MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
47.4%
Top 10 weight
69.8%
Voting Authority Distribution
Total shares with voting rights: 6.03M
Full voting authority
6.03M
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 | 442.74K | SH | $264.56M 30.55% | 442.74K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.08M | SH | $97.58M 11.27% | 1.08M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 692.12K | SH | $48.28M 5.57% | 692.12K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 147.18K | SH | $30.65M 3.54% | 147.18K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 200.64K | SH | $30.01M 3.46% | 200.64K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 83.73K | SH | $28.30M 3.27% | 83.73K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 155.30K | SH | $27.28M 3.15% | 155.30K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 90.06K | SH | $27.22M 3.14% | 90.06K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 173.87K | SH | $25.49M 2.94% | 173.87K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 79.22K | SH | $25.49M 2.94% | 79.22K | 0.00 | 0.00 |
LIBERTY LIVE HOLDINGS INCSOLE | COM SHS SER C | 229.85K | SH | $21.63M 2.50% | 229.85K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 49.06K | SH | $21.40M 2.47% | 49.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 55.74K | SH | $20.63M 2.38% | 55.74K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 188.80K | SH | $19.85M 2.29% | 188.80K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 46.03K | SH | $19.58M 2.26% | 46.03K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 66.76K | SH | $18.95M 2.19% | 66.76K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 251.22K | SH | $18.57M 2.14% | 251.22K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 106.18K | SH | $18.52M 2.14% | 106.18K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 320.68K | SH | $18.28M 2.11% | 320.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 61.49K | SH | $17.68M 2.04% | 61.49K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 882.77K | SH | $16.67M 1.92% | 882.77K | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATIONSOLE | SHS | 113.24K | SH | $14.83M 1.71% | 113.24K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 152.35K | SH | $12.49M 1.44% | 152.35K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 57.85K | SH | $11.41M 1.32% | 57.85K | 0.00 | 0.00 |
SONIDA SENIOR LIVING INCSOLE | COM | 185K | SH | $5.97M 0.69% | 185K | 0.00 | 0.00 |