MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
61.3%
Top 10 weight
86.9%
Voting Authority Distribution
Total shares with voting rights: 4.08M
Full voting authority
4.08M
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 TOTAL STOCK MARKET ETFSOLE | COM | 459.56K | SH | $122.9K 37.09% | 459.56K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | COM | 1.07M | SH | $53.1K 16.01% | 1.07M | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | COM | 618.17K | SH | $27.1K 8.16% | 618.17K | 0.00 | 0.00 |
ISHARES MSCI EAFE INDEX ETFSOLE | COM | 227.96K | SH | $17.9K 5.39% | 227.96K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY (CLASS B)SOLE | COM | 32.97K | SH | $13.4K 4.05% | 32.97K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | COM | 184.13K | SH | $13.4K 4.04% | 184.13K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 INDEX ETFSOLE | COM | 35.33K | SH | $10.9K 3.29% | 35.33K | 0.00 | 0.00 |
ISHARES DOW JONES U.S. REAL ESTATE ETFSOLE | COM | 123.60K | SH | $10.8K 3.27% | 123.60K | 0.00 | 0.00 |
SCHWAB US BROAD MARKET ETFSOLE | COM | 158.97K | SH | $10.0K 3.02% | 158.97K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | COM | 162.25K | SH | $8.7K 2.62% | 162.25K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY (CLASS A)SOLE | COM | 10.00 | SH | $6.1K 1.85% | 10.00 | 0.00 | 0.00 |
VANGUARD REIT ETFSOLE | COM | 68.86K | SH | $5.8K 1.74% | 68.86K | 0.00 | 0.00 |
APPLE INC.SOLE | COM | 26.90K | SH | $5.7K 1.71% | 26.90K | 0.00 | 0.00 |
EXLSERVICE HOLDINGS, INC.SOLE | COM | 166.71K | SH | $5.2K 1.58% | 166.71K | 0.00 | 0.00 |
ENERGY SELECT SECTOR SPDR FUNDSOLE | COM | 43.20K | SH | $3.9K 1.19% | 43.20K | 0.00 | 0.00 |
VANGUARD ENERGY ETFSOLE | COM | 18.05K | SH | $2.3K 0.69% | 18.05K | 0.00 | 0.00 |
PIMCO TOTAL RETURN ETFSOLE | COM | 23.10K | SH | $2.1K 0.63% | 23.10K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTHSOLE | COM | 3.55K | SH | $1.3K 0.39% | 3.55K | 0.00 | 0.00 |
ISHARES COHEN AND STEERS REIT ETFSOLE | COM | 21K | SH | $1.2K 0.36% | 21K | 0.00 | 0.00 |
SPDR S&P GLOBAL NATURAL RESOURCES ETFSOLE | COM | 19.95K | SH | $1.1K 0.34% | 19.95K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MKT INDEX ETFSOLE | COM | 24.60K | SH | $1.0K 0.32% | 24.60K | 0.00 | 0.00 |
R1 RCM INC.SOLE | COM | 81.89K | SH | $1.0K 0.31% | 81.89K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE INDEX FUNDSOLE | COM | 5.68K | SH | $992.00 0.30% | 5.68K | 0.00 | 0.00 |
VANGUARD HEALTH CARE INDEX ETFSOLE | COM | 3.02K | SH | $805.00 0.24% | 3.02K | 0.00 | 0.00 |
COMCAST CORPORATION (CLASS A)SOLE | COM | 16.17K | SH | $633.00 0.19% | 16.17K | 0.00 | 0.00 |