| As of Date | 09/17/2026 |
| Registration | SEC, Approved, 04/18/2018 |
| ADV Location | PALO ALTO, CA, United States |
| Contact Info | 650 xxxxxxx |
| AUM* | 25,499,731,823 41% |
| of that, discretionary | 25,499,731,823 41% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,124,977,652 41% |
| % High Net Worth | 40.00% 10% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$7,841,281,858 | % Position41.00% | $ Change7.00% | # Change-6.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$4,618,447,581 | % Position24.00% | $ Change5.00% | # Change1.00% |
| Stck Ticker722304102 | Stock NamePDD HOLDINGS INC | $ Position$1,908,685,330 | % Position10.00% | $ Change-5.00% | # Change27.00% |
| Stck Ticker88160R101 | Stock NameTESLA INC | $ Position$1,421,796,240 | % Position7.00% | $ Change12.00% | # Change-1.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$1,256,700,261 | % Position7.00% | $ Change-48.00% | # Change-55.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$695,565,438 | % Position4.00% | $ Change-35.00% | # Change-47.00% |
| Stck Ticker674599105 | Stock NameOCCIDENTAL PETE CORP | $ Position$498,401,055 | % Position3.00% | $ Change-25.00% | # Change0.00% |
| Stck TickerG25457105 | Stock NameCREDO TECHNOLOGY GROUP HOLDI | $ Position$190,691,340 | % Position1.00% | $ Change170.00% | # Change-7.00% |
| Stck Ticker254687106 | Stock NameDISNEY WALT CO | $ Position$164,260,250 | % Position1.00% | $ Change13.00% | # Change13.00% |
| Stck Ticker91324P102 | Stock NameUNITEDHEALTH GROUP INC | $ Position$166,085,748 | % Position1.00% | $ Change2.00% | # Change-34.00% |