CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
15.4%
Top 10 weight
37.7%
Voting Authority Distribution
Total shares with voting rights: 888.47K
Full voting authority
888.47K
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 30.43K | SH | $5.31M 6.01% | 30.43K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 21.49K | SH | $4.48M 5.06% | 21.49K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 15.15K | SH | $3.84M 4.35% | 15.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 8.71K | SH | $3.22M 3.65% | 8.71K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.56K | SH | $3.18M 3.60% | 5.56K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 9.22K | SH | $3.11M 3.52% | 9.22K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 9.74K | SH | $3.01M 3.41% | 9.74K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 10.10K | SH | $2.53M 2.86% | 10.10K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 15.92K | SH | $2.33M 2.64% | 15.92K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 8.08K | SH | $2.32M 2.62% | 8.08K | 0.00 | 0.00 |
ALPS ETF TRSOLE | SMITH CORE PLUS | 87.35K | SH | $2.25M 2.55% | 87.35K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 16.29K | SH | $2.02M 2.29% | 16.29K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 5.45K | SH | $2.02M 2.29% | 5.45K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 5.56K | SH | $1.96M 2.21% | 5.56K | 0.00 | 0.00 |
VANECK MERK GOLD ETFSOLE | GOLD SHS | 43.31K | SH | $1.95M 2.21% | 43.31K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 5.83K | SH | $1.87M 2.12% | 5.83K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 19.72K | SH | $1.81M 2.05% | 19.72K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.17K | SH | $1.78M 2.01% | 6.17K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 23.75K | SH | $1.71M 1.93% | 23.75K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 2.20K | SH | $1.61M 1.82% | 2.20K | 0.00 | 0.00 |
WABTECSOLE | COM | 6.28K | SH | $1.57M 1.78% | 6.28K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 5.26K | SH | $1.55M 1.75% | 5.26K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.10K | SH | $1.48M 1.68% | 3.10K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 50.84K | SH | $1.47M 1.67% | 50.84K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 5.16K | SH | $1.46M 1.66% | 5.16K | 0.00 | 0.00 |