SANTA CLARA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
24.1%
Top 10 weight
50.4%
Voting Authority Distribution
Total shares with voting rights: 1.91M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.91M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 113.15K | SH | $19.73M 8.61% | 0.00 | 0.00 | 113.15K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 255.45K | SH | $18.81M 8.21% | 0.00 | 0.00 | 255.45K |
ISHARES TRSOLE | NATIONAL MUN ETF | 156.22K | SH | $16.58M 7.24% | 0.00 | 0.00 | 156.22K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 111.33K | SH | $10.66M 4.65% | 0.00 | 0.00 | 111.33K |
APPLE INCSOLE | COM | 40.03K | SH | $10.16M 4.43% | 0.00 | 0.00 | 40.03K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 13.91K | SH | $9.70M 4.23% | 0.00 | 0.00 | 13.91K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 172.96K | SH | $9.03M 3.94% | 0.00 | 0.00 | 172.96K |
ALPHABET INCSOLE | CAP STK CL A | 24.86K | SH | $7.15M 3.12% | 0.00 | 0.00 | 24.86K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 94.27K | SH | $7.08M 3.09% | 0.00 | 0.00 | 94.27K |
AMAZON COM INCSOLE | COM | 31.85K | SH | $6.63M 2.90% | 0.00 | 0.00 | 31.85K |
VANGUARD WORLD FDSOLE | CONSUM DIS ETF | 17.85K | SH | $6.41M 2.80% | 0.00 | 0.00 | 17.85K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 98.48K | SH | $6.31M 2.75% | 0.00 | 0.00 | 98.48K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 GRTH | 39.62K | SH | $4.95M 2.16% | 0.00 | 0.00 | 39.62K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 39.71K | SH | $4.80M 2.09% | 0.00 | 0.00 | 39.71K |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 15.31K | SH | $4.78M 2.09% | 0.00 | 0.00 | 15.31K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.30K | SH | $3.95M 1.72% | 0.00 | 0.00 | 12.30K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 54.77K | SH | $3.90M 1.70% | 0.00 | 0.00 | 54.77K |
SPDR GOLD TRSOLE | GOLD SHS | 8.83K | SH | $3.80M 1.66% | 0.00 | 0.00 | 8.83K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 15.94K | SH | $3.58M 1.56% | 0.00 | 0.00 | 15.94K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 9.02K | SH | $3.46M 1.51% | 0.00 | 0.00 | 9.02K |
VANGUARD WORLD FDSOLE | COMM SRVC ETF | 18.13K | SH | $3.26M 1.42% | 0.00 | 0.00 | 18.13K |
SELECT SECTOR SPDR TRSOLE | STATE STREET REA | 79.53K | SH | $3.25M 1.42% | 0.00 | 0.00 | 79.53K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 10.27K | SH | $2.80M 1.22% | 0.00 | 0.00 | 10.27K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 8.71K | SH | $2.63M 1.15% | 0.00 | 0.00 | 8.71K |
MERCK & CO INCSOLE | COM | 21.79K | SH | $2.62M 1.14% | 0.00 | 0.00 | 21.79K |