GREENVILLE, SC
Allocation by class
Portfolio Concentration
Top 3 weight
9.0%
Top 10 weight
22.3%
Voting Authority Distribution
Total shares with voting rights: 1.66B
Full voting authority
1.66B
shares
Joint voting authority
0.00
shares
No voting authority
100.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AppleSOLE | Stock | 231.62K | SH | $61.71M 3.72% | 61.71M | 0.00 | 0.00 |
MicrosoftSOLE | Stock | 115.57K | SH | $47.52M 2.87% | 47.52M | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 200.59K | SH | $39.89M 2.41% | 39.89M | 0.00 | 0.00 |
AmazonSOLE | Stock | 153.68K | SH | $38.19M 2.30% | 38.19M | 0.00 | 0.00 |
JPMorgan ChaseSOLE | Stock | 119.38K | SH | $36.52M 2.20% | 36.52M | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 434.69K | SH | $35.81M 2.16% | 35.81M | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 41.45K | SH | $29.02M 1.75% | 29.02M | 0.00 | 4.00 |
SPDR S&P World ex-USSOLE | ETF | 592.38K | SH | $28.96M 1.75% | 28.96M | 0.00 | 30.00 |
Alphabet CL ASOLE | Stock | 76.65K | SH | $25.84M 1.56% | 25.84M | 0.00 | 0.00 |
iShares S&P Small Cap ETFSOLE | ETF | 193.39K | SH | $25.58M 1.54% | 25.58M | 0.00 | 11.00 |
Berkshire Hathaway CL BSOLE | Stock | 49.70K | SH | $23.56M 1.42% | 23.56M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTD SPONSORED ADSSOLE | ADR | 164.35K | SH | $21.91M 1.32% | 21.91M | 0.00 | 0.00 |
Schwab U.S. Large-Cap GrowthSOLE | ETF | 598.65K | SH | $19.21M 1.16% | 19.21M | 0.00 | 0.00 |
ConocophillipsSOLE | Stock | 149.42K | SH | $17.77M 1.07% | 17.77M | 0.00 | 0.00 |
IntelSOLE | Stock | 272.97K | SH | $17.73M 1.07% | 17.73M | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Stock | 70.71K | SH | $16.88M 1.02% | 16.88M | 0.00 | 0.00 |
COOPER-STANDARD HOLDINGS INC COMSOLE | Stock | 503.97K | SH | $15.38M 0.93% | 15.38M | 0.00 | 0.00 |
Morgan StanleySOLE | Stock | 79.79K | SH | $15.29M 0.92% | 15.29M | 0.00 | 0.00 |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFSOLE | ETF | 161.21K | SH | $14.75M 0.89% | 14.75M | 0.00 | 0.00 |
PaypalSOLE | Stock | 288.71K | SH | $14.31M 0.86% | 14.31M | 0.00 | 0.00 |
ChevronSOLE | Stock | 76.72K | SH | $14.19M 0.86% | 14.19M | 0.00 | 0.00 |
INSPIRE INTERNATIONAL ETFSOLE | ETF | 346.54K | SH | $13.73M 0.83% | 13.73M | 0.00 | 0.00 |
WALMART INC COMSOLE | Stock | 108.33K | SH | $13.52M 0.82% | 13.52M | 0.00 | 0.00 |
BroadcomSOLE | Stock | 33.48K | SH | $13.28M 0.80% | 13.28M | 0.00 | 0.00 |
iShares Bitcoin ETFSOLE | ETF | 302.84K | SH | $12.89M 0.78% | 12.89M | 0.00 | 9.00 |