WEST HOLLYWOOD, CA
Allocation by class
Portfolio Concentration
Top 3 weight
22.2%
Top 10 weight
51.2%
Voting Authority Distribution
Total shares with voting rights: 822.18K
Full voting authority
822.18K
shares
Joint voting authority
0.00
shares
No voting authority
0.00
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 | 13.54K | SH | $8.83M 8.81% | 13.54K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 40.84K | SH | $7.12M 7.11% | 40.84K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 17.11K | SH | $6.33M 6.32% | 17.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 18.41K | SH | $5.29M 5.28% | 18.41K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 46.73K | SH | $4.54M 4.53% | 46.73K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 46.67K | SH | $4.49M 4.48% | 46.67K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 19.27K | SH | $4.01M 4.01% | 19.27K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 10.68K | SH | $3.97M 3.96% | 10.68K | 0.00 | 0.00 |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 4.58K | SH | $3.39M 3.38% | 4.58K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 11.83K | SH | $3.38M 3.37% | 11.83K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 82.17K | SH | $3.16M 3.15% | 82.17K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 52.31K | SH | $2.97M 2.97% | 52.31K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.26K | SH | $2.95M 2.94% | 10.26K | 0.00 | 0.00 |
ISHARES TRSOLE | US HLTHCARE ETF | 46.96K | SH | $2.89M 2.89% | 46.96K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHARES BIOTECH | 15.19K | SH | $2.56M 2.56% | 15.19K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.30K | SH | $2.46M 2.46% | 4.30K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 2.69K | SH | $2.27M 2.27% | 2.69K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 21.70K | SH | $2.14M 2.13% | 21.70K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 5.30K | SH | $1.98M 1.97% | 5.30K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 6.21K | SH | $1.83M 1.82% | 6.21K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 33.99K | SH | $1.54M 1.53% | 33.99K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | OIL SERVICES ETF | 3.48K | SH | $1.41M 1.40% | 3.48K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 7.84K | SH | $1.37M 1.37% | 7.84K | 0.00 | 0.00 |
ISHARES TRSOLE | US OIL GS EX ETF | 8.99K | SH | $1.37M 1.37% | 8.99K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 17.10K | SH | $1.31M 1.31% | 17.10K | 0.00 | 0.00 |