SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
99.0%
Top 10 weight
99.6%
Voting Authority Distribution
Total shares with voting rights: 22.95M
Full voting authority
22.95M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 22.19M | SH | $3.87B 98.69% | 22.19M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 56.01K | SH | $7.98M 0.20% | 56.01K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 43.40K | SH | $6.00M 0.15% | 43.40K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 24.29K | SH | $5.26M 0.13% | 24.29K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | 1000 INDEX ETF | 117.25K | SH | $3.67M 0.09% | 117.25K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.79K | SH | $3.13M 0.08% | 4.79K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.98K | SH | $2.85M 0.07% | 4.98K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 15.23K | SH | $2.44M 0.06% | 15.23K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 40.30K | SH | $2.28M 0.06% | 40.30K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 24.96K | SH | $2.16M 0.06% | 24.96K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 12.32K | SH | $1.60M 0.04% | 12.32K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 8.48K | SH | $1.48M 0.04% | 8.48K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 21.41K | SH | $1.45M 0.04% | 21.41K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 8.76K | SH | $1.32M 0.03% | 8.76K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.30K | SH | $1.31M 0.03% | 6.30K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.99K | SH | $1.14M 0.03% | 3.99K | 0.00 | 0.00 |
MARQETA INCSOLE | CLASS A COM | 264.73K | SH | $1.08M 0.03% | 264.73K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 6.97K | SH | $866.1K 0.02% | 6.97K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 7.47K | SH | $725.3K 0.02% | 7.47K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE SML CP ETF | 9.21K | SH | $722.4K 0.02% | 9.21K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 8.78K | SH | $690.7K 0.02% | 8.78K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 1.57K | SH | $411.5K 0.01% | 1.57K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 27.95K | SH | $398.3K 0.01% | 27.95K | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 7.61K | SH | $387.5K <0.01% | 7.61K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 737.00 | SH | $353.2K <0.01% | 737.00 | 0.00 | 0.00 |