LOS ALTOS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
30.9%
Top 10 weight
63.3%
Voting Authority Distribution
Total shares with voting rights: 3.59M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.59M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI ACWI ETF | 410.77K | SH | $56.84M 15.61% | 0.00 | 0.00 | 410.77K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 48.27K | SH | $28.85M 7.92% | 0.00 | 0.00 | 48.27K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 41.35K | SH | $26.96M 7.40% | 0.00 | 0.00 | 41.35K |
META PLATFORMS INCSOLE | CL A | 38.09K | SH | $21.79M 5.98% | 0.00 | 0.00 | 38.09K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 35.70K | SH | $20.60M 5.66% | 0.00 | 0.00 | 35.70K |
SPDR GOLD TRSOLE | GOLD SHS | 40.22K | SH | $17.31M 4.75% | 0.00 | 0.00 | 40.22K |
ISHARES GOLD TRSOLE | ISHARES NEW | 184.32K | SH | $16.25M 4.46% | 0.00 | 0.00 | 184.32K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 105.36K | SH | $14.57M 4.00% | 0.00 | 0.00 | 105.36K |
ISHARES TRSOLE | RUS MID CAP ETF | 147.45K | SH | $14.34M 3.94% | 0.00 | 0.00 | 147.45K |
COINBASE GLOBAL INCSOLE | COM CL A | 74.17K | SH | $12.95M 3.56% | 0.00 | 0.00 | 74.17K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1500 | 267.34K | SH | $12.26M 3.37% | 0.00 | 0.00 | 267.34K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 208.85K | SH | $11.29M 3.10% | 0.00 | 0.00 | 208.85K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 142.29K | SH | $9.12M 2.50% | 0.00 | 0.00 | 142.29K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 149.46K | SH | $8.49M 2.33% | 0.00 | 0.00 | 149.46K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 17.39K | SH | $7.42M 2.04% | 0.00 | 0.00 | 17.39K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 141.55K | SH | $6.73M 1.85% | 0.00 | 0.00 | 141.55K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 23.92K | SH | $5.93M 1.63% | 0.00 | 0.00 | 23.92K |
ROBLOX CORPSOLE | CL A | 98.18K | SH | $5.55M 1.52% | 0.00 | 0.00 | 98.18K |
INVESCO EXCH TRADED FD TR IISOLE | RAFI DVLPD MRKTS | 79.12K | SH | $5.53M 1.52% | 0.00 | 0.00 | 79.12K |
NVIDIA CORPORATIONSOLE | COM | 27.67K | SH | $4.83M 1.33% | 0.00 | 0.00 | 27.67K |
ALPHABET INCSOLE | CAP STK CL A | 10.65K | SH | $3.06M 0.84% | 0.00 | 0.00 | 10.65K |
ACLARIS THERAPEUTICS INCSOLE | COM | 714.82K | SH | $2.68M 0.74% | 0.00 | 0.00 | 714.82K |
MICROSOFT CORPSOLE | COM | 6.49K | SH | $2.40M 0.66% | 0.00 | 0.00 | 6.49K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.80K | SH | $2.30M 0.63% | 0.00 | 0.00 | 4.80K |
NOVO-NORDISK A SSOLE | ADR | 57.59K | SH | $2.19M 0.60% | 0.00 | 0.00 | 57.59K |