MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
45.9%
Top 10 weight
69.6%
Voting Authority Distribution
Total shares with voting rights: 6.26M
Full voting authority
6.26M
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 INDEX FDSSOLE | S&P 500 ETF SHS | 422.23K | SH | $289.99M 30.47% | 422.23K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.02M | SH | $98.31M 10.33% | 1.02M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 590.62K | SH | $48.93M 5.14% | 590.62K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 202.47K | SH | $35.93M 3.77% | 202.47K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 282.98K | SH | $34.82M 3.66% | 282.98K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 71.45K | SH | $34.12M 3.59% | 71.45K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR CARE ETF | 197.20K | SH | $31.29M 3.29% | 197.20K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 90.25K | SH | $30.96M 3.25% | 90.25K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 129.82K | SH | $30.94M 3.25% | 129.82K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 59.67K | SH | $27.03M 2.84% | 59.67K | 0.00 | 0.00 |
LIBERTY LIVE HOLDINGS INCSOLE | COM SHS SER C | 239.77K | SH | $25.33M 2.66% | 239.77K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 60.45K | SH | $25.15M 2.64% | 60.45K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 67.22K | SH | $25.12M 2.64% | 67.22K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 14.40K | SH | $24.45M 2.57% | 14.40K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 55.60K | SH | $22.64M 2.38% | 55.60K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 205.85K | SH | $22.03M 2.31% | 205.85K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 497.73K | SH | $20.22M 2.12% | 497.73K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.10M | SH | $19.04M 2.00% | 1.10M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 94.73K | SH | $18.95M 1.99% | 94.73K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 52.62K | SH | $18.81M 1.98% | 52.62K | 0.00 | 0.00 |
NEW YORK TIMES CO MTN BESOLE | CL A | 233.85K | SH | $16.36M 1.72% | 233.85K | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATIONSOLE | SHS | 104.11K | SH | $15.21M 1.60% | 104.11K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 57.85K | SH | $13.65M 1.43% | 57.85K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR STAPL ETF | 134.81K | SH | $11.20M 1.18% | 134.81K | 0.00 | 0.00 |
SONIDA SENIOR LIVING INCSOLE | COM | 185K | SH | $7.55M 0.79% | 185K | 0.00 | 0.00 |