PALO ALTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
18.4%
Top 10 weight
39.2%
Voting Authority Distribution
Total shares with voting rights: 12.76M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
12.76M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 557.78K | SH | $127.39M 7.04% | 0.00 | 0.00 | 557.78K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 146.36K | SH | $108.27M 5.98% | 0.00 | 0.00 | 146.36K |
APPLE INCSOLE | COM | 292.15K | SH | $97.29M 5.37% | 0.00 | 0.00 | 292.15K |
ALPHABET INCSOLE | CAP STK CL A | 256.25K | SH | $88.17M 4.87% | 0.00 | 0.00 | 256.25K |
MICROSOFT CORPSOLE | COM | 121.62K | SH | $62.38M 3.45% | 0.00 | 0.00 | 121.62K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 75.43K | SH | $57.53M 3.18% | 0.00 | 0.00 | 75.43K |
ALPHABET INCSOLE | CAP STK CL C | 136.61K | SH | $46.55M 2.57% | 0.00 | 0.00 | 136.61K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 141.36K | SH | $43.06M 2.38% | 0.00 | 0.00 | 141.36K |
NETFLIX INC.SOLE | COM | 579.84K | SH | $40.35M 2.23% | 0.00 | 0.00 | 579.84K |
AMAZON COM INCSOLE | COM | 152.68K | SH | $38.04M 2.10% | 0.00 | 0.00 | 152.68K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 97.16K | SH | $36.36M 2.01% | 0.00 | 0.00 | 97.16K |
META PLATFORMS INCSOLE | CL A | 42.44K | SH | $30.77M 1.70% | 0.00 | 0.00 | 42.44K |
BROADCOM INCSOLE | COM | 84.08K | SH | $29.53M 1.63% | 0.00 | 0.00 | 84.08K |
MICRON TECHNOLOGY INCSOLE | COM | 27.08K | SH | $28.85M 1.59% | 0.00 | 0.00 | 27.08K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 57.65K | SH | $26.30M 1.45% | 0.00 | 0.00 | 57.65K |
ADVANCED MICRO DEVICES INCSOLE | COM | 33.34K | SH | $20.39M 1.13% | 0.00 | 0.00 | 33.34K |
JPMORGAN CHASE & COSOLE | COM | 57.75K | SH | $19.11M 1.06% | 0.00 | 0.00 | 57.75K |
TESLA INCSOLE | COM | 41.63K | SH | $14.77M 0.82% | 0.00 | 0.00 | 41.63K |
JOHNSON & JOHNSONSOLE | COM | 51.80K | SH | $13.71M 0.76% | 0.00 | 0.00 | 51.80K |
ELI LILLY & COSOLE | COM | 11.07K | SH | $12.80M 0.71% | 0.00 | 0.00 | 11.07K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 180.12K | SH | $12.72M 0.70% | 0.00 | 0.00 | 180.12K |
APPLIED MATLS INCSOLE | COM | 22.89K | SH | $11.70M 0.65% | 0.00 | 0.00 | 22.89K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 55.90K | SH | $11.63M 0.64% | 0.00 | 0.00 | 55.90K |
CISCO SYS INCSOLE | COM | 106.09K | SH | $11.42M 0.63% | 0.00 | 0.00 | 106.09K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.11K | SH | $10.51M 0.58% | 0.00 | 0.00 | 21.11K |