JACKSON, WY
Allocation by class
Portfolio Concentration
Top 3 weight
15.1%
Top 10 weight
31.3%
Voting Authority Distribution
Total shares with voting rights: 1.63M
Full voting authority
1.63M
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 CORPORATIONSOLE | COM | 69.61K | SH | $13.93M 6.25% | 69.61K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 40.66K | SH | $11.77M 5.28% | 40.66K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 21.09K | SH | $7.87M 3.53% | 21.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 28.98K | SH | $6.91M 3.10% | 28.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 16.22K | SH | $5.80M 2.60% | 16.22K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 14.02K | SH | $5.30M 2.38% | 14.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 6.74K | SH | $5.05M 2.27% | 6.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 14.20K | SH | $5.02M 2.25% | 14.20K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.28K | SH | $4.10M 1.84% | 7.28K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 3.52K | SH | $4.06M 1.82% | 3.52K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 9.29K | SH | $3.91M 1.75% | 9.29K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 5.54K | SH | $3.22M 1.44% | 5.54K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.61K | SH | $3.13M 1.41% | 2.61K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 9.15K | SH | $3.00M 1.34% | 9.15K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.75K | SH | $2.88M 1.29% | 5.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.41K | SH | $2.75M 1.23% | 7.41K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 15.76K | SH | $2.20M 0.99% | 15.76K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 5.56K | SH | $1.91M 0.86% | 5.56K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 2.43K | SH | $1.76M 0.79% | 2.43K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 4.02K | SH | $1.74M 0.78% | 4.02K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 12.21K | SH | $1.67M 0.75% | 12.21K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 800.00 | SH | $1.59M 0.71% | 800.00 | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 1.48K | SH | $1.57M 0.71% | 1.48K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 13.33K | SH | $1.57M 0.70% | 13.33K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 6.12K | SH | $1.55M 0.70% | 6.12K | 0.00 | 0.00 |