SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
31.7%
Top 10 weight
56.3%
Voting Authority Distribution
Total shares with voting rights: 2.25M
Full voting authority
2.25M
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 |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 35.70K | SH | $25.30M 16.03% | 35.70K | 0.00 | 0.00 |
STRATEGY INCSOLE | CL A NEW | 100K | SH | $15.20M 9.63% | 100K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.29K | SH | $9.59M 6.07% | 15.29K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 29.96K | SH | $9.38M 5.94% | 29.96K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | CLOUD COMPUTNG | 218.62K | SH | $7.65M 4.85% | 218.62K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 21.07K | SH | $6.61M 4.19% | 21.07K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.59K | SH | $4.35M 2.76% | 6.59K | 0.00 | 0.00 |
SEMRUSH HLDGS INCSOLE | CL A COM | 318.94K | SH | $3.79M 2.40% | 318.94K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 5.00 | SH | $3.77M 2.39% | 5.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 63.23K | SH | $3.20M 2.03% | 63.23K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 45.64K | SH | $2.49M 1.58% | 45.64K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 5.72K | SH | $2.27M 1.44% | 5.72K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.84K | SH | $2.21M 1.40% | 11.84K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 22.16K | SH | $2.13M 1.35% | 22.16K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.45K | SH | $2.03M 1.28% | 7.45K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 14.26K | SH | $2.01M 1.27% | 14.26K | 0.00 | 0.00 |
FRESHWORKS INCSOLE | CLASS A COM | 160.38K | SH | $1.96M 1.24% | 160.38K | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 55K | SH | $1.95M 1.24% | 55K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.72K | SH | $1.78M 1.13% | 7.72K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 26.67K | SH | $1.67M 1.06% | 26.67K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.45K | SH | $1.66M 1.05% | 6.45K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.42K | SH | $1.65M 1.05% | 2.42K | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCSOLE | COM CL A | 20K | SH | $1.59M 1.00% | 20K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 10.09K | SH | $1.56M 0.99% | 10.09K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 5.03K | SH | $1.53M 0.97% | 5.03K | 0.00 | 0.00 |