HOUSTON, TX
Allocation by class
Portfolio Concentration
Top 3 weight
54.7%
Top 10 weight
91.6%
Voting Authority Distribution
Total shares with voting rights: 253.28K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
253.28K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500SOLE | TR UNIT | 83.22K | SH | $57.2K 22.59% | 0.00 | 0.00 | 57.22K |
INVESCO QQQ TRUSSOLE | TR UNIT | 59.35K | SH | $42.6K 16.81% | 0.00 | 0.00 | 42.57K |
ISHARES RUSSELLSOLE | TR UNIT | 128.97K | SH | $38.7K 15.30% | 0.00 | 0.00 | 38.75K |
ALPHABET INC-CSOLE | COM | 105.30K | SH | $36.7K 14.49% | 0.00 | 0.00 | 36.70K |
AMAZON.COM INCSOLE | COM | 84.75K | SH | $21.0K 8.29% | 0.00 | 0.00 | 21K |
VANGUARD GRW ETFSOLE | TR UNIT | 187.58K | SH | $16.2K 6.38% | 0.00 | 0.00 | 16.16K |
NVIDIA CORPSOLE | COM | 29.50K | SH | $6.1K 2.41% | 0.00 | 0.00 | 6.11K |
MERCADOLIBRE INCSOLE | COM | 3.10K | SH | $5.6K 2.22% | 0.00 | 0.00 | 5.63K |
ISHARES RUSSELLSOLE | TR UNIT | 13.73K | SH | $5.4K 2.14% | 0.00 | 0.00 | 5.41K |
NETFLIX INCSOLE | COM | 36.80K | SH | $2.5K 0.99% | 0.00 | 0.00 | 2.50K |
ISHARES MICRO-CASOLE | TR UNIT | 11.74K | SH | $2.3K 0.93% | 0.00 | 0.00 | 2.35K |
SS S&P 500 ET-USSOLE | TR UNIT | 2.94K | SH | $2.2K 0.87% | 0.00 | 0.00 | 2.20K |
META PLATFORMS-ASOLE | COM | 2.50K | SH | $1.6K 0.64% | 0.00 | 0.00 | 1.63K |
UNITEDHEALTH GRPSOLE | COM | 3.73K | SH | $1.6K 0.64% | 0.00 | 0.00 | 1.62K |
PALANTIR TECHN-ASOLE | COM | 11.36K | SH | $1.5K 0.60% | 0.00 | 0.00 | 1.51K |
ZSCALER INCSOLE | COM | 9.60K | SH | $1.4K 0.56% | 0.00 | 0.00 | 1.43K |
MICRON TECHSOLE | COM | 1.25K | SH | $1.2K 0.48% | 0.00 | 0.00 | 1.21K |
BROADCOM INCSOLE | COM | 2.90K | SH | $1.1K 0.44% | 0.00 | 0.00 | 1.12K |
TRADE DESK INC-ASOLE | COM | 59.80K | SH | $1.1K 0.43% | 0.00 | 0.00 | 1.09K |
CROWDSTRIKE HO-ASOLE | COM | 4.80K | SH | $917.00 0.36% | 0.00 | 0.00 | 917.00 |
MICROSOFT CORPSOLE | COM | 1.96K | SH | $782.00 0.31% | 0.00 | 0.00 | 782.00 |
TESLA INCSOLE | COM | 1.90K | SH | $718.00 0.28% | 0.00 | 0.00 | 718.00 |
ARK NEXT GENERATSOLE | TR UNIT | 4.88K | SH | $712.00 0.28% | 0.00 | 0.00 | 712.00 |
ROBINHOOD MARK-ASOLE | COM | 5K | SH | $530.00 0.21% | 0.00 | 0.00 | 530.00 |
MARVELL TECHNOLOSOLE | COM | 2.40K | SH | $496.00 0.20% | 0.00 | 0.00 | 496.00 |