| As of Date | 03/19/2025 |
| ADV Location | LOS ALTOS, CA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 09/19/2011 |
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| AUM* | 504,925,941 24% |
| of that, discretionary | 503,097,393 24% |
| Private Fund GAV* | 0 |
| Avg Account Size | 958,114 31% |
| % High Net Worth | 54.29% 13% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 650 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$21,668,913 | % Position7.00% | $ Change23.00% | # Change-1.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$18,785,769 | % Position6.00% | $ Change-3.00% | # Change-2.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$14,823,508 | % Position5.00% | $ Change3.00% | # Change-1.00% |
| Stck Ticker747525103 | Stock NameQUALCOMM INC | $ Position$9,535,173 | % Position3.00% | $ Change3.00% | # Change-1.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$11,074,219 | % Position3.00% | $ Change30.00% | # Change-5.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$10,157,197 | % Position3.00% | $ Change36.00% | # Change-1.00% |
| Stck Ticker92532F100 | Stock NameVERTEX PHARMACEUTICALS INC | $ Position$7,974,182 | % Position3.00% | $ Change-14.00% | # Change-2.00% |
| Stck Ticker91324P102 | Stock NameUNITEDHEALTH GROUP INC | $ Position$5,288,556 | % Position2.00% | $ Change110.00% | # Change90.00% |
| Stck Ticker931142103 | Stock NameWALMART INC | $ Position$4,876,112 | % Position2.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker00724F101 | Stock NameADOBE INC | $ Position$5,154,383 | % Position2.00% | $ Change-9.00% | # Change-1.00% |