NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
13.3%
Top 10 weight
30.2%
Voting Authority Distribution
Total shares with voting rights: 2.78B
Full voting authority
2.78B
shares
Joint voting authority
294.69K
shares
No voting authority
645.90K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 77.53M | SH | $13.52B 5.76% | 77.52M | 14.82K | 0.00 |
APPLE INCDFND | COM | 35.45M | SH | $9.00B 3.84% | 35.43M | 17.15K | 0.00 |
MICROSOFT CORPDFND | COM | 23.36M | SH | $8.65B 3.69% | 23.34M | 10.68K | 0.00 |
ISHARES TRDFND | RUSSELL 2000 ETF | 34.23M | SH | $8.49B 3.62% | 34.23M | 0.00 | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 13.30M | SH | $7.68B 3.27% | 13.30M | 0.00 | 0.00 |
TESLA INCDFND | COM | 15.27M | SH | $5.68B 2.42% | 15.27M | 639.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 17.17M | SH | $4.94B 2.10% | 17.16M | 3.08K | 0.00 |
AMAZON COM INCDFND | COM | 22.80M | SH | $4.75B 2.03% | 22.80M | 8.61K | 0.00 |
BROADCOM INCDFND | COM | 14.46M | SH | $4.48B 1.91% | 14.46M | 1.39K | 0.00 |
META PLATFORMS INCDFND | CL A | 6.26M | SH | $3.58B 1.53% | 6.26M | 1.04K | 0.00 |
SPDR GOLD TRDFND | GOLD SHS | 7.54M | SH | $3.25B 1.38% | 7.54M | 0.00 | 0.00 |
ISHARES TRDFND | IBOXX HI YD ETF | 40.19M | SH | $3.20B 1.36% | 40.19M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 10.67M | SH | $3.06B 1.30% | 10.66M | 5.23K | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 3.94M | SH | $2.56B 1.09% | 3.94M | 0.00 | 0.00 |
BANK AMERICA CORPDFND | COM | 50.64M | SH | $2.47B 1.05% | 50.64M | 2.20K | 0.00 |
JPMORGAN CHASE & CODFND | COM | 7.27M | SH | $2.14B 0.91% | 7.26M | 6.76K | 0.00 |
SELECT SECTOR SPDR TRDFND | STATE STREET IND | 12.45M | SH | $2.01B 0.86% | 12.45M | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 6.56M | SH | $1.98B 0.85% | 6.56M | 435.00 | 0.00 |
CARVANA CODFND | CL A | 6.26M | SH | $1.97B 0.84% | 6.26M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 3.11M | SH | $1.86B 0.79% | 3.11M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | STATE STREET ENE | 29.29M | SH | $1.79B 0.77% | 29.29M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 5.07M | SH | $1.71B 0.73% | 5.07M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 8.12M | SH | $1.65B 0.70% | 8.12M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 1.74M | SH | $1.60B 0.68% | 1.74M | 486.00 | 0.00 |
ISHARES TRDFND | 20 YR TR BD ETF | 18.03M | SH | $1.56B 0.67% | 18.03M | 0.00 | 0.00 |