PALO ALTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
17.6%
Top 10 weight
37.3%
Voting Authority Distribution
Total shares with voting rights: 13.20M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
13.20M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 559.34K | SH | $111.92M 6.34% | 0.00 | 0.00 | 559.34K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 146.62K | SH | $107.97M 6.11% | 0.00 | 0.00 | 146.62K |
ALPHABET INCSOLE | CAP STK CL A | 255.94K | SH | $91.47M 5.18% | 0.00 | 0.00 | 255.94K |
APPLE INCSOLE | COM | 288.14K | SH | $83.38M 4.72% | 0.00 | 0.00 | 288.14K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 72.62K | SH | $54.23M 3.07% | 0.00 | 0.00 | 72.62K |
ALPHABET INCSOLE | CAP STK CL C | 137.37K | SH | $48.54M 2.75% | 0.00 | 0.00 | 137.37K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 141.37K | SH | $42.83M 2.43% | 0.00 | 0.00 | 141.37K |
NETFLIX INC.SOLE | COM | 576.30K | SH | $41.15M 2.33% | 0.00 | 0.00 | 576.30K |
MICROSOFT CORPSOLE | COM | 109.87K | SH | $40.98M 2.32% | 0.00 | 0.00 | 109.87K |
AMAZON COM INCSOLE | COM | 150.18K | SH | $35.79M 2.03% | 0.00 | 0.00 | 150.18K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 94.52K | SH | $34.98M 1.98% | 0.00 | 0.00 | 94.52K |
BROADCOM INCSOLE | COM | 84.15K | SH | $31.79M 1.80% | 0.00 | 0.00 | 84.15K |
MICRON TECHNOLOGY INCSOLE | COM | 27.38K | SH | $31.60M 1.79% | 0.00 | 0.00 | 27.38K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 57.37K | SH | $27.40M 1.55% | 0.00 | 0.00 | 57.37K |
META PLATFORMS INCSOLE | CL A | 42.23K | SH | $23.79M 1.35% | 0.00 | 0.00 | 42.23K |
ADVANCED MICRO DEVICES INCSOLE | COM | 33.92K | SH | $19.71M 1.12% | 0.00 | 0.00 | 33.92K |
JPMORGAN CHASE & COSOLE | COM | 57.58K | SH | $18.85M 1.07% | 0.00 | 0.00 | 57.58K |
TESLA INCSOLE | COM | 42.96K | SH | $18.07M 1.02% | 0.00 | 0.00 | 42.96K |
APPLIED MATLS INCSOLE | COM | 23.08K | SH | $16.69M 0.95% | 0.00 | 0.00 | 23.08K |
ELI LILLY & COSOLE | COM | 11.07K | SH | $13.27M 0.75% | 0.00 | 0.00 | 11.07K |
JOHNSON & JOHNSONSOLE | COM | 51.67K | SH | $13.12M 0.74% | 0.00 | 0.00 | 51.67K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 180.12K | SH | $12.83M 0.73% | 0.00 | 0.00 | 180.12K |
CISCO SYS INCSOLE | COM | 106.58K | SH | $12.52M 0.71% | 0.00 | 0.00 | 106.58K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 56.07K | SH | $11.93M 0.68% | 0.00 | 0.00 | 56.07K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20.70K | SH | $10.36M 0.59% | 0.00 | 0.00 | 20.70K |