LARKSPUR, CA
Allocation by class
Portfolio Concentration
Top 3 weight
15.5%
Top 10 weight
37.2%
Voting Authority Distribution
Total shares with voting rights: 695.77K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
695.77K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 41.04K | SH | $7.16M 7.05% | 0.00 | 0.00 | 41.04K |
ISHARES TRSOLE | CORE S&P TTL STK | 31.46K | SH | $4.48M 4.42% | 0.00 | 0.00 | 31.46K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.87K | SH | $4.13M 4.07% | 0.00 | 0.00 | 12.87K |
APPLE INCSOLE | COM | 14.39K | SH | $3.65M 3.60% | 0.00 | 0.00 | 14.39K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 55.40K | SH | $3.55M 3.50% | 0.00 | 0.00 | 55.40K |
ISHARES TRSOLE | CORE 1 5 YR USD | 70.29K | SH | $3.41M 3.36% | 0.00 | 0.00 | 70.29K |
AMAZON COM INCSOLE | COM | 15.10K | SH | $3.15M 3.10% | 0.00 | 0.00 | 15.10K |
APPLIED MATLS INCSOLE | COM | 8.98K | SH | $3.07M 3.02% | 0.00 | 0.00 | 8.98K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 7.79K | SH | $2.63M 2.60% | 0.00 | 0.00 | 7.79K |
ISHARES TRSOLE | HDG MSCI EAFE | 58.22K | SH | $2.47M 2.44% | 0.00 | 0.00 | 58.22K |
WELLS FARGO & COSOLE | COM | 28.46K | SH | $2.27M 2.23% | 0.00 | 0.00 | 28.46K |
MICROSOFT CORPSOLE | COM | 6.07K | SH | $2.25M 2.22% | 0.00 | 0.00 | 6.07K |
NETFLIX INC.SOLE | COM | 22.33K | SH | $2.15M 2.12% | 0.00 | 0.00 | 22.33K |
JPMORGAN CHASE & COSOLE | COM | 6.82K | SH | $2.00M 1.98% | 0.00 | 0.00 | 6.82K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.98K | SH | $1.94M 1.91% | 0.00 | 0.00 | 2.98K |
META PLATFORMS INCSOLE | CL A | 3.33K | SH | $1.91M 1.88% | 0.00 | 0.00 | 3.33K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 33.75K | SH | $1.82M 1.80% | 0.00 | 0.00 | 33.75K |
ALPHABET INCSOLE | CAP STK CL C | 6.24K | SH | $1.79M 1.76% | 0.00 | 0.00 | 6.24K |
PARKER-HANNIFIN CORPSOLE | COM | 1.94K | SH | $1.74M 1.71% | 0.00 | 0.00 | 1.94K |
SCHWAB CHARLES CORPSOLE | COM | 17.84K | SH | $1.68M 1.65% | 0.00 | 0.00 | 17.84K |
CATERPILLAR INCSOLE | COM | 2.33K | SH | $1.65M 1.63% | 0.00 | 0.00 | 2.33K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.61K | SH | $1.61M 1.58% | 0.00 | 0.00 | 1.61K |
ALPHABET INCSOLE | CAP STK CL A | 5.17K | SH | $1.49M 1.47% | 0.00 | 0.00 | 5.17K |
ELI LILLY & COSOLE | COM | 1.59K | SH | $1.46M 1.44% | 0.00 | 0.00 | 1.59K |
VISA INCSOLE | COM CL A | 4.76K | SH | $1.44M 1.42% | 0.00 | 0.00 | 4.76K |