PRINCETON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
94.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 106.02K
Full voting authority
106.02K
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 |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRSOLE | GOLD SHS | 7.62K | SH | $3.28M 81.50% | 7.62K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 727.00 | SH | $348.3K 8.66% | 727.00 | 0.00 | 0.00 |
KYVERNA THERAPEUTICS INCSOLE | COM | 18.77K | SH | $162.0K 4.03% | 18.77K | 0.00 | 0.00 |
LEXEO THERAPEUTICS INCSOLE | COM | 13.94K | SH | $80.0K 1.99% | 13.94K | 0.00 | 0.00 |
X4 PHARMACEUTICALS INCSOLE | COM NEW | 15.56K | SH | $64.2K 1.60% | 15.56K | 0.00 | 0.00 |
INHIBIKASE THERAPEUTICS INCSOLE | COM NEW | 28.45K | SH | $47.8K 1.19% | 28.45K | 0.00 | 0.00 |
ALX ONCOLOGY HLDGS INCSOLE | COM | 20.95K | SH | $42.0K 1.04% | 20.95K | 0.00 | 0.00 |