Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIDEMAN & BANCROFT LLP | 94-3254966 | SAN FRANCISCO, CA | N/A | $770K | — |
| RAINS LUCIA & STERN | 94-3328672 | PLEASANT HILL, CA | N/A | $126K | — |
| MESSING ADAM & JASMINE LLP | 47-3433162 | SACRAMENTO, CA | N/A | $90K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Morgan Stanley 131 TOTAL - MONEY MARKET FUNDS | Cash / Money Market | — | $28K | $28K | 2.0% | |
| E.I.N. 77-0387804; PLAN NO. 501 DECEMBER 31, 2024 PAR FAIR VALUE MONEY MARKET FUNDS VALUE COST $ * Morgan Stanley * Morgan Stanley | Cash / Money Market | — | $27K | $27K | 1.9% | |
| NOVO NORDISK A/S ADR | Common Stock | — | $22K | $26K | 1.8% | |
| WASTE MGMT INC | Common Stock | — | $24K | $25K | 1.8% | |
| CANADIAN PACIFIC KANSAS CITY | Other securities | — | $22K | $25K | 1.7% | |
| SYNOPSYS INC | Common Stock | — | $21K | $23K | 1.6% | |
| AON PLC CLASS A | Common Stock | — | $25K | $21K | 1.5% | |
| THERMO FISHER SCIENTIFIC | Other securities | — | $22K | $19K | 1.4% | |
| META PLATFORMS INC CLASS A | Common Stock | — | $23K | $19K | 1.3% | |
| CHEVRON CORP | Common Stock | — | $15K | $17K | 1.2% | |
| JOHNSON & JOHNSON | Other securities | — | $13K | $16K | 1.1% | |
| APPLE INC | Common Stock | — | $20K | $16K | 1.1% | |
| ELEVANCE HEALTH INC | Common Stock | — | $14K | $15K | 1.1% | |
| DIAGEO PLC SPON ADR NEW | Common Stock | — | $13K | $15K | 1.1% | |
| YUM BRANDS INC | Common Stock | — | $24K | $15K | 1.1% | |
| COMCAST CORP CLASS A | Common Stock | — | $14K | $15K | 1.1% | |
| GARTNER INC | Common Stock | — | $17K | $15K | 1.0% | |
| DANAHER CORPORATION | Common Stock | — | $23K | $14K | 1.0% | |
| CENOVUS ENERGY INC COM | Common Stock | — | $12K | $14K | 1.0% | |
| MEDTRONIC PLC SHS | Common Stock | — | $14K | $13K | 0.9% | |
| CME GROUP INC | Common Stock | — | $16K | $13K | 0.9% | |
| PPG INDUSTRIES INC | Common Stock | — | $12K | $13K | 0.9% | |
| MSCI INC COM | Common Stock | — | $20K | $13K | 0.9% | |
| DELTA AIR LINES INC NEW | Common Stock | — | $19K | $13K | 0.9% | |
| TEXAS INSTRUMENTS | Other securities | — | $15K | $13K | 0.9% | |
| ESTEE LAUDER CO INC CLASS A | Common Stock | — | $10K | $13K | 0.9% | |
| SYSCO CORP | Common Stock | — | $15K | $13K | 0.9% | |
| INTUIT INC | Common Stock | — | $25K | $13K | 0.9% | |
| LABCORP HOLDINGS INC | Common Stock | — | $16K | $13K | 0.9% | |
| ECOLAB INC | Common Stock | — | $17K | $12K | 0.9% | |
| UBER TECHNOLOGIES INC | Common Stock | — | $15K | $12K | 0.8% | |
| WORKDAY INC CLASS A | Common Stock | — | $19K | $12K | 0.8% | |
| AIRBUS SE UNSPONSORED ADR | Common Stock | — | $16K | $12K | 0.8% | |
| U S BANCORP COM NEW | Common Stock | — | $13K | $12K | 0.8% | |
| BRISTOL MYERS SQUIBB CO | Common Stock | — | $15K | $11K | 0.8% | |
| CENTENE CORPORATION | Common Stock | — | $12K | $11K | 0.7% | |
| STARBUCKS CORP WASHINGTON | Common Stock | — | $11K | $10K | 0.7% | |
| MICROSOFT CORP | Common Stock | — | $42K | $10K | 0.7% | |
| VISA INC CLASS A | Common Stock | — | $37K | $10K | 0.7% | |
| AMERICAN ELEC PWR CO INC | Common Stock | — | $10K | $10K | 0.7% | |
| UNION PACIFIC CORP | Common Stock | — | $15K | $10K | 0.7% | |
| UNITEDHEALTH GP INC | Common Stock | — | $28K | $10K | 0.7% | |
| NO. OF SHARES COMMON STOCK 74 AIRBNB INC CLASS A | Common Stock | — | $10K | $10K | 0.7% | |
| AMAZON COM INC | Common Stock | — | $57K | $10K | 0.7% | |
| TE CONNECTIVITY PLC | Common Stock | — | $15K | $10K | 0.7% | |
| S&P GLOBAL INC COM | Common Stock | — | $24K | $9K | 0.7% | |
| AMERICAN EXPRESS CO | Common Stock | — | $26K | $9K | 0.7% | |
| CONSTELLATION BRANDS INC CLASS A | Common Stock | — | $9K | $9K | 0.6% | |
| PNC FINL SVCS GP | Other securities | — | $13K | $9K | 0.6% | |
| SEMPRA | Other securities | — | $13K | $8K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BURBANK, CA |
| N/A |
| $25K |
| — |
| HON. JOHN M. TRUE (RET.) | 85-4372751 | BERKELEY, CA | N/A | $10K | — |
| LEONI LAW | 81-4911412 | WALNUT CREEK, CA | N/A | $9K | — |
