SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
50.4%
Top 10 weight
81.4%
Voting Authority Distribution
Total shares with voting rights: 3.52M
Full voting authority
3.50M
shares
Joint voting authority
0.00
shares
No voting authority
21.97K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 849.94K | SH | $75.39M 24.36% | 849.94K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 69.81K | SH | $45.40M 14.67% | 69.81K | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 593.09K | SH | $35.08M 11.33% | 592.12K | 0.00 | 971.00 |
PROLOGIS INC.SOLE | COM | 149.04K | SH | $19.70M 6.36% | 149.04K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 21.00 | SH | $15.08M 4.87% | 21.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 46.27K | SH | $14.84M 4.80% | 32.78K | 0.00 | 13.48K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 200.18K | SH | $12.83M 4.14% | 200.18K | 0.00 | 0.00 |
EQUITY LIFESTYLE PROPERTIESSOLE | COM | 196.58K | SH | $12.27M 3.96% | 196.58K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 304.61K | SH | $11.53M 3.72% | 304.61K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 70.10K | SH | $9.70M 3.13% | 70.10K | 0.00 | 0.00 |
PUBLIC STORAGE OPER COSOLE | COM | 30.50K | SH | $8.26M 2.67% | 30.50K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 119.50K | SH | $8.14M 2.63% | 119.50K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.30K | SH | $7.33M 2.37% | 14.65K | 0.00 | 653.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 70.50K | SH | $6.53M 2.11% | 70.50K | 0.00 | 0.00 |
AMERICOLD REALTY TRUST INCSOLE | COM | 555.87K | SH | $6.37M 2.06% | 555.87K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 61.76K | SH | $4.49M 1.45% | 61.76K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 62.88K | SH | $3.40M 1.10% | 62.88K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 20.51K | SH | $1.86M 0.60% | 20.51K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.95K | SH | $1.26M 0.41% | 4.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 3.80K | SH | $1.14M 0.37% | 3.80K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 11.27K | SH | $1.09M 0.35% | 11.27K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.54K | SH | $1.02M 0.33% | 3.54K | 0.00 | 0.00 |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 20.09K | SH | $896.5K 0.29% | 20.09K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 6.30K | SH | $782.9K 0.25% | 6.30K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 7.83K | SH | $733.5K 0.24% | 7.83K | 0.00 | 0.00 |