MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
29.2%
Top 10 weight
69.7%
Voting Authority Distribution
Total shares with voting rights: 2.07M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.07M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY CLASS BSOLE | COM | 52.70K | SH | $25.6K 13.80% | 0.00 | 0.00 | 52.70K |
SPDR GOLD SHARES ETFSOLE | UIUS | 48.50K | SH | $14.8K 7.97% | 0.00 | 0.00 | 48.50K |
ALPHABET INC CLASS CSOLE | COM | 77.39K | SH | $13.7K 7.40% | 0.00 | 0.00 | 77.39K |
MICROSOFT CORPSOLE | COM | 27.17K | SH | $13.5K 7.28% | 0.00 | 0.00 | 27.17K |
VANECK GOLD MINERS ETFSOLE | UIUS | 236.22K | SH | $12.3K 6.63% | 0.00 | 0.00 | 236.22K |
ALPHABET INC CLASS ASOLE | COM | 63.47K | SH | $11.2K 6.03% | 0.00 | 0.00 | 63.47K |
ALPHA ARCHTCT US QUNTV VAL ETFSOLE | COM | 248.74K | SH | $10.9K 5.90% | 0.00 | 0.00 | 248.74K |
APPLE INCSOLE | COM | 53K | SH | $10.9K 5.86% | 0.00 | 0.00 | 53K |
ABBOTT LABSSOLE | COM | 67.54K | SH | $9.2K 4.95% | 0.00 | 0.00 | 67.54K |
KKR & CO INCSOLE | COM | 54.17K | SH | $7.2K 3.88% | 0.00 | 0.00 | 54.17K |
ABBVIE INCSOLE | COM | 38.25K | SH | $7.1K 3.83% | 0.00 | 0.00 | 38.25K |
CISCO SYS INCSOLE | COM | 93.94K | SH | $6.5K 3.51% | 0.00 | 0.00 | 93.94K |
GLOBAL X MLP & ENERGY INFRASTRSOLE | COM | 100.70K | SH | $6.3K 3.40% | 0.00 | 0.00 | 100.70K |
TESLA INCSOLE | COM | 19.14K | SH | $6.1K 3.28% | 0.00 | 0.00 | 19.14K |
LOCKHEED MARTIN CORPSOLE | COM | 11.35K | SH | $5.3K 2.83% | 0.00 | 0.00 | 11.35K |
ROYALTY PHARMA PLC F CLASS ASOLE | COM | 131.32K | SH | $4.7K 2.55% | 0.00 | 0.00 | 131.32K |
SPROTT URANIUM MINERS ETFSOLE | COM | 86.80K | SH | $4.2K 2.24% | 0.00 | 0.00 | 86.80K |
MATTHEWS EMG MRKTS CHINA ACT ESOLE | COM | 123.59K | SH | $4.0K 2.18% | 0.00 | 0.00 | 123.59K |
SPROTT PHYSICAL SILVER ESOLE | COM | 253.38K | SH | $3.1K 1.67% | 0.00 | 0.00 | 253.38K |
ROYCE SMALL CAP TRUST CFSOLE | COM | 195.24K | SH | $2.9K 1.58% | 0.00 | 0.00 | 195.24K |
WISDOMTREE US QLT DIV GRW ETFSOLE | COM | 27.93K | SH | $2.3K 1.26% | 0.00 | 0.00 | 27.93K |
HOWARD HUGHES HLDGS INCSOLE | COM | 14.83K | SH | $1.0K 0.54% | 0.00 | 0.00 | 14.83K |
PUT SPDR S&P 500 $530 EXP 01/1SOLE | PUT | 1K | SH | $841.00 0.45% | 0.00 | 0.00 | 1K |
SCHWAB FUNDAMNTL INTRNL EQT ETSOLE | COM | 15.40K | SH | $616.00 0.33% | 0.00 | 0.00 | 15.40K |
SPROTT PHYSICAL GOLD ETVSOLE | COM | 12K | SH | $304.00 0.16% | 0.00 | 0.00 | 12K |