AVON, CO
Allocation by class
Portfolio Concentration
Top 3 weight
22.2%
Top 10 weight
49.8%
Voting Authority Distribution
Total shares with voting rights: 6.88M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.88M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 675.35K | SH | $64.25M 9.25% | 0.00 | 0.00 | 675.35K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 79.37K | SH | $59.30M 8.54% | 0.00 | 0.00 | 79.37K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 350.32K | SH | $30.67M 4.42% | 0.00 | 0.00 | 350.32K |
ISHARES TRSOLE | CORE S&P500 ETF | 40.56K | SH | $30.38M 4.37% | 0.00 | 0.00 | 40.56K |
ALPHABET INCSOLE | CAP STK CL A | 80.15K | SH | $28.65M 4.12% | 0.00 | 0.00 | 80.15K |
AXON ENTERPRISE INCSOLE | COM | 49.20K | SH | $27.58M 3.97% | 0.00 | 0.00 | 49.20K |
BOOKING HOLDINGS INCSOLE | COM | 149.40K | SH | $26.63M 3.83% | 0.00 | 0.00 | 149.40K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 367.54K | SH | $26.19M 3.77% | 0.00 | 0.00 | 367.54K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 70.56K | SH | $26.12M 3.76% | 0.00 | 0.00 | 70.56K |
META PLATFORMS INCSOLE | CL A | 46.01K | SH | $25.92M 3.73% | 0.00 | 0.00 | 46.01K |
ALPHABET INCSOLE | CAP STK CL C | 70.82K | SH | $25.02M 3.60% | 0.00 | 0.00 | 70.82K |
APPLE INCSOLE | COM | 68.19K | SH | $19.73M 2.84% | 0.00 | 0.00 | 68.19K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 71.91K | SH | $17.02M 2.45% | 0.00 | 0.00 | 71.91K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23K | SH | $15.80M 2.28% | 0.00 | 0.00 | 23K |
AMAZON COM INCSOLE | COM | 65.68K | SH | $15.65M 2.25% | 0.00 | 0.00 | 65.68K |
VALLEY NATL BANCORPSOLE | COM | 1.04M | SH | $15.35M 2.21% | 0.00 | 0.00 | 1.04M |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 88.90K | SH | $13.96M 2.01% | 0.00 | 0.00 | 88.90K |
ISHARES INCSOLE | MSCI MEXICO ETF | 137.12K | SH | $10.32M 1.49% | 0.00 | 0.00 | 137.12K |
LIBERTY BROADBAND CORPSOLE | COM SER C | 288.16K | SH | $9.58M 1.38% | 0.00 | 0.00 | 288.16K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 29.02K | SH | $8.16M 1.18% | 0.00 | 0.00 | 29.02K |
ISHARES TRSOLE | MSCI INDIA ETF | 159.41K | SH | $7.87M 1.13% | 0.00 | 0.00 | 159.41K |
SPDR SERIES TRUSTSOLE | ST STR SP DIV | 50.31K | SH | $7.66M 1.10% | 0.00 | 0.00 | 50.31K |
MICROSOFT CORPSOLE | COM | 16.87K | SH | $6.29M 0.91% | 0.00 | 0.00 | 16.87K |
NVIDIA CORPORATIONSOLE | COM | 30.34K | SH | $6.07M 0.87% | 0.00 | 0.00 | 30.34K |
BROADCOM INCSOLE | COM | 15.20K | SH | $5.74M 0.83% | 0.00 | 0.00 | 15.20K |