PARAMUS, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
17.1%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 2.16M
Full voting authority
2.16M
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 |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 23.85K | SH | $10.03M 6.53% | 23.85K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 7.10K | SH | $8.34M 5.43% | 7.10K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 68.31K | SH | $7.97M 5.19% | 68.31K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 25.17K | SH | $7.56M 4.92% | 25.17K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 29.60K | SH | $7.05M 4.59% | 29.60K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 116.39K | SH | $6.95M 4.52% | 116.39K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 11.20K | SH | $6.31M 4.11% | 11.20K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 57.67K | SH | $5.99M 3.90% | 57.67K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 11.26K | SH | $5.84M 3.80% | 11.26K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 19.20K | SH | $5.30M 3.45% | 19.20K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 9.75K | SH | $4.71M 3.06% | 9.75K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 13.68K | SH | $4.14M 2.69% | 13.68K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 125.66K | SH | $4.02M 2.61% | 125.66K | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCSOLE | COM CL A | 61.76K | SH | $3.87M 2.52% | 61.76K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 40.14K | SH | $3.46M 2.25% | 40.14K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 14.86K | SH | $3.24M 2.11% | 14.86K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 38.23K | SH | $2.76M 1.80% | 38.23K | 0.00 | 0.00 |
ISHARES TRSOLE | MICRO-CAP ETF | 12.05K | SH | $2.41M 1.57% | 12.05K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 5.52K | SH | $2.02M 1.31% | 5.52K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 6.11K | SH | $1.87M 1.22% | 6.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 8.92K | SH | $1.76M 1.15% | 8.92K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 7.15K | SH | $1.74M 1.13% | 7.15K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.64K | SH | $1.73M 1.12% | 8.64K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.33K | SH | $1.71M 1.12% | 2.33K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR SP BIOT | 9.95K | SH | $1.57M 1.02% | 9.95K | 0.00 | 0.00 |