MIAMI, FL
Allocation by class
Portfolio Concentration
Top 3 weight
16.1%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 3.05M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.05M
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 | 41.13K | SH | $30.80M 7.41% | 0.00 | 0.00 | 41.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 27.00 | SH | $20.22M 4.87% | 0.00 | 0.00 | 27.00 |
NVIDIA CORPORATIONSOLE | COM | 79.53K | SH | $15.91M 3.83% | 0.00 | 0.00 | 79.53K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 146.39K | SH | $12.96M 3.12% | 0.00 | 0.00 | 146.39K |
JPMORGAN CHASE & COSOLE | COM | 37.29K | SH | $12.21M 2.94% | 0.00 | 0.00 | 37.29K |
PALO ALTO NETWORKS INCSOLE | COM | 33.15K | SH | $11.30M 2.72% | 0.00 | 0.00 | 33.15K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 25.20K | SH | $10.75M 2.59% | 0.00 | 0.00 | 25.20K |
ALPHABET INCSOLE | CAP STK CL A | 29.41K | SH | $10.51M 2.53% | 0.00 | 0.00 | 29.41K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 297.45K | SH | $9.90M 2.38% | 0.00 | 0.00 | 297.45K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 48.86K | SH | $9.31M 2.24% | 0.00 | 0.00 | 48.86K |
APPLE INCSOLE | COM | 26.52K | SH | $7.67M 1.85% | 0.00 | 0.00 | 26.52K |
SELECT SECTOR SPDR TRSOLE | ST STR CARE ETF | 48.20K | SH | $7.65M 1.84% | 0.00 | 0.00 | 48.20K |
GE VERNOVA INCSOLE | COM | 6.28K | SH | $7.38M 1.78% | 0.00 | 0.00 | 6.28K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABULDRS JAPAN | 96.92K | SH | $7.30M 1.76% | 0.00 | 0.00 | 96.92K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 33.23K | SH | $7.07M 1.70% | 0.00 | 0.00 | 33.23K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.85K | SH | $6.43M 1.55% | 0.00 | 0.00 | 12.85K |
ALPHABET INCSOLE | CAP STK CL C | 17.61K | SH | $6.22M 1.50% | 0.00 | 0.00 | 17.61K |
SPDR GOLD TRSOLE | GOLD SHS | 16.04K | SH | $5.91M 1.42% | 0.00 | 0.00 | 16.04K |
GOLDMAN SACHS GROUP INCSOLE | COM | 5.71K | SH | $5.77M 1.39% | 0.00 | 0.00 | 5.71K |
GE AEROSPACESOLE | COM NEW | 15.10K | SH | $5.64M 1.36% | 0.00 | 0.00 | 15.10K |
BLACKSTONE INCSOLE | COM | 45.91K | SH | $5.40M 1.30% | 0.00 | 0.00 | 45.91K |
ISHARES TRSOLE | ESG OPTIMIZED | 32K | SH | $4.94M 1.19% | 0.00 | 0.00 | 32K |
AMAZON COM INCSOLE | COM | 18.25K | SH | $4.35M 1.05% | 0.00 | 0.00 | 18.25K |
ISHARES TRSOLE | US AER DEF ETF | 17.56K | SH | $4.26M 1.02% | 0.00 | 0.00 | 17.56K |
RTX CORPORATIONSOLE | COM | 20.92K | SH | $3.97M 0.96% | 0.00 | 0.00 | 20.92K |