MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
54.9%
Top 10 weight
84.4%
Voting Authority Distribution
Total shares with voting rights: 45.17M
Full voting authority
45.17M
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 | 15.98M | SH | $1.14B 24.28% | 15.98M | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 1.12M | SH | $733.01M 15.63% | 1.12M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 938.06K | SH | $702.50M 14.98% | 938.06K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 2.05M | SH | $495.86M 10.57% | 2.05M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 6.30M | SH | $375.82M 8.01% | 6.30M | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 4.88M | SH | $200.46M 4.27% | 4.88M | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 224.36K | SH | $96.80M 2.06% | 224.36K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 375.31K | SH | $93.21M 1.99% | 375.31K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 91.40K | SH | $62.78M 1.34% | 91.40K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 389.26K | SH | $61.10M 1.30% | 389.26K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 154.25K | SH | $54.50M 1.16% | 154.25K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 246.09K | SH | $38.63M 0.82% | 246.09K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 278.92K | SH | $34.63M 0.74% | 278.92K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 43.27K | SH | $32.31M 0.69% | 43.27K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 86.47K | SH | $32.26M 0.69% | 86.47K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 592.26K | SH | $32.21M 0.69% | 592.26K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 304.80K | SH | $31.66M 0.68% | 304.80K | 0.00 | 0.00 |
PAYONEER GLOBAL INCSOLE | COM | 3.14M | SH | $22.37M 0.48% | 3.14M | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 775.44K | SH | $22.16M 0.47% | 775.44K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 63.19K | SH | $21.68M 0.46% | 63.19K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 254.15K | SH | $17.39M 0.37% | 254.15K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 72.07K | SH | $17.18M 0.37% | 72.07K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 55.69K | SH | $16.73M 0.36% | 55.69K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 VAL ETF | 66.63K | SH | $14.74M 0.31% | 66.63K | 0.00 | 0.00 |
AURORA INNOVATION INCSOLE | CLASS A COM | 2.06M | SH | $14.07M 0.30% | 2.06M | 0.00 | 0.00 |