MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
19.6%
Top 10 weight
41.3%
Voting Authority Distribution
Total shares with voting rights: 2.58M
Full voting authority
2.58M
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 | 210.91K | SH | $20.94M 8.21% | 210.91K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 59.21K | SH | $15.03M 5.89% | 59.21K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE UNIVRSL USD | 301.77K | SH | $13.94M 5.47% | 301.77K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 131.51K | SH | $11.91M 4.67% | 131.51K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 25.99K | SH | $9.62M 3.77% | 25.99K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 172.26K | SH | $8.72M 3.42% | 172.26K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ULTRA SHORT BOND | 162.07K | SH | $8.19M 3.21% | 162.07K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 38.54K | SH | $6.72M 2.64% | 38.54K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 18.24K | SH | $5.24M 2.06% | 18.24K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 17.39K | SH | $5.12M 2.01% | 17.39K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.06K | SH | $4.34M 1.70% | 9.06K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 28.32K | SH | $4.17M 1.63% | 28.32K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 108.31K | SH | $3.96M 1.55% | 108.31K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 16.41K | SH | $3.42M 1.34% | 16.41K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 11.11K | SH | $3.19M 1.25% | 11.11K | 0.00 | 0.00 |
ISHARES TRSOLE | SP SMCP600VL ETF | 25.59K | SH | $3.03M 1.19% | 25.59K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 6.86K | SH | $2.95M 1.16% | 6.86K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 23.24K | SH | $2.89M 1.13% | 23.24K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 11.47K | SH | $2.80M 1.10% | 11.47K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 2.59K | SH | $2.58M 1.01% | 2.59K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P MC 400VL ETF | 18.99K | SH | $2.52M 0.99% | 18.99K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 35.28K | SH | $2.38M 0.93% | 35.28K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | DIV RTN EM EQT | 37.16K | SH | $2.31M 0.91% | 37.16K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P SML 600 GWT | 15.03K | SH | $2.17M 0.85% | 15.03K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 9.56K | SH | $2.08M 0.82% | 9.56K | 0.00 | 0.00 |