MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
62.6%
Top 10 weight
85.9%
Voting Authority Distribution
Total shares with voting rights: 55.92M
Full voting authority
55.92M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED INTL FDSOLE | VAN FTSE DEV MKT | 21.13M | SH | $1.35B 30.13% | 21.13M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 1.43M | SH | $931.40M 20.73% | 1.43M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 2.47M | SH | $527.16M 11.73% | 2.47M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 5.69M | SH | $307.67M 6.85% | 5.69M | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 4.88M | SH | $257.93M 5.74% | 4.88M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 6.44M | SH | $171.45M 3.82% | 6.44M | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 375.31K | SH | $104.80M 2.33% | 375.31K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 601.05K | SH | $83.17M 1.85% | 601.05K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 VAL ETF | 321.68K | SH | $60.99M 1.36% | 321.68K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 99.67K | SH | $59.56M 1.33% | 99.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 145.68K | SH | $41.79M 0.93% | 145.68K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 223.06K | SH | $36.61M 0.81% | 223.06K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 592.26K | SH | $33.50M 0.75% | 592.26K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 69.73K | SH | $29.73M 0.66% | 69.73K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 304.80K | SH | $29.61M 0.66% | 304.80K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 43.70K | SH | $28.42M 0.63% | 43.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 75.89K | SH | $28.09M 0.63% | 75.89K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 63.19K | SH | $19.10M 0.42% | 63.19K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 129.98K | SH | $17.98M 0.40% | 129.98K | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 783.32K | SH | $17.19M 0.38% | 783.32K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 144.94K | SH | $17.11M 0.38% | 144.94K | 0.00 | 0.00 |
PAYONEER GLOBAL INCSOLE | COM | 3.14M | SH | $15.17M 0.34% | 3.14M | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 59.09K | SH | $14.66M 0.33% | 59.09K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 254.15K | SH | $14.43M 0.32% | 254.15K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25K | SH | $11.98M 0.27% | 25K | 0.00 | 0.00 |