NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
11.8%
Top 10 weight
23.2%
Voting Authority Distribution
Total shares with voting rights: 48.34M
Full voting authority
48.34M
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 CORPORATIONDFND | COM | 821.68K | SH | $143.30M 4.48% | 821.68K | 0.00 | 0.00 |
APPLE INCDFND | COM | 534.62K | SH | $135.68M 4.24% | 534.62K | 0.00 | 0.00 |
ISHARES TRDFND | CORE US AGGBD ET | 990.27K | SH | $98.30M 3.07% | 990.27K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 238.59K | SH | $88.32M 2.76% | 238.59K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 325.69K | SH | $67.83M 2.12% | 325.69K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 170.86K | SH | $49.13M 1.54% | 170.86K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSDFND | TOTAL INT BD ETF | 919.24K | SH | $44.17M 1.38% | 919.24K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 145.40K | SH | $41.71M 1.30% | 145.40K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 129.94K | SH | $40.22M 1.26% | 129.94K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 59.44K | SH | $34.01M 1.06% | 59.44K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | VALUE ETF | 160.88K | SH | $31.56M 0.99% | 160.88K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 99.97K | SH | $29.41M 0.92% | 99.97K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 84.77K | SH | $28.65M 0.90% | 84.77K | 0.00 | 0.00 |
EXXON MOBIL CORPORATION CMNDFND | COM | 165.15K | SH | $28.02M 0.88% | 165.15K | 0.00 | 0.00 |
TESLA INCDFND | COM | 72.42K | SH | $26.92M 0.84% | 72.42K | 0.00 | 0.00 |
VANGUARD STAR FDSDFND | VG TL INTL STK F | 334.70K | SH | $25.81M 0.81% | 334.70K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | GROWTH ETF | 54.27K | SH | $23.70M 0.74% | 54.27K | 0.00 | 0.00 |
ASML HOLDING N.V. ADR CMNDFND | N Y REGISTRY SHS | 17.03K | SH | $22.49M 0.70% | 17.03K | 0.00 | 0.00 |
VISA INC-CLASS A SHARESDFND | COM CL A | 67.62K | SH | $20.44M 0.64% | 67.62K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION CMNDFND | COM | 20.41K | SH | $20.33M 0.64% | 20.41K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 42.19K | SH | $20.22M 0.63% | 42.19K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 21.89K | SH | $20.14M 0.63% | 21.89K | 0.00 | 0.00 |
WALMART INC CMNDFND | COM | 146.79K | SH | $18.24M 0.57% | 146.79K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 72.60K | SH | $17.75M 0.55% | 72.60K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 31.12K | SH | $15.55M 0.49% | 31.12K | 0.00 | 0.00 |