BOISE, ID
Allocation by class
Portfolio Concentration
Top 3 weight
12.9%
Top 10 weight
27.1%
Voting Authority Distribution
Total shares with voting rights: 59.57M
Full voting authority
59.57M
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 | 886.89K | SH | $328.14M 6.29% | 886.89K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 902.89K | SH | $180.66M 3.46% | 902.89K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 568.80K | SH | $164.59M 3.15% | 568.80K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 194.59K | SH | $133.65M 2.56% | 194.59K | 0.00 | 0.00 |
SENTINELONE INCSOLE | CL A | 7.73M | SH | $131.26M 2.52% | 7.73M | 0.00 | 0.00 |
LIQUIDIA CORPORATIONSOLE | COM NEW | 1.41M | SH | $112.40M 2.15% | 1.41M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 277.48K | SH | $103.51M 1.98% | 277.48K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 370.68K | SH | $88.35M 1.69% | 370.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 247.09K | SH | $88.30M 1.69% | 247.09K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 68.19K | SH | $81.79M 1.57% | 68.19K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 225.79K | SH | $79.78M 1.53% | 225.79K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 893.17K | SH | $76.36M 1.46% | 893.17K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 129.33K | SH | $61.88M 1.19% | 129.33K | 0.00 | 0.00 |
EQUITY LIFESTYLE PROPERTIESSOLE | COM | 930.12K | SH | $60.46M 1.16% | 930.12K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 2.09M | SH | $60.41M 1.16% | 2.09M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 79.97K | SH | $59.87M 1.15% | 79.97K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 153.18K | SH | $57.86M 1.11% | 153.18K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 46.82K | SH | $54.04M 1.04% | 46.82K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 119.19K | SH | $50.82M 0.97% | 119.19K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 64.65K | SH | $47.65M 0.91% | 64.65K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 535.81K | SH | $44.87M 0.86% | 535.81K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 264.40K | SH | $43.43M 0.83% | 264.40K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 100.88K | SH | $42.43M 0.81% | 100.88K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 571.19K | SH | $40.70M 0.78% | 571.19K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 71.46K | SH | $40.25M 0.77% | 71.46K | 0.00 | 0.00 |