PALO ALTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
16.8%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 11.82M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.82M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 565.45K | SH | $98.62M 6.47% | 0.00 | 0.00 | 565.45K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 147.25K | SH | $84.99M 5.57% | 0.00 | 0.00 | 147.25K |
ALPHABET INCSOLE | CAP STK CL A | 254.94K | SH | $73.31M 4.81% | 0.00 | 0.00 | 254.94K |
APPLE INCSOLE | COM | 286.40K | SH | $72.68M 4.77% | 0.00 | 0.00 | 286.40K |
NETFLIX INC.SOLE | COM | 587.70K | SH | $56.51M 3.71% | 0.00 | 0.00 | 587.70K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 73.28K | SH | $47.66M 3.13% | 0.00 | 0.00 | 73.28K |
MICROSOFT CORPSOLE | COM | 126.91K | SH | $46.98M 3.08% | 0.00 | 0.00 | 126.91K |
ALPHABET INCSOLE | CAP STK CL C | 138.98K | SH | $39.87M 2.61% | 0.00 | 0.00 | 138.98K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 141.85K | SH | $33.71M 2.21% | 0.00 | 0.00 | 141.85K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 96.58K | SH | $30.98M 2.03% | 0.00 | 0.00 | 96.58K |
AMAZON COM INCSOLE | COM | 132.43K | SH | $27.58M 1.81% | 0.00 | 0.00 | 132.43K |
BROADCOM INCSOLE | COM | 82.73K | SH | $25.61M 1.68% | 0.00 | 0.00 | 82.73K |
META PLATFORMS INCSOLE | CL A | 42.56K | SH | $24.35M 1.60% | 0.00 | 0.00 | 42.56K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 55.56K | SH | $18.78M 1.23% | 0.00 | 0.00 | 55.56K |
JPMORGAN CHASE & COSOLE | COM | 58.21K | SH | $17.12M 1.12% | 0.00 | 0.00 | 58.21K |
TESLA INCSOLE | COM | 42.30K | SH | $15.72M 1.03% | 0.00 | 0.00 | 42.30K |
JOHNSON & JOHNSONSOLE | COM | 48.01K | SH | $11.74M 0.77% | 0.00 | 0.00 | 48.01K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 179.71K | SH | $11.52M 0.76% | 0.00 | 0.00 | 179.71K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 57.38K | SH | $11.01M 0.72% | 0.00 | 0.00 | 57.38K |
WALMART INCSOLE | COM | 86.66K | SH | $10.77M 0.71% | 0.00 | 0.00 | 86.66K |
MICRON TECHNOLOGY INCSOLE | COM | 28.61K | SH | $9.66M 0.63% | 0.00 | 0.00 | 28.61K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.94K | SH | $9.55M 0.63% | 0.00 | 0.00 | 19.94K |
ELI LILLY & COSOLE | COM | 10.33K | SH | $9.50M 0.62% | 0.00 | 0.00 | 10.33K |
EXXON MOBIL CORPSOLE | COM | 52.82K | SH | $8.96M 0.59% | 0.00 | 0.00 | 52.82K |
VISA INCSOLE | COM CL A | 29.43K | SH | $8.90M 0.58% | 0.00 | 0.00 | 29.43K |