SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
7.7%
Top 10 weight
19.2%
Voting Authority Distribution
Total shares with voting rights: 5.96B
Full voting authority
3.14B
shares
Joint voting authority
12.75K
shares
No voting authority
2.82B
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 61.80M | SH | $15.68B 2.96% | 59.88M | 268.00 | 1.92M |
ISHARES TRDFND | CORE S&P500 ETF | 19.59M | SH | $12.79B 2.41% | 473.60K | 0.00 | 19.11M |
MICROSOFT CORPDFND | COM | 33.83M | SH | $12.52B 2.36% | 32.87M | 1.11K | 958.32K |
NVIDIA CORPORATIONDFND | COM | 60.43M | SH | $10.54B 1.99% | 58.27M | 306.00 | 2.17M |
ISHARES TRDFND | CORE S&P TTL STK | 65.97M | SH | $9.40B 1.77% | 0.00 | 0.00 | 65.97M |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 13.33M | SH | $8.67B 1.63% | 4.91M | 0.00 | 8.42M |
BROADCOM INCDFND | COM | 26.19M | SH | $8.11B 1.53% | 25.68M | 162.00 | 514.86K |
ALPHABET INCDFND | CAP STK CL A | 27.92M | SH | $8.03B 1.51% | 27M | 0.00 | 912.67K |
VANGUARD INDEX FDSDFND | MID CAP ETF | 27.77M | SH | $7.98B 1.50% | 910.81K | 0.00 | 26.86M |
AMAZON COM INCDFND | COM | 38.17M | SH | $7.95B 1.50% | 37.01M | 244.00 | 1.17M |
ISHARES TRDFND | CORE MSCI EAFE | 85.18M | SH | $7.71B 1.45% | 0.00 | 0.00 | 85.18M |
INVESCO QQQ TRDFND | UNIT SER 1 | 12.73M | SH | $7.35B 1.39% | 6.55M | 0.00 | 6.19M |
JPMORGAN CHASE & CODFND | COM | 23.03M | SH | $6.78B 1.28% | 22.38M | 65.00 | 650.80K |
ISHARES TRDFND | CORE US AGGBD ET | 63.70M | SH | $6.32B 1.19% | 454.09K | 0.00 | 63.24M |
ISHARES INCDFND | CORE MSCI EMKT | 87.38M | SH | $6.10B 1.15% | 0.00 | 0.00 | 87.38M |
ISHARES TRDFND | RUSSELL 2000 ETF | 24.38M | SH | $6.05B 1.14% | 17.01M | 0.00 | 7.37M |
META PLATFORMS INCDFND | CL A | 9.90M | SH | $5.66B 1.07% | 9.67M | 78.00 | 223.61K |
ALPHABET INCDFND | CAP STK CL C | 18.07M | SH | $5.18B 0.98% | 17.48M | 252.00 | 585K |
ELI LILLY & CODFND | COM | 4.92M | SH | $4.53B 0.85% | 4.83M | 34.00 | 91.25K |
JOHNSON & JOHNSONDFND | COM | 17.20M | SH | $4.21B 0.79% | 16.52M | 0.00 | 687K |
ISHARES TRDFND | RUS MID CAP ETF | 42.83M | SH | $4.16B 0.79% | 0.00 | 0.00 | 42.83M |
CHEVRON CORPORATIONDFND | COM | 19.83M | SH | $4.10B 0.77% | 19.34M | 0.00 | 490.67K |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 61.41M | SH | $3.94B 0.74% | 20K | 0.00 | 61.39M |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 6.25M | SH | $3.73B 0.70% | 0.00 | 0.00 | 6.25M |
WALMART INCDFND | COM | 29.39M | SH | $3.65B 0.69% | 28.53M | 84.00 | 864.06K |