PALO ALTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
85.4%
Top 10 weight
99.5%
Voting Authority Distribution
Total shares with voting rights: 286.13K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
286.13K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 78.52K | SH | $53.54M 49.98% | 0.00 | 0.00 | 78.52K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 51.36K | SH | $31.55M 29.45% | 0.00 | 0.00 | 51.36K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 64.30K | SH | $6.45M 6.02% | 0.00 | 0.00 | 64.30K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 17.15K | SH | $5.40M 5.04% | 0.00 | 0.00 | 17.15K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.13K | SH | $2.59M 2.42% | 0.00 | 0.00 | 4.13K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 30.29K | SH | $2.43M 2.27% | 0.00 | 0.00 | 30.29K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.14K | SH | $2.06M 1.92% | 0.00 | 0.00 | 6.14K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 24.52K | SH | $1.68M 1.56% | 0.00 | 0.00 | 24.52K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.03K | SH | $707.5K 0.66% | 0.00 | 0.00 | 1.03K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 750.00 | SH | $193.5K 0.18% | 0.00 | 0.00 | 750.00 |
GRAYSCALE BITCOIN MINI TR ETSOLE | SHS NEW | 4.90K | SH | $189.9K 0.18% | 0.00 | 0.00 | 4.90K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 672.00 | SH | $96.7K 0.09% | 0.00 | 0.00 | 672.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 308.00 | SH | $93.0K 0.09% | 0.00 | 0.00 | 308.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL TEC | 1.41K | SH | $64.1K 0.06% | 0.00 | 0.00 | 1.41K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 168.00 | SH | $35.6K 0.03% | 0.00 | 0.00 | 168.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 243.00 | SH | $29.0K 0.03% | 0.00 | 0.00 | 243.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 239.00 | SH | $28.1K 0.03% | 0.00 | 0.00 | 239.00 |