SOUTH PASADENA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
15.9%
Top 10 weight
35.6%
Voting Authority Distribution
Total shares with voting rights: 57.08M
Full voting authority
57.07M
shares
Joint voting authority
15.53K
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC.SOLE | common | 1.48M | SH | $541.87M 5.32% | 1.48M | 0.00 | 0.00 |
APPLE COMPUTERSOLE | common | 1.73M | SH | $541.37M 5.31% | 1.73M | 0.00 | 0.00 |
NVIDIA CORPSOLE | common | 2.76M | SH | $539.21M 5.29% | 2.76M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | common | 949.84K | SH | $367.34M 3.61% | 946.52K | 0.00 | 0.00 |
AMAZON.COMSOLE | common | 1.39M | SH | $340.14M 3.34% | 1.39M | 0.00 | 0.00 |
SPDR S&P 500SOLE | common | 433.70K | SH | $325.83M 3.20% | 432.39K | 0.00 | 0.00 |
ISHARES S&P 500SOLE | common | 397.11K | SH | $299.72M 2.94% | 397.04K | 0.00 | 0.00 |
BROADCOM INCSOLE | common | 706.68K | SH | $264.23M 2.59% | 706.68K | 0.00 | 0.00 |
JP MORGAN CHASESOLE | common | 676.81K | SH | $228.57M 2.24% | 674.44K | 0.00 | 0.00 |
LILLY ELI & COSOLE | common | 147.56K | SH | $177.09M 1.74% | 147.56K | 0.00 | 0.00 |
APPLIED MATERIALSSOLE | common | 289.64K | SH | $171.70M 1.69% | 289.64K | 0.00 | 0.00 |
VISA INCSOLE | common | 451.40K | SH | $161.26M 1.58% | 451.28K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | common | 259.51K | SH | $155.78M 1.53% | 259.46K | 0.00 | 0.00 |
I SHARES S&P MID 400SOLE | common | 1.90M | SH | $145.09M 1.42% | 1.90M | 0.00 | 0.00 |
BERKSHIRE CLBSOLE | common | 237.94K | SH | $120.54M 1.18% | 237.34K | 0.00 | 0.00 |
VANGUARD FTSE INTLSOLE | common | 1.67M | SH | $120.12M 1.18% | 1.66M | 0.00 | 0.00 |
ISHARES S&PSMCAP 600SOLE | common | 719.52K | SH | $105.63M 1.04% | 717.33K | 1.72K | 0.00 |
TESLA MOTORS INCSOLE | common | 243K | SH | $102.00M 1.00% | 242.97K | 0.00 | 0.00 |
MICRON TECHSOLE | common | 97K | SH | $95.52M 0.94% | 96.98K | 0.00 | 0.00 |
ISHARES EMERG-IEMGSOLE | common | 1.15M | SH | $94.64M 0.93% | 1.15M | 0.00 | 0.00 |
GOLDMAN SACHSSOLE | common | 88.84K | SH | $93.75M 0.92% | 88.81K | 0.00 | 0.00 |
MIDCAP SPDRSOLE | common | 131.41K | SH | $91.55M 0.90% | 126.42K | 569.00 | 0.00 |
RAYTHEON TECHNOLOGIESOLE | common | 445.06K | SH | $89.62M 0.88% | 445.06K | 0.00 | 0.00 |
ISHARES RUSL 2000SOLE | common | 298.62K | SH | $89.26M 0.88% | 298.62K | 0.00 | 0.00 |
TJX COMPANIESSOLE | common | 588.65K | SH | $89.07M 0.87% | 587.63K | 0.00 | 0.00 |