SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
7.5%
Top 10 weight
20.1%
Voting Authority Distribution
Total shares with voting rights: 6.11B
Full voting authority
2.96B
shares
Joint voting authority
0.00
shares
No voting authority
3.16B
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 62.53M | SH | $18.09B 2.93% | 54.86M | 0.00 | 7.67M |
ISHARES TRDFND | CORE S&P500 ETF | 20.43M | SH | $15.30B 2.48% | 644.34K | 0.00 | 19.78M |
MICROSOFT CORPDFND | COM | 34.35M | SH | $12.81B 2.08% | 30.82M | 0.00 | 3.52M |
NVIDIA CORPORATIONDFND | COM | 62.61M | SH | $12.53B 2.03% | 56.02M | 0.00 | 6.59M |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 16.59M | SH | $12.39B 2.01% | 8.16M | 0.00 | 8.43M |
INVESCO QQQ TRDFND | UNIT SER 1 | 16.81M | SH | $12.38B 2.01% | 10.38M | 0.00 | 6.43M |
ALPHABET INCDFND | CAP STK CL A | 31.49M | SH | $11.25B 1.82% | 29.87M | 0.00 | 1.62M |
ISHARES TRDFND | CORE S&P TTL STK | 66.60M | SH | $10.94B 1.77% | 0.00 | 0.00 | 66.60M |
BROADCOM INCDFND | COM | 25.22M | SH | $9.53B 1.54% | 22.73M | 0.00 | 2.49M |
VANGUARD INDEX FDSDFND | MID CAP ETF | 109.71M | SH | $8.84B 1.43% | 15.72K | 0.00 | 109.69M |
AMAZON COM INCDFND | COM | 36.98M | SH | $8.81B 1.43% | 33.32M | 0.00 | 3.66M |
ISHARES TRDFND | CORE MSCI EAFE | 90.73M | SH | $8.76B 1.42% | 0.00 | 0.00 | 90.73M |
ISHARES TRDFND | RUSSELL 2000 ETF | 27.95M | SH | $8.40B 1.36% | 20.91M | 0.00 | 7.04M |
JPMORGAN CHASE & CODFND | COM | 24.11M | SH | $7.89B 1.28% | 22.07M | 0.00 | 2.04M |
ISHARES INCDFND | CORE MSCI EMKT | 91.12M | SH | $7.55B 1.22% | 0.00 | 0.00 | 91.12M |
ALPHABET INCDFND | CAP STK CL C | 20.81M | SH | $7.35B 1.19% | 17.35M | 0.00 | 3.46M |
ISHARES TRDFND | CORE US AGGBD ET | 65.01M | SH | $6.44B 1.04% | 450.75K | 0.00 | 64.56M |
ELI LILLY & CODFND | COM | 5.24M | SH | $6.28B 1.02% | 4.77M | 0.00 | 470.25K |
META PLATFORMS INCDFND | CL A | 10.85M | SH | $6.11B 0.99% | 9.90M | 0.00 | 955.15K |
ISHARES TRDFND | RUS MID CAP ETF | 45.37M | SH | $5.00B 0.81% | 0.00 | 0.00 | 45.37M |
VISA INCDFND | COM CL A | 13.87M | SH | $4.76B 0.77% | 12.90M | 0.00 | 967.12K |
SELECT SECTOR SPDR TRDFND | ST STR TECHN ETF | 24.43M | SH | $4.65B 0.75% | 92.08K | 0.00 | 24.34M |
JOHNSON & JOHNSONDFND | COM | 17.57M | SH | $4.46B 0.72% | 16.69M | 0.00 | 879.67K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 6.46M | SH | $4.44B 0.72% | 0.00 | 0.00 | 6.46M |
CISCO SYS INCDFND | COM | 37.73M | SH | $4.43B 0.72% | 35.37M | 0.00 | 2.36M |