MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
44.0%
Top 10 weight
84.7%
Voting Authority Distribution
Total shares with voting rights: 2.93M
Full voting authority
2.93M
shares
Joint voting authority
0.00
shares
No voting authority
734.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 180.50K | SH | $117.90M 17.88% | 180.50K | 0.00 | 0.00 |
INVESCO QQQ TR UNIT SER 1SOLE | ETF | 171.08K | SH | $98.75M 14.98% | 171.08K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFSOLE | ETF | 554.78K | SH | $73.73M 11.18% | 554.78K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | CL C | 206.56K | SH | $59.25M 8.99% | 206.56K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | CL A | 162.99K | SH | $46.87M 7.11% | 162.99K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 233.05K | SH | $40.64M 6.16% | 233.05K | 0.00 | 0.00 |
ISHARES US TECHNOLOGY ETFSOLE | ETF | 204.53K | SH | $37.11M 5.63% | 204.53K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 INDEX FUNDSOLE | ETF | 87.06K | SH | $31.04M 4.71% | 87.06K | 0.00 | 0.00 |
VANECK ETF TRUST SEMICONDUCTR ETFSOLE | ETF | 75.17K | SH | $28.82M 4.37% | 75.17K | 0.00 | 0.00 |
ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6SOLE | ETF | 275.11K | SH | $24.25M 3.68% | 275.11K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETFSOLE | ETF | 389.13K | SH | $23.84M 3.62% | 389.13K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC CL ASOLE | CL A | 88.09K | SH | $12.89M 1.95% | 88.09K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 30.46K | SH | $11.28M 1.71% | 30.46K | 0.00 | 0.00 |
GE VERNOVA INC COMSOLE | COM | 9.43K | SH | $8.23M 1.25% | 9.43K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | COM | 25.56K | SH | $7.91M 1.20% | 25.56K | 0.00 | 0.00 |
UNITED STS OIL FD LP UNITSSOLE | ETF | 50.01K | SH | $6.36M 0.97% | 50.01K | 0.00 | 0.00 |
VANGUARD INDEX FUNDS S&P 500 ETF USDSOLE | ETF | 9K | SH | $5.38M 0.82% | 9K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETF UNITSSOLE | ETF | 8.19K | SH | $5.32M 0.81% | 8.19K | 0.00 | 0.00 |
DELL TECHNOLOGIES INC CL CSOLE | ETF | 22.76K | SH | $3.74M 0.57% | 22.76K | 0.00 | 0.00 |
VANGUARD WORLD FD INF TECH ETFSOLE | ETF | 5.25K | SH | $3.67M 0.56% | 5.25K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | CL A | 2.00 | SH | $1.44M 0.22% | 2.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.44K | SH | $1.38M 0.21% | 5.44K | 0.00 | 0.00 |
ELI LILLY &CO COMSOLE | COM | 1.38K | SH | $1.27M 0.19% | 1.38K | 0.00 | 0.00 |
WHITE MTNS INS GROUP LTD COMSOLE | COM | 475.00 | SH | $1.04M 0.16% | 475.00 | 0.00 | 0.00 |
ISHARES TR MSCI USA MMENTMSOLE | ETF | 3.24K | SH | $777.6K 0.12% | 3.24K | 0.00 | 0.00 |