MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
20.4%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 7.11M
Full voting authority
7.11M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 926.09K | SH | $91.93M 14.37% | 926.09K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 170.38K | SH | $20.50M 3.20% | 170.38K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 357.31K | SH | $17.83M 2.79% | 357.31K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 55.47K | SH | $15.95M 2.49% | 55.47K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 42.85K | SH | $15.86M 2.48% | 42.85K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 54.60K | SH | $14.77M 2.31% | 54.60K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 74.58K | SH | $12.65M 1.98% | 74.58K | 0.00 | 0.00 |
TOYOTA MOTOR CORPSOLE | ADS | 52.60K | SH | $10.84M 1.69% | 52.60K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 35.96K | SH | $10.58M 1.65% | 35.96K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 41.66K | SH | $10.18M 1.59% | 41.66K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 47.38K | SH | $9.87M 1.54% | 47.38K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 43.05K | SH | $8.91M 1.39% | 43.05K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 25.64K | SH | $8.66M 1.35% | 25.64K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 90.37K | SH | $8.39M 1.31% | 90.37K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 167.91K | SH | $8.19M 1.28% | 167.91K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 26.38K | SH | $7.97M 1.25% | 26.38K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 273.78K | SH | $7.69M 1.20% | 273.78K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 261.13K | SH | $7.57M 1.18% | 261.13K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 29.44K | SH | $7.47M 1.17% | 29.44K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 30.36K | SH | $7.37M 1.15% | 30.36K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 72.92K | SH | $7.03M 1.10% | 72.92K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 35.80K | SH | $6.68M 1.04% | 35.80K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 177.42K | SH | $6.52M 1.02% | 177.42K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 6.63K | SH | $6.38M 1.00% | 6.63K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 61.23K | SH | $6.29M 0.98% | 61.23K | 0.00 | 0.00 |