SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
49.9%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 3.63M
Full voting authority
3.60M
shares
Joint voting authority
0.00
shares
No voting authority
22.67K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 857.36K | SH | $82.68M 23.47% | 857.36K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 69.91K | SH | $52.21M 14.82% | 69.91K | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 603.18K | SH | $40.97M 11.63% | 602.21K | 0.00 | 980.00 |
PROLOGIS INC.SOLE | COM | 150.19K | SH | $20.35M 5.78% | 150.19K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 45.94K | SH | $17.00M 4.83% | 32.72K | 0.00 | 13.22K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 21.00 | SH | $15.73M 4.46% | 21.00 | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 196.87K | SH | $14.03M 3.98% | 196.87K | 0.00 | 0.00 |
EQUITY LIFESTYLE PROPERTIESSOLE | COM | 198.26K | SH | $12.78M 3.63% | 198.26K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 306.98K | SH | $11.28M 3.20% | 306.98K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 70.18K | SH | $11.02M 3.13% | 70.18K | 0.00 | 0.00 |
PUBLIC STORAGESOLE | COM | 30.78K | SH | $9.80M 2.78% | 30.78K | 0.00 | 0.00 |
AMERICOLD REALTY TRUST INCSOLE | COM | 566.17K | SH | $8.90M 2.53% | 566.17K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.04K | SH | $8.53M 2.42% | 16.39K | 0.00 | 653.00 |
ORACLE CORPSOLE | COM | 56.72K | SH | $8.31M 2.36% | 56.72K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 125.06K | SH | $6.69M 1.90% | 125.06K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 79.35K | SH | $6.30M 1.79% | 79.35K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 61.76K | SH | $4.59M 1.30% | 61.76K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 61.11K | SH | $3.65M 1.04% | 61.11K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 18.55K | SH | $1.79M 0.51% | 18.55K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.95K | SH | $1.72M 0.49% | 5.95K | 0.00 | 0.00 |
LENNOX INTL INCSOLE | COM | 3K | SH | $1.72M 0.49% | 3K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 3.80K | SH | $1.31M 0.37% | 3.80K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 11.27K | SH | $1.17M 0.33% | 11.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.09K | SH | $1.02M 0.29% | 3.82K | 0.00 | 1.27K |
ISHARES TRSOLE | CORE S&P SCP ETF | 6.30K | SH | $934.1K 0.27% | 6.30K | 0.00 | 0.00 |