | SH | $13.47M 1.73% | 0.00 | 0.00 | 101.06K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 104.68K | SH | $13.33M 1.71% | 0.00 | 0.00 | 104.68K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 17.71K | SH | $11.75M 1.50% | 0.00 | 0.00 | 17.71K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 45.82K | SH | $11.38M 1.46% | 0.00 | 0.00 | 45.82K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 157.79K | SH | $10.90M 1.40% | 0.00 | 0.00 | 157.79K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 16.50K | SH | $9.35M 1.20% | 0.00 | 0.00 | 16.50K |
ISHARES TRSOLE | GLOBAL TECH ETF | 95.38K | SH | $8.81M 1.13% | 0.00 | 0.00 | 95.38K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 109.82K | SH | $8.51M 1.09% | 0.00 | 0.00 | 109.82K |
ISHARES TRSOLE | CORE S&P MCP ETF | 116.65K | SH | $7.23M 0.93% | 0.00 | 0.00 | 116.65K |
AMAZON COM INCSOLE | COM | 30.61K | SH | $6.71M 0.86% | 0.00 | 0.00 | 30.61K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 99.26K | SH | $4.91M 0.63% | 0.00 | 0.00 | 99.26K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 74.61K | SH | $4.75M 0.61% | 0.00 | 0.00 | 74.61K |
VISA INCSOLE | COM CL A | 13.25K | SH | $4.70M 0.60% | 0.00 | 0.00 | 13.25K |
ORACLE CORPSOLE | COM | 19.27K | SH | $4.21M 0.54% | 0.00 | 0.00 | 19.27K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.21K | SH | $4.09M 0.52% | 0.00 | 0.00 | 7.21K |