TEMPE, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
54.3%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 655K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
655K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TR UNIT SER 1SOLE | ETF | 51.96K | SH | $29.99M 22.99% | 0.00 | 0.00 | 51.96K |
ISHARES TR CORE S&P500 ETFSOLE | ETF | 42.11K | SH | $27.50M 21.09% | 0.00 | 0.00 | 42.11K |
NVIDIA CORPORATION COMSOLE | COM | 76.55K | SH | $13.35M 10.23% | 0.00 | 0.00 | 76.55K |
APPLE INC COMSOLE | COM | 24.56K | SH | $6.23M 4.78% | 0.00 | 0.00 | 24.56K |
PALANTIR TECHNOLOGIES INC CL ASOLE | COM | 28.87K | SH | $4.22M 3.24% | 0.00 | 0.00 | 28.87K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | COM | 7.38K | SH | $3.54M 2.71% | 0.00 | 0.00 | 7.38K |
MICROSOFT CORP COMSOLE | COM | 8.60K | SH | $3.18M 2.44% | 0.00 | 0.00 | 8.60K |
ROBINHOOD MKTS INC COM CL ASOLE | COM | 41.12K | SH | $2.85M 2.18% | 0.00 | 0.00 | 41.12K |
COSTCO WHOLESALE CORPORATION COMSOLE | COM | 2.71K | SH | $2.69M 2.07% | 0.00 | 0.00 | 2.71K |
VANGUARD WORLD FD MEGA GRWTH INDSOLE | Mutual fund | 6.52K | SH | $2.40M 1.84% | 0.00 | 0.00 | 6.52K |
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRPSOLE | COM | 3.81K | SH | $2.35M 1.80% | 0.00 | 0.00 | 3.81K |
STATE STR SPDR S&P 500 ETF T TR UNITSOLE | COM | 2.95K | SH | $1.92M 1.47% | 0.00 | 0.00 | 2.95K |
AMAZON COM INC COMSOLE | COM | 8.58K | SH | $1.79M 1.37% | 0.00 | 0.00 | 8.58K |
STATE STR SPDR DOW JONES IND UT SER 1SOLE | COM | 2.70K | SH | $1.25M 0.96% | 0.00 | 0.00 | 2.70K |
WISDOMTREE BITCOIN FD SHS BEN INTSOLE | ETF | 15.60K | SH | $1.12M 0.86% | 0.00 | 0.00 | 15.60K |
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28SOLE | ETF | 52.37K | SH | $1.07M 0.82% | 0.00 | 0.00 | 52.37K |
META PLATFORMS INC CL ASOLE | COM | 1.19K | SH | $678.9K 0.52% | 0.00 | 0.00 | 1.19K |
GOLDMAN SACHS GROUP INC COMSOLE | COM | 783.00 | SH | $662.1K 0.51% | 0.00 | 0.00 | 783.00 |
RTX CORPORATION COMSOLE | COM | 3.41K | SH | $658.3K 0.50% | 0.00 | 0.00 | 3.41K |
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CBSOLE | ETF | 33.06K | SH | $645.7K 0.49% | 0.00 | 0.00 | 33.06K |
VANGUARD SPECIALIZED FUNDS DIV APP ETFSOLE | ETF | 3K | SH | $644.7K 0.49% | 0.00 | 0.00 | 3K |
HOWMET AEROSPACE INC COMSOLE | COM | 2.79K | SH | $643.0K 0.49% | 0.00 | 0.00 | 2.79K |
ISHARES TR RUS 1000 GRW ETFSOLE | ETF | 1.39K | SH | $593.1K 0.45% | 0.00 | 0.00 | 1.39K |
BANK AMERICA CORP COMSOLE | COM | 12.06K | SH | $588.0K 0.45% | 0.00 | 0.00 | 12.06K |
SELECT SECTOR SPDR TR STATE STREET FINSOLE | ETF | 11.47K | SH | $566.3K 0.43% | 0.00 | 0.00 | 11.47K |