SACRAMENTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
25.6%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 1.06B
Full voting authority
1.06B
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 33.64M | SH | $20.10B 12.37% | 33.64M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 68.34M | SH | $11.92B 7.33% | 68.34M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 37.71M | SH | $9.57B 5.89% | 37.71M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 21.91M | SH | $8.11B 4.99% | 21.91M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 21.79M | SH | $4.54B 2.79% | 21.79M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 14.64M | SH | $4.21B 2.59% | 14.64M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 13.29M | SH | $4.11B 2.53% | 13.29M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.62M | SH | $3.21B 1.98% | 5.62M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.31M | SH | $2.96B 1.82% | 10.31M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE HIGH YIEL | 39.90M | SH | $2.00B 1.23% | 39.90M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 5.18M | SH | $1.93B 1.18% | 5.18M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 6.31M | SH | $1.86B 1.14% | 6.31M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.81M | SH | $1.67B 1.03% | 1.81M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 5.99M | SH | $1.47B 0.90% | 5.99M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | W | 2.78M | SH | $1.33B 0.82% | 2.78M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 7.82M | SH | $1.33B 0.82% | 7.82M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | W | 5.87M | SH | $1.25B 0.77% | 5.87M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 8.78M | SH | $1.09B 0.67% | 8.78M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 3.19M | SH | $1.08B 0.66% | 3.19M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 3.18M | SH | $960.12M 0.59% | 3.18M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 941.71K | SH | $938.35M 0.58% | 941.71K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 12.05M | SH | $935.30M 0.58% | 12.05M | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 18.22M | SH | $888.29M 0.55% | 18.22M | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 7.38M | SH | $888.11M 0.55% | 7.38M | 0.00 | 0.00 |
KLA CORPSOLE | W | 594.64K | SH | $875.55M 0.54% | 594.64K | 0.00 | 0.00 |