BOISE, ID
Allocation by class
Portfolio Concentration
Top 3 weight
14.2%
Top 10 weight
27.8%
Voting Authority Distribution
Total shares with voting rights: 54.54M
Full voting authority
54.54M
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 | TOTAL STK MKT | 891.08K | SH | $285.87M 6.94% | 891.08K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 889.99K | SH | $155.22M 3.77% | 889.99K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 570.26K | SH | $144.73M 3.51% | 570.26K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 191.90K | SH | $114.67M 2.78% | 191.90K | 0.00 | 0.00 |
SENTINELONE INCSOLE | CL A | 7.74M | SH | $99.71M 2.42% | 7.74M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 367.55K | SH | $76.55M 1.86% | 367.55K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 255.59K | SH | $73.50M 1.78% | 255.59K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 892.21K | SH | $68.80M 1.67% | 892.21K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 231.27K | SH | $66.34M 1.61% | 231.27K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 67.01K | SH | $61.63M 1.50% | 67.01K | 0.00 | 0.00 |
EQUITY LIFESTYLE PROPERTIESSOLE | COM | 939.21K | SH | $59.14M 1.44% | 939.21K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 2.09M | SH | $52.48M 1.27% | 2.09M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 90.77K | SH | $51.93M 1.26% | 90.77K | 0.00 | 0.00 |
LIQUIDIA CORPORATIONSOLE | COM NEW | 1.37M | SH | $51.60M 1.25% | 1.37M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 77.53K | SH | $50.55M 1.23% | 77.53K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 151.64K | SH | $46.93M 1.14% | 151.64K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 120.73K | SH | $44.75M 1.09% | 120.73K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 544.18K | SH | $40.87M 0.99% | 544.18K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 117.25K | SH | $39.74M 0.96% | 117.25K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 264.47K | SH | $37.67M 0.91% | 264.47K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 92.75K | SH | $34.48M 0.84% | 92.75K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 70.09K | SH | $33.59M 0.82% | 70.09K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 201.58K | SH | $29.49M 0.72% | 201.58K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 99.66K | SH | $29.31M 0.71% | 99.66K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 516.26K | SH | $27.90M 0.68% | 516.26K | 0.00 | 0.00 |