SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
19.0%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 2.90M
Full voting authority
2.90M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 76.52K | SH | $12.62M 8.64% | 76.52K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 945.46K | SH | $7.99M 5.47% | 945.46K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 46.13K | SH | $7.10M 4.87% | 46.13K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 22.08K | SH | $7.09M 4.85% | 22.08K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 27.57K | SH | $5.84M 4.00% | 27.57K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 13.91K | SH | $3.86M 2.65% | 13.91K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 18.15K | SH | $3.77M 2.58% | 18.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 36.11K | SH | $3.76M 2.57% | 36.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 33.80K | SH | $3.51M 2.40% | 33.80K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 50.79K | SH | $3.43M 2.35% | 50.79K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 24.30K | SH | $3.36M 2.30% | 24.30K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 31.20K | SH | $3.22M 2.21% | 31.20K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.81K | SH | $3.20M 2.19% | 7.81K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.12K | SH | $2.63M 1.80% | 9.12K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 58.84K | SH | $2.62M 1.79% | 58.84K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 37.96K | SH | $2.61M 1.78% | 37.96K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 10.74K | SH | $2.42M 1.66% | 10.74K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 16.33K | SH | $2.41M 1.65% | 16.33K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 15.71K | SH | $2.34M 1.60% | 15.71K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.31K | SH | $2.32M 1.59% | 9.31K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 56.63K | SH | $2.12M 1.45% | 56.63K | 0.00 | 0.00 |
ARK ETF TRSOLE | INNOVATION ETF | 37.96K | SH | $1.53M 1.05% | 37.96K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-INDS | 13.43K | SH | $1.36M 0.93% | 13.43K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.15K | SH | $1.30M 0.89% | 3.15K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 21.66K | SH | $1.29M 0.88% | 21.66K | 0.00 | 0.00 |