BEVERLY HILLS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
10.7%
Top 10 weight
27.4%
Voting Authority Distribution
Total shares with voting rights: 8.40M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.40M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 79.54K | SH | $23.02M 4.38% | 0.00 | 0.00 | 79.54K |
JPMORGAN CHASE & COSOLE | COM | 51.31K | SH | $16.79M 3.20% | 0.00 | 0.00 | 51.31K |
NVIDIA CORPORATIONSOLE | COM | 82.79K | SH | $16.56M 3.16% | 0.00 | 0.00 | 82.79K |
AMAZON COM INCOTR | COM | 64.40K | SH | $15.35M 2.92% | 0.00 | 0.00 | 64.40K |
MICROSOFT CORPSOLE | COM | 40.34K | SH | $15.05M 2.87% | 0.00 | 0.00 | 40.34K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 236.20K | SH | $13.93M 2.65% | 0.00 | 0.00 | 236.20K |
SCHWAB CHARLES CORPSOLE | COM | 128.95K | SH | $11.90M 2.27% | 0.00 | 0.00 | 128.95K |
TAIWAN SEMICONDUCTOR MANUFACOTR | SPONSORED ADS | 23.68K | SH | $11.31M 2.15% | 0.00 | 0.00 | 23.68K |
VISA INCOTR | COM CL A | 29.36K | SH | $10.07M 1.92% | 0.00 | 0.00 | 29.36K |
META PLATFORMS INCSOLE | CL A | 17.56K | SH | $9.89M 1.88% | 0.00 | 0.00 | 17.56K |
VANGUARD SCOTTSDALE FDSOTR | SHORT TERM TREAS | 169.63K | SH | $9.87M 1.88% | 0.00 | 0.00 | 169.63K |
VERIZON COMMUNICATIONS INCOTR | COM | 213.52K | SH | $9.04M 1.72% | 0.00 | 0.00 | 213.52K |
J P MORGAN EXCHANGE TRADED FSOLE | MORTGAGE BACKED | 166.84K | SH | $8.46M 1.61% | 0.00 | 0.00 | 166.84K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 16.86K | SH | $8.44M 1.61% | 0.00 | 0.00 | 16.86K |
CBL & ASSOC PPTYS INCOTR | COMMON STOCK | 152.12K | SH | $8.08M 1.54% | 0.00 | 0.00 | 152.12K |
ALPHABET INCOTR | CAP STK CL C | 22.83K | SH | $8.07M 1.54% | 0.00 | 0.00 | 22.83K |
ELEVANCE HEALTH INC FORMERLYOTR | COM | 20.35K | SH | $7.87M 1.50% | 0.00 | 0.00 | 20.35K |
ALEXANDERS INCSOLE | COM | 25.91K | SH | $7.14M 1.36% | 0.00 | 0.00 | 25.91K |
ALPHABET INCOTR | CAP STK CL A | 19.40K | SH | $6.93M 1.32% | 0.00 | 0.00 | 19.40K |
ISHARES TRSOLE | GNMA BOND ETF | 154.38K | SH | $6.83M 1.30% | 0.00 | 0.00 | 154.38K |
TFS FINL CORPOTR | COM | 374.19K | SH | $6.63M 1.26% | 0.00 | 0.00 | 374.19K |
PEPSICO INCOTR | COM | 48.11K | SH | $6.51M 1.24% | 0.00 | 0.00 | 48.11K |
UNITEDHEALTH GROUP INCSOLE | COM | 15K | SH | $6.23M 1.19% | 0.00 | 0.00 | 15K |
BLACKROCK MUN TARGET TERM TROTR | COM SHS BEN IN | 253.31K | SH | $5.76M 1.10% | 0.00 | 0.00 | 253.31K |
SMURFIT WESTROCK PLCOTR | SHS | 123.60K | SH | $5.72M 1.09% | 0.00 | 0.00 | 123.60K |