SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
23.3%
Top 10 weight
43.0%
Voting Authority Distribution
Total shares with voting rights: 1.76M
Full voting authority
1.58M
shares
Joint voting authority
0.00
shares
No voting authority
181.93K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 173.96K | SH | $30.34M 14.21% | 173.96K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 30.20K | SH | $10.77M 5.04% | 30.20K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 44.88K | SH | $8.61M 4.03% | 44.88K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 26.23K | SH | $6.66M 3.12% | 26.23K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 84.05K | SH | $6.48M 3.04% | 84.05K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 14.65K | SH | $6.30M 2.95% | 14.65K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 16.05K | SH | $5.94M 2.78% | 16.05K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 9.83K | SH | $5.88M 2.75% | 9.83K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 19.88K | SH | $5.85M 2.74% | 19.88K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 13.68K | SH | $5.08M 2.38% | 13.68K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 21.84K | SH | $4.55M 2.13% | 21.84K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 17.93K | SH | $4.45M 2.08% | 17.93K | 0.00 | 0.00 |
FRANKLIN RESOURCES INCSOLE | COM | 172.33K | SH | $4.07M 1.91% | 172.33K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 4.37K | SH | $4.01M 1.88% | 4.37K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 71.74K | SH | $3.77M 1.77% | 71.74K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 34.30K | SH | $3.44M 1.61% | 34.30K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 6.09K | SH | $3.43M 1.61% | 6.09K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.91K | SH | $3.19M 1.49% | 4.91K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 4.25K | SH | $3.01M 1.41% | 4.25K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 32.97K | SH | $2.98M 1.40% | 32.97K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 16.22K | SH | $2.75M 1.29% | 16.22K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 48.65K | SH | $2.63M 1.23% | 48.65K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 99.38K | SH | $2.61M 1.22% | 99.38K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 8.53K | SH | $2.58M 1.21% | 8.53K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 19.82K | SH | $2.46M 1.15% | 19.82K | 0.00 | 0.00 |