MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
44.2%
Top 10 weight
61.5%
Voting Authority Distribution
Total shares with voting rights: 10.53M
Full voting authority
10.53M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 454.52K | SH | $296.90M 21.53% | 454.52K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 2.31M | SH | $232.13M 16.83% | 2.31M | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 755.27K | SH | $80.44M 5.83% | 755.27K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 1.53M | SH | $43.62M 3.16% | 1.53M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 115.73K | SH | $42.84M 3.11% | 115.73K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | JAPN HEDGE EQT | 268.49K | SH | $42.58M 3.09% | 268.49K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 124.27K | SH | $30.82M 2.23% | 124.27K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 132K | SH | $27.49M 1.99% | 132K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 151.13K | SH | $26.36M 1.91% | 151.13K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 98.15K | SH | $24.93M 1.81% | 98.15K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 97.50K | SH | $24.74M 1.79% | 97.50K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 390.74K | SH | $24.26M 1.76% | 390.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 83.11K | SH | $23.84M 1.73% | 83.11K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 24.93K | SH | $22.93M 1.66% | 24.93K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 265.52K | SH | $20.89M 1.51% | 265.52K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 89.12K | SH | $19.38M 1.41% | 89.12K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 58.53K | SH | $18.12M 1.31% | 58.53K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | RARE EARTH AND S | 204.56K | SH | $18.00M 1.31% | 204.56K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 187.06K | SH | $13.78M 1.00% | 187.06K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 219.74K | SH | $13.42M 0.97% | 219.74K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 97.45K | SH | $12.11M 0.88% | 97.45K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 119.25K | SH | $11.81M 0.86% | 119.25K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 35.87K | SH | $11.80M 0.86% | 35.87K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 27.73K | SH | $10.83M 0.78% | 27.73K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 30.16K | SH | $10.31M 0.75% | 30.16K | 0.00 | 0.00 |