AVON, CO
Allocation by class
Portfolio Concentration
Top 3 weight
20.4%
Top 10 weight
48.8%
Voting Authority Distribution
Total shares with voting rights: 5.52M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.52M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 79.31K | SH | $51.73M 10.06% | 0.00 | 0.00 | 79.31K |
META PLATFORMS INCSOLE | CL A | 46.30K | SH | $26.49M 5.15% | 0.00 | 0.00 | 46.30K |
ISHARES TRSOLE | CORE S&P500 ETF | 40.46K | SH | $26.43M 5.14% | 0.00 | 0.00 | 40.46K |
BOOKING HOLDINGS INCSOLE | COM | 5.97K | SH | $25.15M 4.89% | 0.00 | 0.00 | 5.97K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 364.01K | SH | $23.33M 4.54% | 0.00 | 0.00 | 364.01K |
ALPHABET INCSOLE | CAP STK CL A | 80.13K | SH | $23.04M 4.48% | 0.00 | 0.00 | 80.13K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 70.42K | SH | $22.60M 4.39% | 0.00 | 0.00 | 70.42K |
ALPHABET INCSOLE | CAP STK CL C | 69.49K | SH | $19.93M 3.88% | 0.00 | 0.00 | 69.49K |
APPLE INCSOLE | COM | 65.86K | SH | $16.71M 3.25% | 0.00 | 0.00 | 65.86K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 71.96K | SH | $15.48M 3.01% | 0.00 | 0.00 | 71.96K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.69K | SH | $14.76M 2.87% | 0.00 | 0.00 | 24.69K |
LIBERTY BROADBAND CORPSOLE | COM SER C | 288.16K | SH | $14.49M 2.82% | 0.00 | 0.00 | 288.16K |
AMAZON COM INCSOLE | COM | 65.78K | SH | $13.70M 2.66% | 0.00 | 0.00 | 65.78K |
VALLEY NATL BANCORPSOLE | COM | 1.08M | SH | $13.39M 2.60% | 0.00 | 0.00 | 1.08M |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 87.03K | SH | $12.04M 2.34% | 0.00 | 0.00 | 87.03K |
ISHARES INCSOLE | MSCI MEXICO ETF | 135.66K | SH | $10.21M 1.99% | 0.00 | 0.00 | 135.66K |
ISHARES TRSOLE | MSCI INDIA ETF | 159.41K | SH | $7.47M 1.45% | 0.00 | 0.00 | 159.41K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 50.30K | SH | $7.34M 1.43% | 0.00 | 0.00 | 50.30K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 29.02K | SH | $7.03M 1.37% | 0.00 | 0.00 | 29.02K |
MICROSOFT CORPSOLE | COM | 16.75K | SH | $6.20M 1.21% | 0.00 | 0.00 | 16.75K |
NVIDIA CORPORATIONSOLE | COM | 30.18K | SH | $5.26M 1.02% | 0.00 | 0.00 | 30.18K |
BROADCOM INCSOLE | COM | 15.14K | SH | $4.69M 0.91% | 0.00 | 0.00 | 15.14K |
ROYAL BK CDASOLE | COM | 26.51K | SH | $4.29M 0.83% | 0.00 | 0.00 | 26.51K |
BANK NEW YORK MELLON CORPSOLE | COM | 34.61K | SH | $4.11M 0.80% | 0.00 | 0.00 | 34.61K |
AXON ENTERPRISE INCSOLE | COM | 9.23K | SH | $3.92M 0.76% | 0.00 | 0.00 | 9.23K |