GONZALES, LA
Allocation by class
Portfolio Concentration
Top 3 weight
71.7%
Top 10 weight
88.5%
Voting Authority Distribution
Total shares with voting rights: 1.18M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.18M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 128.77K | SH | $76.95M 37.47% | 0.00 | 0.00 | 128.77K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 93.58K | SH | $54.01M 26.30% | 0.00 | 0.00 | 93.58K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 484.58K | SH | $16.25M 7.91% | 0.00 | 0.00 | 484.58K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 185.56K | SH | $15.35M 7.48% | 0.00 | 0.00 | 185.56K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 8.26K | SH | $3.83M 1.86% | 0.00 | 0.00 | 8.26K |
NVIDIA CORPORATIONSOLE | COM | 20.36K | SH | $3.55M 1.73% | 0.00 | 0.00 | 20.36K |
APPLE INCSOLE | COM | 13.11K | SH | $3.33M 1.62% | 0.00 | 0.00 | 13.11K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 11.42K | SH | $2.90M 1.41% | 0.00 | 0.00 | 11.42K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 116.70K | SH | $2.89M 1.41% | 0.00 | 0.00 | 116.70K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 7.32K | SH | $2.69M 1.31% | 0.00 | 0.00 | 7.32K |
AMAZON COM INCSOLE | COM | 10.22K | SH | $2.13M 1.04% | 0.00 | 0.00 | 10.22K |
ALPHABET INCSOLE | CAP STK CL A | 7.25K | SH | $2.08M 1.01% | 0.00 | 0.00 | 7.25K |
META PLATFORMS INCSOLE | CL A | 2.75K | SH | $1.57M 0.77% | 0.00 | 0.00 | 2.75K |
GE VERNOVA INCSOLE | COM | 1.34K | SH | $1.17M 0.57% | 0.00 | 0.00 | 1.34K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.63K | SH | $1.16M 0.57% | 0.00 | 0.00 | 3.63K |
RTX CORPORATIONSOLE | COM | 5.76K | SH | $1.11M 0.54% | 0.00 | 0.00 | 5.76K |
GOLDMAN SACHS GROUP INCSOLE | COM | 1.29K | SH | $1.10M 0.53% | 0.00 | 0.00 | 1.29K |
OREILLY AUTOMOTIVE INCSOLE | COM | 11.26K | SH | $1.04M 0.51% | 0.00 | 0.00 | 11.26K |
MICROSOFT CORPSOLE | COM | 2.50K | SH | $925.1K 0.45% | 0.00 | 0.00 | 2.50K |
TESLA INCSOLE | COM | 2.44K | SH | $906.0K 0.44% | 0.00 | 0.00 | 2.44K |
DOVER CORPSOLE | COM | 3.98K | SH | $829.8K 0.40% | 0.00 | 0.00 | 3.98K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.70K | SH | $813.2K 0.40% | 0.00 | 0.00 | 1.70K |
EXXON MOBIL CORPSOLE | COM | 4.60K | SH | $779.9K 0.38% | 0.00 | 0.00 | 4.60K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 5.19K | SH | $759.8K 0.37% | 0.00 | 0.00 | 5.19K |
BROADCOM INCSOLE | COM | 2.28K | SH | $707.0K 0.34% | 0.00 | 0.00 | 2.28K |