PHOENIX, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
15.9%
Top 10 weight
29.5%
Voting Authority Distribution
Total shares with voting rights: 14.11M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
14.11M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 158.10K | SH | $58.50M 6.59% | 0.00 | 0.00 | 158.10K |
NVIDIA CORPORATIONSOLE | COM | 219.86K | SH | $43.99M 4.96% | 0.00 | 0.00 | 219.86K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 447.62K | SH | $38.56M 4.34% | 0.00 | 0.00 | 447.62K |
APPLE INCSOLE | COM | 114.06K | SH | $33.01M 3.72% | 0.00 | 0.00 | 114.06K |
AMAZON COM INCSOLE | COM | 78.16K | SH | $18.63M 2.10% | 0.00 | 0.00 | 78.16K |
BROADCOM INCSOLE | COM | 44.69K | SH | $16.88M 1.90% | 0.00 | 0.00 | 44.69K |
ALPHABET INCSOLE | CAP STK CL A | 43.63K | SH | $15.59M 1.76% | 0.00 | 0.00 | 43.63K |
MICROSOFT CORPSOLE | COM | 37.77K | SH | $14.09M 1.59% | 0.00 | 0.00 | 37.77K |
ISHARES GOLD TRSOLE | ISHARES NEW | 153.69K | SH | $11.60M 1.31% | 0.00 | 0.00 | 153.69K |
MICRON TECHNOLOGY INCSOLE | COM | 9.74K | SH | $11.24M 1.27% | 0.00 | 0.00 | 9.74K |
META PLATFORMS INCSOLE | CL A | 17.28K | SH | $9.74M 1.10% | 0.00 | 0.00 | 17.28K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | AGGREGATE BD ETF | 475.32K | SH | $9.59M 1.08% | 0.00 | 0.00 | 475.32K |
ISHARES U S ETF TRSOLE | SHOR DURA BD ETF | 171.04K | SH | $8.66M 0.98% | 0.00 | 0.00 | 171.04K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 28.54K | SH | $8.57M 0.97% | 0.00 | 0.00 | 28.54K |
LISTED FDS TRSOLE | SHARES CORE BD | 417.19K | SH | $8.53M 0.96% | 0.00 | 0.00 | 417.19K |
SPDR GOLD TRSOLE | GOLD SHS | 22.16K | SH | $8.16M 0.92% | 0.00 | 0.00 | 22.16K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 10.78K | SH | $8.05M 0.91% | 0.00 | 0.00 | 10.78K |
TIDAL TRUST ISOLE | UNLI HFEQ EQ ETF | 305.30K | SH | $7.51M 0.85% | 0.00 | 0.00 | 305.30K |
WISDOMTREE TRSOLE | EFFICIENT LONG | 120.58K | SH | $7.21M 0.81% | 0.00 | 0.00 | 120.58K |
ALPHABET INCSOLE | CAP STK CL C | 19.96K | SH | $7.05M 0.79% | 0.00 | 0.00 | 19.96K |
ISHARES TRSOLE | CORE S&P500 ETF | 9.13K | SH | $6.84M 0.77% | 0.00 | 0.00 | 9.13K |
TRUST FOR PROFESSIONAL MANAGSOLE | CONVERGENCE LNG | 197.49K | SH | $6.74M 0.76% | 0.00 | 0.00 | 197.49K |
KRANESHARES TRUSTSOLE | HEDG HEDG EQ ETF | 229.42K | SH | $6.72M 0.76% | 0.00 | 0.00 | 229.42K |
THE ALGER ETF TRUSTSOLE | MID CAP 40 ETF | 264.92K | SH | $6.57M 0.74% | 0.00 | 0.00 | 264.92K |
TIDAL TRUST IISOLE | RETURN STCKD US | 198.48K | SH | $6.49M 0.73% | 0.00 | 0.00 | 198.48K |