Location: Mountain View, CA
CIK: 0002099257 · Show all filings
Period: Q2 2026 (← Previous)
Filing Date: Aug 13, 2026
Total Value: $234M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | 3,417 | $477K | 0.2% | — | — | COM | 458140100 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 427 | $412K | 0.2% | — | — | ORD SHS | G7997R103 |
| PANW | PALO ALTO NETWORKS INC | 1,075 | $367K | 0.2% | — | — | COM | 697435105 |
| VOO | VANGUARD INDEX FDS | 417 | $286K | 0.1% | — | — | S&P 500 ETF SHS | 922908363 |
| EWY | ISHARES INC | 1,386 | $280K | 0.1% | — | — | MSCI STH KOR ETF | 464286772 |
| APH | AMPHENOL CORP | 1,545 | $272K | 0.1% | — | — | CL A | 032095101 |
| FLIN | FRANKLIN TEMPLETON ETF TR | 7,528 | $268K | 0.1% | — | — | FRANKLIN INDIA | 35473P769 |
| ABT | ABBOTT LABORATORIES | 2,866 | $260K | 0.1% | — | — | COM | 002824100 |
| V | VISA INC | 743 | $255K | 0.1% | — | — | COM CL A | 92826C839 |
| SCHF | SCHWAB STRATEGIC TR | 8,964 | $248K | 0.1% | — | — | INTL EQTY ETF | 808524805 |
| CAT | CATERPILLAR INC | 233 | $248K | 0.1% | — | — | COM | 149123101 |
| IAGG | ISHARES TR | 4,436 | $223K | 0.1% | — | — | CORE INTL AGGR | 46435G672 |
| GE | GE AEROSPACE | 591 | $221K | 0.1% | — | — | COM NEW | 369604301 |
| MS | MORGAN STANLEY | 1,014 | $212K | 0.1% | — | — | COM NEW | 617446448 |
| ASML | ASML HLDG NV | 106 | $211K | 0.1% | — | — | N Y REGISTRY SHS | N07059210 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 50,481 (+7.6%) | $18.68M (+24.1%) | 8.0% | — | — | TOTAL STK MKT | 922908769 |
| GOOG | ALPHABET INC | 28,265 (+23.3%) | $9.987M (+51.8%) | 4.3% | — | — | CAP STK CL C | 02079K107 |
| AAPL | APPLE INC | 35,197 (+5.5%) | $10.18M (+20.3%) | 4.4% | — | — | COM | 037833100 |
| MSFT | MICROSOFT CORP | 23,811 (+21.3%) | $8.882M (+22.2%) | 3.8% | — | — | COM | 594918104 |
| META | META PLATFORMS INC | 15,863 (+21.6%) | $8.935M (+19.7%) | 3.8% | — | — | CL A | 30303M102 |
| AMZN | AMAZON COM INC | 36,114 (+3.6%) | $8.607M (+18.6%) | 3.7% | — | — | COM | 023135106 |
| TSLA | TESLA INC | 10,771 (+25.7%) | $4.53M (+42.2%) | 1.9% | — | — | COM | 88160R101 |
| VEA | VANGUARD TAX-MANAGED FDS | 98,564 (+8.3%) | $7.023M (+20.4%) | 3.0% | — | — | VAN FTSE DEV MKT | 921943858 |
| NVDA | NVIDIA CORPORATION | 25,056 (+13.6%) | $5.013M (+30.3%) | 2.1% | — | — | COM | 67066G104 |
| XLP | SELECT SECTOR SPDR TR | 152,908 (+6.9%) | $12.7M (+8.4%) | 5.4% | — | — | ST STR STAPL ETF | 81369Y308 |
| GOOGL | ALPHABET INC | 7,636 (+11.1%) | $2.729M (+38.1%) | 1.2% | — | — | CAP STK CL A | 02079K305 |
| VWO | VANGUARD INTL EQUITY INDEX F | 62,985 (+8.9%) | $3.76M (+20.3%) | 1.6% | — | — | FTSE EMR MKT ETF | 922042858 |
| BNDX | VANGUARD CHARLOTTE FDS | 106,552 (+11.4%) | $5.148M (+12.3%) | 2.2% | — | — | TOTAL INT BD ETF | 92203J407 |
| XLU | SELECT SECTOR SPDR TR | 101,541 (+15.0%) | $4.604M (+13.6%) | 2.0% | — | — | ST STR UTIL ETF | 81369Y886 |
| AMAT | APPLIED MATLS INC | 1,104 (+24.7%) | $798K (+163.9%) | 0.3% | — | — | COM | 038222105 |
| XLC | SELECT SECTOR SPDR TR | 20,577 (+30.5%) | $2.204M (+26.1%) | 0.9% | — | — | ST STR SVC ETF | 81369Y852 |
| ISRG | INTUITIVE SURGICAL INC | 3,736 (+67.1%) | $1.486M (+44.1%) | 0.6% | — | — | COM NEW | 46120E602 |
| BND | VANGUARD BD INDEX FDS | 57,251 (+12.2%) | $4.189M (+11.9%) | 1.8% | — | — | TOTAL BND MRKT | 921937835 |
| XLE | SELECT SECTOR SPDR TR | 56,521 (+35.1%) | $3.002M (+17.2%) | 1.3% | — | — | ST STR ENERG ETF | 81369Y506 |
| ADBE | ADOBE INC | 7,861 (+61.9%) | $1.612M (+36.6%) | 0.7% | — | — | COM | 00724F101 |
| LRCX | LAM RESEARCH CORP | 1,798 (+1.2%) | $779K (+105.3%) | 0.3% | — | — | COM NEW | 512807306 |
| SIVR | ABRDN SILVER ETF TRUST | 30,582 (+4.8%) | $1.719M (-17.7%) | 0.7% | — | — | PHYSCL SILVR SHS | 003264108 |
| CRM | SALESFORCE INC | 10,254 (+47.2%) | $1.606M (+23.5%) | 0.7% | — | — | COM | 79466L302 |
| IAU | ISHARES GOLD TR | 23,852 (+1.8%) | $1.801M (-12.8%) | 0.8% | — | — | ISHARES NEW | 464285204 |
| SYM | SYMBOTIC INC | 29,219 (+47.8%) | $1.313M (+24.9%) | 0.6% | — | — | CLASS A COM | 87151X101 |
| CDNS | CADENCE DESIGN SYSTEM INC | 1,549 (+31.4%) | $581K (+77.5%) | 0.2% | — | — | COM | 127387108 |
| BOTZ | GLOBAL X FDS | 30,786 (+11.4%) | $1.168M (+27.3%) | 0.5% | — | — | RBTCS ARTFL INTE | 37954Y715 |
| SGOL | ETFS GOLD TR | 46,117 (+2.3%) | $1.763M (-12.4%) | 0.8% | — | — | PHYSCL GOLD SHS | 00326A104 |
| SNPS | SYNOPSYS INC | 1,154 (+70.7%) | $515K (+92.1%) | 0.2% | — | — | COM | 871607107 |
| AVGO | BROADCOM INC | 2,839 (+6.3%) | $1.072M (+29.7%) | 0.5% | — | — | COM | 11135F101 |
| LSCC | LATTICE SEMICONDUCTOR CORP | 3,006 (+27.2%) | $460K (+109.8%) | 0.2% | — | — | COM | 518415104 |
| ITOT | ISHARES TR | 4,735 (+24.0%) | $778K (+43.0%) | 0.3% | — | — | CORE S&P TTL STK | 464287150 |
| XLK | SELECT SECTOR SPDR TR | 3,043 (+5.4%) | $580K (+51.2%) | 0.2% | — | — | ST STR TECHN ETF | 81369Y803 |
| QCOM | QUALCOMM INC | 2,445 (+18.8%) | $452K (+70.5%) | 0.2% | — | — | COM | 747525103 |
| LLY | ELI LILLY & CO | 439 (+8.4%) | $527K (+41.4%) | 0.2% | — | — | COM | 532457108 |
| CSCO | CISCO SYS INC | 3,246 (+3.7%) | $380K (+57.2%) | 0.2% | — | — | COM | 17275R102 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 804 (+45.1%) | $402K (+51.5%) | 0.2% | — | — | CL B NEW | 084670702 |
| PLTR | PALANTIR TECHNOLOGIES INC | 12,093 (+36.0%) | $1.411M (+8.4%) | 0.6% | — | — | CL A | 69608A108 |
| JPM | JPMORGAN CHASE & CO | 1,160 (+21.1%) | $378K (+34.8%) | 0.2% | — | — | COM | 46625H100 |
| XOM | EXXON MOBIL CORP | 5,491 (+10.8%) | $751K (-10.7%) | 0.3% | — | — | COM | 30231G102 |
| PG | PROCTER & GAMBLE CO | 3,447 (+18.9%) | $505K (+20.7%) | 0.2% | — | — | COM | 742718109 |
| VCIT | VANGUARD SCOTTSDALE FDS | 9,763 (+12.0%) | $804K (+11.9%) | 0.3% | — | — | INT-TERM CORP | 92206C870 |
| FLJP | FRANKLIN TEMPLETON ETF TR | 7,771 (+19.8%) | $309K (+31.6%) | 0.1% | — | — | FTSE JAPAN ETF | 35473P744 |
| MCHI | ISHARES TR | 6,048 (+39.1%) | $309K (+26.3%) | 0.1% | — | — | MSCI CHINA ETF | 46429B671 |
| SCHP | SCHWAB STRATEGIC TR | 29,783 (+10.0%) | $783K (+8.7%) | 0.3% | — | — | US TIPS ETF | 808524870 |
| TIP | ISHARES TR | 10,921 (+7.1%) | $1.184M (+5.2%) | 0.5% | — | — | TIPS BD ETF | 464287176 |
| LIN | LINDE PLC | 544 (+18.5%) | $282K (+24.1%) | 0.1% | — | — | SHS | G54950103 |
| JNJ | JOHNSON & JOHNSON | 2,267 (+6.2%) | $576K (+10.3%) | 0.2% | — | — | COM | 478160104 |
| CVX | CHEVRON CORPORATION | 3,438 (+16.6%) | $570K (-6.6%) | 0.2% | — | — | COM | 166764100 |
| HDB | HDFC BANK LTD | 20,847 (+3.9%) | $538K (+7.8%) | 0.2% | — | — | SPONSORED ADS | 40415F101 |
| UPS | UNITED PARCEL SVCS INC | 2,140 (+4.3%) | $230K (+14.0%) | 0.1% | — | — | CL B | 911312106 |
| BABA | ALIBABA GROUP HLDG LTD | 3,672 (+21.1%) | $352K (-7.4%) | 0.2% | — | — | SPONSORED ADS | 01609W102 |
| SCHD | SCHWAB STRATEGIC TR | 12,363 (+4.1%) | $392K (+7.6%) | 0.2% | — | — | US DIVIDEND EQ | 808524797 |
| INFY | INFOSYS LTD | 51,242 (+22.7%) | $538K (-4.7%) | 0.2% | — | — | SPONSORED ADR | 456788108 |
| VZ | VERIZON COMMUNICATIONS INC | 10,267 (+12.6%) | $435K (-5.1%) | 0.2% | — | — | COM | 92343V104 |
| MRK | MERCK & CO INC | 1,989 (+2.3%) | $256K (+9.2%) | 0.1% | — | — | COM | 58933Y105 |
| BIDU | BAIDU INC | 2,660 (+3.6%) | $304K (+6.3%) | 0.1% | — | — | SPON ADR REP A | 056752108 |
| PDD | PDD HOLDINGS INC | 3,811 (+28.3%) | $291K (-4.2%) | 0.1% | — | — | SPONSORED ADS | 722304102 |
| KT | KT CORP | 15,665 (+18.8%) | $271K (-4.3%) | 0.1% | — | — | SPONSORED ADR | 48268K101 |
| HDV | ISHARES TR | 12,463 (+407.2%) | $342K (+2.4%) | 0.1% | — | — | CORE HIGH DV ETF | 46429B663 |
| PSEC | PROSPECT CAP CORP | 27,606 (+2.5%) | $63,770 (-9.3%) | 0.0% | — | — | COM | 74348T102 |
| TM | TOYOTA MOTOR CORP | 1,575 (+22.6%) | $265K (+0.2%) | 0.1% | — | — | ADS | 892331307 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | 3,281 | $315K | 0.1% | — | — | — | 64110L106 |
| XLI | SELECT SECTOR SPDR TR | 1,886 | $305K | 0.1% | — | — | — | 81369Y704 |
| COST | COSTCO WHOLESALE CORPORATION | 297 | $296K | 0.1% | — | — | — | 22160K105 |
| MA | MASTERCARD INCORPORATED | 412 | $206K | 0.1% | — | — | — | 57636Q104 |
| MCK | MCKESSON CORP | 233 | $202K | 0.1% | — | — | — | 58155Q103 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| SSO | PROSHARES TR | 179,193 (-3.4%) | $12.07M (+25.4%) | 5.2% | — | — | PSHS ULT S&P 500 | 74347R107 |
| BIL | SPDR SERIES TRUST | 171,979 (-9.3%) | $15.71M (-9.3%) | 6.7% | — | — | ST STR BLO 1 ETF | 78468R663 |
| AMD | ADVANCED MICRO DEVICES INC | 3,988 (-28.9%) | $2.317M (+103.1%) | 1.0% | — | — | COM | 007903107 |
| USFR | WISDOMTREE TR | 292,338 (-6.6%) | $14.72M (-6.5%) | 6.3% | — | — | FLOATNG RAT TREA | 97717Y527 |
| TFLO | ISHARES TR | 216,130 (-5.5%) | $10.91M (-5.5%) | 4.7% | — | — | TRS FLT RT BD | 46434V860 |
| XLV | SELECT SECTOR SPDR TR | 57,207 (-2.2%) | $9.076M (+5.8%) | 3.9% | — | — | ST STR CARE ETF | 81369Y209 |
| MU | MICRON TECHNOLOGY INC | 577 (-4.2%) | $666K (+227.4%) | 0.3% | — | — | COM | 595112103 |
| MRVL | MARVELL TECHNOLOGY INC | 6,277 (-56.2%) | $1.87M (+31.6%) | 0.8% | — | — | COM | 573874104 |
| TWLO | TWILIO INC | 5,744 (-25.8%) | $1.185M (+21.7%) | 0.5% | — | — | CL A | 90138F102 |
| T | AT&T INC | 16,868 (-1.7%) | $349K (-29.8%) | 0.1% | — | — | COM | 00206R102 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1,177 (-15.9%) | $562K (+18.8%) | 0.2% | — | — | SPONSORED ADS | 874039100 |
| EWT | ISHARES INC | 2,979 (-11.8%) | $324K (+35.1%) | 0.1% | — | — | MSCI TAIWAN ETF | 46434G772 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | 10,292 (-18.4%) | $548K (+16.6%) | 0.2% | — | — | SHS | V5633W109 |
| ORCL | ORACLE CORP | 7,098 (-6.5%) | $1.04M (-6.9%) | 0.4% | — | — | COM | 68389X105 |
| ABBV | ABBVIE INC | 2,191 (-1.5%) | $551K (+14.0%) | 0.2% | — | — | COM | 00287Y109 |
| UMC | UNITED MICROELECTRONICS CORP | 11,969 (-62.1%) | $326K (+14.7%) | 0.1% | — | — | SPON ADR NEW | 910873405 |
| MMM | 3M CO | 3,259 (-3.8%) | $528K (+7.3%) | 0.2% | — | — | COM | 88579Y101 |
| WMT | WALMART INC | 2,451 (-2.0%) | $278K (-10.7%) | 0.1% | — | — | COM | 931142103 |
| SE | SEA LTD | 4,115 (-6.9%) | $394K (+7.7%) | 0.2% | — | — | SPONSORD ADS | 81141R100 |
| NTES | NETEASE COM INC | 2,236 (-6.8%) | $287K (+6.7%) | 0.1% | — | — | SPONSORED ADS | 64110W102 |
| IBN | ICICI BANK LIMITED | 19,335 (-8.3%) | $561K (+2.8%) | 0.2% | — | — | ADR | 45104G104 |
| WIT | WIPRO LTD | 243,411 (-3.1%) | $548K (+2.8%) | 0.2% | — | — | SPON ADR 1 SH | 97651M109 |
| VGK | VANGUARD INTL EQUITY INDEX F | 4,056 (-2.9%) | $359K (+4.3%) | 0.2% | — | — | FTSE EUROPE ETF | 922042874 |
| RDY | DR REDDYS LABS LTD | 36,657 (-5.1%) | $531K (-0.8%) | 0.2% | — | — | ADR | 256135203 |
| EPI | WISDOMTREE TR | 5,817 (-3.1%) | $249K (+1.6%) | 0.1% | — | — | INDIA ERNGS FD | 97717W422 |
| VYM | VANGUARD WHITEHALL FDS | 2,082 (-6.3%) | $329K (-0.1%) | 0.1% | — | — | HIGH DIV YLD | 921946406 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| SPHD | INVESCO EXCH TRADED FD TR II | 6,916 | $352K | 0.2% | — | — | S&P500 HDL VOL | 46138E362 |
| JNK | SPDR SERIES TRUST | 6,892 | $661K | 0.3% | — | — | ST BLOO HIGH ETF | 78468R622 |