CARMEL, IN
Allocation by class
Portfolio Concentration
Top 3 weight
64.8%
Top 10 weight
89.6%
Voting Authority Distribution
Total shares with voting rights: 5.73M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.73M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 580.36K | SH | $215.75M 47.35% | 0.00 | 0.00 | 580.36K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 72.79K | SH | $42.01M 9.22% | 0.00 | 0.00 | 72.79K |
UPSTART HLDGS INCSOLE | COM | 1.47M | SH | $37.64M 8.26% | 0.00 | 0.00 | 1.47M |
LEMONADE INCSOLE | COM | 546.32K | SH | $34.24M 7.52% | 0.00 | 0.00 | 546.32K |
MICRON TECHNOLOGY INCSOLE | COM | 64.69K | SH | $21.85M 4.80% | 0.00 | 0.00 | 64.69K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 25.89K | SH | $16.84M 3.69% | 0.00 | 0.00 | 25.89K |
ORACLE CORPSOLE | COM | 105.80K | SH | $15.56M 3.42% | 0.00 | 0.00 | 105.80K |
NVIDIA CORPORATIONSOLE | COM | 52.77K | SH | $9.20M 2.02% | 0.00 | 0.00 | 52.77K |
AMAZON COM INCSOLE | COM | 37.93K | SH | $7.90M 1.73% | 0.00 | 0.00 | 37.93K |
BITMINE IMMERSION TECNOLOGIESOLE | COM NEW | 369.08K | SH | $7.30M 1.60% | 0.00 | 0.00 | 369.08K |
ELI LILLY & COSOLE | COM | 7.69K | SH | $7.07M 1.55% | 0.00 | 0.00 | 7.69K |
OSCAR HEALTH INCSOLE | CL A | 405.73K | SH | $4.65M 1.02% | 0.00 | 0.00 | 405.73K |
CANDEL THERAPEUTICS INCSOLE | COM | 904.05K | SH | $4.43M 0.97% | 0.00 | 0.00 | 904.05K |
HUNTINGTON BANCSHARES INCSOLE | COM | 253.03K | SH | $3.96M 0.87% | 0.00 | 0.00 | 253.03K |
APPLE INCSOLE | COM | 12.52K | SH | $3.18M 0.70% | 0.00 | 0.00 | 12.52K |
ODDITY TECH LTDSOLE | SHS CL A | 208.44K | SH | $2.79M 0.61% | 0.00 | 0.00 | 208.44K |
SATELLOGIC INCSOLE | COM CL A | 487.44K | SH | $2.65M 0.58% | 0.00 | 0.00 | 487.44K |
TESLA INCSOLE | COM | 7.10K | PRN | $2.64M 0.58% | 0.00 | 0.00 | 7.10K |
ISHARES TRSOLE | CORE US AGGBD ET | 17.56K | SH | $1.74M 0.38% | 0.00 | 0.00 | 17.56K |
ALPHABET INCSOLE | CAP STK CL A | 5.70K | SH | $1.64M 0.36% | 0.00 | 0.00 | 5.70K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.44M 0.32% | 0.00 | 0.00 | 2.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL TEC | 30.30K | SH | $1.37M 0.30% | 0.00 | 0.00 | 30.30K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 17.95K | SH | $1.15M 0.25% | 0.00 | 0.00 | 17.95K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.01K | SH | $964.7K 0.21% | 0.00 | 0.00 | 3.01K |
MICROSOFT CORPSOLE | COM | 2.41K | SH | $891.4K 0.20% | 0.00 | 0.00 | 2.41K |