SAN MATEO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
37.2%
Top 10 weight
60.5%
Voting Authority Distribution
Total shares with voting rights: 1.96M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.96M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 43.16K | SH | $28.19M 15.27% | 0.00 | 0.00 | 43.16K |
ISHARES TRSOLE | CORE S&P TTL STK | 168.80K | SH | $24.04M 13.02% | 0.00 | 0.00 | 168.80K |
SSGA ACTIVE TRSOLE | SST BRIDGEWATER | 572.81K | SH | $16.53M 8.95% | 0.00 | 0.00 | 572.81K |
ISHARES TRSOLE | CORE MSCI TOTAL | 99.57K | SH | $8.63M 4.67% | 0.00 | 0.00 | 99.57K |
ATLASSIAN CORPORATIONSOLE | CL A | 106.18K | SH | $7.25M 3.93% | 0.00 | 0.00 | 106.18K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 80.35K | SH | $6.20M 3.36% | 0.00 | 0.00 | 80.35K |
AFFIRM HLDGS INCSOLE | COM CL A | 124.90K | SH | $5.72M 3.10% | 0.00 | 0.00 | 124.90K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 26.91K | SH | $5.28M 2.86% | 0.00 | 0.00 | 26.91K |
DOORDASH INCSOLE | CL A | 34.49K | SH | $5.18M 2.81% | 0.00 | 0.00 | 34.49K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.24K | SH | $4.71M 2.55% | 0.00 | 0.00 | 7.24K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 10.45K | SH | $4.56M 2.47% | 0.00 | 0.00 | 10.45K |
META PLATFORMS INCSOLE | CL A | 7.93K | SH | $4.54M 2.46% | 0.00 | 0.00 | 7.93K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 49.49K | SH | $3.79M 2.05% | 0.00 | 0.00 | 49.49K |
ISHARES TRSOLE | MSCI ACWI ETF | 25.04K | SH | $3.47M 1.88% | 0.00 | 0.00 | 25.04K |
ISHARES TRSOLE | CORE S&P US VLU | 32.28K | SH | $3.30M 1.79% | 0.00 | 0.00 | 32.28K |
SAMSARA INCSOLE | COM CL A | 103.19K | SH | $3.27M 1.77% | 0.00 | 0.00 | 103.19K |
APPLE INCSOLE | COM | 12.86K | SH | $3.26M 1.77% | 0.00 | 0.00 | 12.86K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 70.31K | SH | $3.17M 1.72% | 0.00 | 0.00 | 70.31K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 16.38K | SH | $2.40M 1.30% | 0.00 | 0.00 | 16.38K |
MICROSOFT CORPSOLE | COM | 5.72K | SH | $2.12M 1.15% | 0.00 | 0.00 | 5.72K |
AMAZON COM INCSOLE | COM | 9.78K | SH | $2.04M 1.10% | 0.00 | 0.00 | 9.78K |
NVIDIA CORPORATIONSOLE | COM | 11.55K | SH | $2.01M 1.09% | 0.00 | 0.00 | 11.55K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.78K | SH | $1.85M 1.00% | 0.00 | 0.00 | 5.78K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 32.97K | SH | $1.83M 0.99% | 0.00 | 0.00 | 32.97K |
ALPHABET INCSOLE | CAP STK CL C | 5.33K | SH | $1.53M 0.83% | 0.00 | 0.00 | 5.33K |