| As of Date | 06/15/2026 |
| Registration | SEC, Approved, 01/14/2025 |
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| ADV Location | MENLO PARK, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 1,518,264,544 |
| of that, discretionary | 1,518,264,544 100% |
| Number of Employees | 138 2200% |
| of those in investment advisory functions | 138 2200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,749 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ERNST & YOUNG LLP | Filing Date06/25/2025 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$447,439,178 | % Position24.00% | $ Change51.00% | # Change31.00% |
| Stck Ticker46436E718 | Stock NameISHARES TR | $ Position$291,903,496 | % Position16.00% | $ Change26.00% | # Change26.00% |
| Stck Ticker464288158 | Stock NameISHARES TR | $ Position$95,957,914 | % Position5.00% | $ Change19.00% | # Change19.00% |
| Stck Ticker97717W851 | Stock NameWISDOMTREE TR | $ Position$55,039,515 | % Position3.00% | $ Change29.00% | # Change18.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$51,877,319 | % Position3.00% | $ Change97.00% | # Change72.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$49,312,759 | % Position3.00% | $ Change15.00% | # Change14.00% |
| Stck Ticker464287655 | Stock NameISHARES TR | $ Position$42,910,961 | % Position2.00% | $ Change39.00% | # Change15.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$35,385,440 | % Position2.00% | $ Change43.00% | # Change25.00% |
| Stck Ticker233051879 | Stock NameDBX ETF TR | $ Position$34,184,264 | % Position2.00% | $ Change | # Change |
| Stck Ticker78464A631 | Stock NameSPDR SERIES TRUST | $ Position$33,320,709 | % Position2.00% | $ Change34.00% | # Change20.00% |