HARRISBURG, PA
Allocation by class
Portfolio Concentration
Top 3 weight
29.4%
Top 10 weight
52.3%
Voting Authority Distribution
Total shares with voting rights: 2.16M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.16M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 378.38K | SH | $66.05M 19.33% | 0.00 | 0.00 | 378.38K |
APPLE INCSOLE | COM | 70.37K | SH | $17.86M 5.23% | 0.00 | 0.00 | 70.37K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 28.43K | SH | $16.52M 4.83% | 0.00 | 0.00 | 28.43K |
MICROSOFT CORPSOLE | COM | 38.72K | SH | $14.33M 4.20% | 0.00 | 0.00 | 38.72K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 21.56K | SH | $14.02M 4.10% | 0.00 | 0.00 | 21.56K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 88.70K | SH | $13.17M 3.86% | 0.00 | 0.00 | 88.70K |
BROADCOM INCSOLE | COM | 32.28K | SH | $9.99M 2.92% | 0.00 | 0.00 | 32.28K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 49.36K | SH | $9.79M 2.86% | 0.00 | 0.00 | 49.36K |
ALPHABET INCSOLE | CAP STK CL C | 30.94K | SH | $8.90M 2.60% | 0.00 | 0.00 | 30.94K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.79K | SH | $8.05M 2.35% | 0.00 | 0.00 | 16.79K |
AMAZON COM INCSOLE | COM | 33.96K | SH | $7.07M 2.07% | 0.00 | 0.00 | 33.96K |
PPL CORPSOLE | COM | 162.97K | SH | $6.23M 1.82% | 0.00 | 0.00 | 162.97K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 14.67K | SH | $5.74M 1.68% | 0.00 | 0.00 | 14.67K |
META PLATFORMS INCSOLE | CL A | 9.51K | SH | $5.44M 1.59% | 0.00 | 0.00 | 9.51K |
JPMORGAN CHASE & COSOLE | COM | 17.30K | SH | $5.10M 1.49% | 0.00 | 0.00 | 17.30K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 10.28K | SH | $4.49M 1.31% | 0.00 | 0.00 | 10.28K |
WALMART INCSOLE | COM | 33.66K | SH | $4.28M 1.25% | 0.00 | 0.00 | 33.66K |
ALPHABET INCSOLE | CAP STK CL A | 14.55K | SH | $4.18M 1.22% | 0.00 | 0.00 | 14.55K |
ABBVIE INCSOLE | COM | 18.36K | SH | $3.99M 1.17% | 0.00 | 0.00 | 18.36K |
WASTE MGMT INC DELSOLE | COM | 16.47K | SH | $3.78M 1.11% | 0.00 | 0.00 | 16.47K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 13.90K | SH | $3.65M 1.07% | 0.00 | 0.00 | 13.90K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 12.59K | SH | $3.59M 1.05% | 0.00 | 0.00 | 12.59K |
TESLA INCSOLE | COM | 9.26K | SH | $3.45M 1.01% | 0.00 | 0.00 | 9.26K |
CHEVRON CORPORATIONSOLE | COM | 16.27K | SH | $3.37M 0.99% | 0.00 | 0.00 | 16.27K |
ISHARES TRSOLE | ISHARES SEMICDTR | 10.03K | SH | $3.36M 0.98% | 0.00 | 0.00 | 10.03K |