Allocation by class
Portfolio Concentration
Top 3 weight
28.7%
Top 10 weight
58.3%
Voting Authority Distribution
Total shares with voting rights: 3.53M
Full voting authority
3.53M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 658.58K | SH | $49.26M 10.53% | 658.58K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 243.24K | SH | $43.42M 9.28% | 243.24K | 0.00 | 0.00 |
VANGUARD WORLD FDSSOLE | INF TECH ETF | 148.86K | SH | $41.49M 8.87% | 148.86K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 100.27K | SH | $30.92M 6.61% | 100.27K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 148.13K | SH | $30.15M 6.44% | 148.13K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 62.18K | SH | $17.62M 3.77% | 62.18K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 113.81K | SH | $16.00M 3.42% | 113.81K | 0.00 | 0.00 |
ISHARES TRSOLE | EXPND TEC SC ETF | 55.04K | SH | $15.36M 3.28% | 55.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.11K | SH | $14.34M 3.07% | 10.11K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 73.03K | SH | $14.11M 3.02% | 73.03K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 37.32K | SH | $13.61M 2.91% | 37.32K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 4.37K | SH | $12.06M 2.58% | 4.37K | 0.00 | 0.00 |
BLACKSTONE GROUP INCSOLE | COM CL A | 156.16K | SH | $8.85M 1.89% | 156.16K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 41.09K | SH | $7.16M 1.53% | 41.09K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 27.11K | SH | $6.49M 1.39% | 27.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.32K | SH | $6.10M 1.30% | 4.32K | 0.00 | 0.00 |
FIRST TRUST PORTFOLIOS LPSOLE | SHS | 54.02K | SH | $5.89M 1.26% | 54.02K | 0.00 | 0.00 |
BROOKFIELD INFRAST PARTNERSSOLE | LP INT UNIT | 123.05K | SH | $5.06M 1.08% | 123.05K | 0.00 | 0.00 |
ISHARES TRSOLE | JPMORGAN USD EMG | 46.16K | SH | $5.04M 1.08% | 46.16K | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 97.31K | SH | $4.98M 1.06% | 97.31K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 35.81K | SH | $4.74M 1.01% | 35.81K | 0.00 | 0.00 |
FACEBOOK INCSOLE | CL A | 19.08K | SH | $4.33M 0.93% | 19.08K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 22.46K | SH | $4.31M 0.92% | 22.46K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 42.79K | SH | $4.02M 0.86% | 42.79K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM DISNEY | 34.21K | SH | $3.81M 0.82% | 34.21K | 0.00 | 0.00 |