SAN JOSE, CA
Allocation by class
Portfolio Concentration
Top 3 weight
20.7%
Top 10 weight
50.3%
Voting Authority Distribution
Total shares with voting rights: 3.79M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.79M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 137.43K | SH | $34.88M 7.17% | 0.00 | 0.00 | 137.43K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 51.69K | SH | $33.62M 6.91% | 0.00 | 0.00 | 51.69K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 100.70K | SH | $32.30M 6.64% | 0.00 | 0.00 | 100.70K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 54.56K | SH | $31.49M 6.47% | 0.00 | 0.00 | 54.56K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 104.13K | SH | $22.39M 4.60% | 0.00 | 0.00 | 104.13K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 43.71K | SH | $20.25M 4.16% | 0.00 | 0.00 | 43.71K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 258.24K | SH | $19.91M 4.09% | 0.00 | 0.00 | 258.24K |
ISHARES TRSOLE | CORE S&P MCP ETF | 287.87K | SH | $19.44M 4.00% | 0.00 | 0.00 | 287.87K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 162.07K | SH | $15.27M 3.14% | 0.00 | 0.00 | 162.07K |
ALPHABET INCSOLE | CAP STK CL A | 53.09K | SH | $15.27M 3.14% | 0.00 | 0.00 | 53.09K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 55.10K | SH | $14.43M 2.97% | 0.00 | 0.00 | 55.10K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 209.33K | SH | $11.89M 2.44% | 0.00 | 0.00 | 209.33K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 11.73K | SH | $11.69M 2.40% | 0.00 | 0.00 | 11.73K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 244.81K | SH | $11.53M 2.37% | 0.00 | 0.00 | 244.81K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 340.23K | SH | $11.35M 2.33% | 0.00 | 0.00 | 340.23K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 146.85K | SH | $11.33M 2.33% | 0.00 | 0.00 | 146.85K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 235.82K | SH | $10.76M 2.21% | 0.00 | 0.00 | 235.82K |
META PLATFORMS INCSOLE | CL A | 18.09K | SH | $10.35M 2.13% | 0.00 | 0.00 | 18.09K |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 292.34K | SH | $10.06M 2.07% | 0.00 | 0.00 | 292.34K |
JPMORGAN CHASE & COSOLE | COM | 33.65K | SH | $9.90M 2.03% | 0.00 | 0.00 | 33.65K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.99K | SH | $9.58M 1.97% | 0.00 | 0.00 | 19.99K |
CITIGROUP INCSOLE | COM NEW | 80.16K | SH | $9.09M 1.87% | 0.00 | 0.00 | 80.16K |
NVIDIA CORPORATIONSOLE | COM | 51.90K | SH | $9.05M 1.86% | 0.00 | 0.00 | 51.90K |
ALPHABET INCSOLE | CAP STK CL C | 28.02K | SH | $8.04M 1.65% | 0.00 | 0.00 | 28.02K |
JOHNSON & JOHNSONSOLE | COM | 30.25K | SH | $7.39M 1.52% | 0.00 | 0.00 | 30.25K |