DRIPPING SPRINGS, TX
Allocation by class
Portfolio Concentration
Top 3 weight
22.7%
Top 10 weight
48.0%
Voting Authority Distribution
Total shares with voting rights: 5.61M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.61M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSOTR | S&P 500 ETF SHS | 91.77K | SH | $54.84M 8.30% | 0.00 | 0.00 | 91.77K |
NVIDIA CORPORATIONSOLE | COM | 289.17K | SH | $50.43M 7.63% | 0.00 | 0.00 | 289.17K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 139.48K | SH | $44.75M 6.77% | 0.00 | 0.00 | 139.48K |
ALPHABET INCOTR | CAP STK CL A | 124.33K | SH | $35.75M 5.41% | 0.00 | 0.00 | 124.33K |
ALPHABET INCOTR | CAP STK CL C | 100.05K | SH | $28.70M 4.34% | 0.00 | 0.00 | 100.05K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 327.07K | SH | $24.56M 3.72% | 0.00 | 0.00 | 327.07K |
APPLE INCOTR | COM | 88.19K | SH | $22.38M 3.39% | 0.00 | 0.00 | 88.19K |
ISHARES TRSOLE | CORE US AGGBD ET | 206.07K | SH | $20.46M 3.10% | 0.00 | 0.00 | 206.07K |
SPDR SERIES TRUSTOTR | STATE STREET SPD | 183.47K | SH | $17.96M 2.72% | 0.00 | 0.00 | 183.47K |
STATE STR SPDR S&P 500 ETF TOTR | TR UNIT | 26.91K | SH | $17.50M 2.65% | 0.00 | 0.00 | 26.91K |
MICROSOFT CORPOTR | COM | 35.44K | SH | $13.12M 1.99% | 0.00 | 0.00 | 35.44K |
BROADCOM INCOTR | COM | 35.19K | SH | $10.89M 1.65% | 0.00 | 0.00 | 35.19K |
VANGUARD STAR FDSOTR | VG TL INTL STK F | 130.24K | SH | $10.04M 1.52% | 0.00 | 0.00 | 130.24K |
AMAZON COM INCSOLE | COM | 44K | SH | $9.16M 1.39% | 0.00 | 0.00 | 44K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 120.12K | SH | $7.70M 1.16% | 0.00 | 0.00 | 120.12K |
META PLATFORMS INCSOLE | CL A | 12.26K | SH | $7.01M 1.06% | 0.00 | 0.00 | 12.26K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 267.41K | SH | $6.24M 0.94% | 0.00 | 0.00 | 267.41K |
JPMORGAN CHASE & COOTR | COM | 17.75K | SH | $5.22M 0.79% | 0.00 | 0.00 | 17.75K |
VANGUARD SCOTTSDALE FDSOTR | VNG RUS1000VAL | 51.06K | SH | $4.79M 0.72% | 0.00 | 0.00 | 51.06K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 90.89K | SH | $4.26M 0.65% | 0.00 | 0.00 | 90.89K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 8.17K | SH | $3.91M 0.59% | 0.00 | 0.00 | 8.17K |
ELI LILLY & COOTR | COM | 3.94K | SH | $3.62M 0.55% | 0.00 | 0.00 | 3.94K |
BLOCK INCOTR | CL A | 56.08K | SH | $3.37M 0.51% | 0.00 | 0.00 | 56.08K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 11.65K | SH | $3.35M 0.51% | 0.00 | 0.00 | 11.65K |
ISHARES TRSOLE | ESG MSCI USA ETF | 58.26K | SH | $3.22M 0.49% | 0.00 | 0.00 | 58.26K |