BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
6.2%
Top 10 weight
14.3%
Voting Authority Distribution
Total shares with voting rights: 4.79M
Full voting authority
1.89M
shares
Joint voting authority
0.00
shares
No voting authority
2.90M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MKT ETFSOLE | ETF | 10.18K | SH | $3.8K 2.18% | 10.18K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED ETFSOLE | ETF | 50.74K | SH | $3.6K 2.09% | 50.74K | 0.00 | 0.00 |
TERAWULF INCSOLE | COMMON | 134.54K | SH | $3.3K 1.92% | 494.00 | 0.00 | 134.05K |
VANGUARD FTSE EMERGING MARKESOLE | ETF | 42.06K | SH | $2.5K 1.45% | 42.06K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 3.09K | SH | $2.1K 1.22% | 3.09K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COMMON | 10.32K | SH | $2.1K 1.19% | 9.58K | 0.00 | 741.00 |
FERMI INCSOLE | COMMON | 209.57K | SH | $1.9K 1.11% | 841.00 | 0.00 | 208.73K |
ECHO 17JUL26 150 CSOLE | COMMON | 18.60K | SH | $1.9K 1.09% | 64.00 | 0.00 | 18.53K |
VANGUARD HIGH DVD YIELD ETFSOLE | ETF | 11.51K | SH | $1.8K 1.05% | 11.51K | 0.00 | 0.00 |
GALAXY DIGITAL INC-ASOLE | COMMON | 66.16K | SH | $1.8K 1.04% | 0.00 | 0.00 | 66.16K |
HUT 8 CORPSOLE | COMMON | 15.32K | SH | $1.8K 1.02% | 123.00 | 0.00 | 15.19K |
AMERICAN SUPERCONDUCTOR CORPSOLE | COMMON | 41.35K | SH | $1.7K 0.99% | 10.00 | 0.00 | 41.34K |
CORE SCIENTIFIC INCSOLE | COMMON | 66.55K | SH | $1.7K 0.98% | 405.00 | 0.00 | 66.14K |
BABCOCK & WILCOX ENTERPRSOLE | COMMON | 110.10K | SH | $1.6K 0.90% | 0.00 | 0.00 | 110.10K |
ST JOE CO/THESOLE | COMMON | 23.59K | SH | $1.5K 0.85% | 1.50K | 0.00 | 22.10K |
DIREXION DAILY S&P 500 BULLSOLE | ETF | 5.14K | SH | $1.4K 0.80% | 0.00 | 0.00 | 5.14K |
UNUSUAL MACHINES INC /USSOLE | COMMON | 60.80K | SH | $1.4K 0.78% | 0.00 | 0.00 | 60.80K |
APPLE INCSOLE | COMMON | 4.64K | SH | $1.3K 0.77% | 4.64K | 0.00 | 0.00 |
NATIONAL ENERGY SERVICES REUSOLE | COMMON | 44.36K | SH | $1.3K 0.77% | 26.00 | 0.00 | 44.33K |
ALPHABET INC-CL ASOLE | COMMON | 3.62K | SH | $1.3K 0.75% | 3.23K | 0.00 | 381.00 |
COGNEX CORPSOLE | COMMON | 17.52K | SH | $1.3K 0.73% | 916.00 | 0.00 | 16.60K |
TSS INCSOLE | COMMON | 93.09K | SH | $1.1K 0.66% | 0.00 | 0.00 | 93.09K |
ALPHABET INC-CL CSOLE | COMMON | 2.90K | SH | $1.0K 0.59% | 1.85K | 0.00 | 1.05K |
MICRON TECHNOLOGY INCSOLE | COMMON | 879.00 | SH | $1.0K 0.59% | 588.00 | 0.00 | 291.00 |
OSHKOSH CORPSOLE | COMMON | 6.56K | SH | $1.0K 0.58% | 506.00 | 0.00 | 6.05K |