SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
48.1%
Top 10 weight
77.5%
Voting Authority Distribution
Total shares with voting rights: 3.05M
Full voting authority
3.03M
shares
Joint voting authority
0.00
shares
No voting authority
20.75K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 865.17K | SH | $77.55M 23.66% | 865.17K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 56.31K | SH | $42.94M 13.10% | 56.31K | 0.00 | 0.00 |
VIVMARK RESIDENTIALSOLE | SH BEN INT | 611.91K | SH | $37.18M 11.34% | 610.92K | 0.00 | 988.00 |
PROLOGIS INC.SOLE | COM | 151.41K | SH | $19.66M 6.00% | 151.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 42.09K | SH | $15.75M 4.81% | 28.89K | 0.00 | 13.20K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 21.00 | SH | $15.69M 4.79% | 21.00 | 0.00 | 0.00 |
EQUITY LIFESTYLE PROPERTIESSOLE | COM | 199.94K | SH | $11.66M 3.56% | 199.94K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 164K | SH | $11.58M 3.53% | 164K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 70.24K | SH | $11.09M 3.38% | 70.24K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 309.46K | SH | $11.02M 3.36% | 309.46K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 115.32K | SH | $9.48M 2.89% | 115.32K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.48K | SH | $9.20M 2.81% | 17.83K | 0.00 | 653.00 |
PUBLIC STORAGESOLE | COM | 30.78K | SH | $8.71M 2.66% | 30.78K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 56.72K | SH | $7.79M 2.38% | 56.72K | 0.00 | 0.00 |
LENNOX INTL INCSOLE | COM | 15K | SH | $5.33M 1.62% | 15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 15.14K | SH | $5.21M 1.59% | 15.14K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 85.16K | SH | $4.64M 1.42% | 85.16K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 61.76K | SH | $4.20M 1.28% | 61.76K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 61.05K | SH | $3.62M 1.10% | 61.05K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.95K | SH | $1.98M 0.60% | 5.95K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 17.62K | SH | $1.71M 0.52% | 17.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR LRG CAP | 3.80K | SH | $1.34M 0.41% | 3.80K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 11.27K | SH | $1.17M 0.36% | 11.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.82K | SH | $872.4K 0.27% | 3.82K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 6.30K | SH | $856.8K 0.26% | 6.30K | 0.00 | 0.00 |