BEVERLY HILLS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
9.8%
Top 10 weight
23.1%
Voting Authority Distribution
Total shares with voting rights: 9.15M
Full voting authority
9.15M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 100.24K | SH | $25.44M 4.24% | 100.24K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 49.02K | SH | $18.15M 3.02% | 49.02K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 86.36K | SH | $15.06M 2.51% | 86.36K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 46.43K | SH | $13.66M 2.28% | 46.43K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 65.11K | SH | $13.56M 2.26% | 65.11K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | INTER TERM TREAS | 198.16K | SH | $11.80M 1.97% | 198.16K | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 120.76K | SH | $11.35M 1.89% | 120.76K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 17.58K | SH | $10.06M 1.68% | 17.58K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 28.90K | SH | $9.77M 1.63% | 28.90K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 163.65K | SH | $9.58M 1.60% | 163.65K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 190.31K | SH | $9.55M 1.59% | 190.31K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 19.89K | SH | $9.53M 1.59% | 19.89K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 57.12K | SH | $9.44M 1.57% | 57.12K | 0.00 | 0.00 |
CBL & ASSOC PPTYS INCDFND | COMMON STOCK | 227.22K | SH | $8.73M 1.45% | 227.22K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 27.26K | SH | $8.24M 1.37% | 27.26K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | MORTGAGE BACKED | 149.78K | SH | $7.64M 1.27% | 149.78K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 24.02K | SH | $6.89M 1.15% | 24.02K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 21.43K | SH | $6.63M 1.11% | 21.43K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 71.88K | SH | $6.60M 1.10% | 71.88K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | GLOBAL X SILVER | 72.42K | SH | $6.52M 1.09% | 72.42K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 129.48K | SH | $6.52M 1.09% | 129.48K | 0.00 | 0.00 |
KROGER COSOLE | COM | 89.57K | SH | $6.48M 1.08% | 89.57K | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 40.52K | SH | $6.29M 1.05% | 40.52K | 0.00 | 0.00 |
ISHARES TRSOLE | GNMA BOND ETF | 139.09K | SH | $6.17M 1.03% | 139.09K | 0.00 | 0.00 |
CHEVRON CORPORATIONDFND | COM | 28.30K | SH | $5.85M 0.98% | 28.30K | 0.00 | 0.00 |