ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
42.1%
Top 10 weight
92.6%
Voting Authority Distribution
Total shares with voting rights: 1.75M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.75M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 137.29K | SH | $51.04M 15.93% | 0.00 | 0.00 | 137.29K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 506.72K | SH | $46.44M 14.49% | 0.00 | 0.00 | 506.72K |
ALPHABET INCSOLE | CAP STK CL A | 130.03K | SH | $37.39M 11.67% | 0.00 | 0.00 | 130.03K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 340.65K | SH | $34.31M 10.71% | 0.00 | 0.00 | 340.65K |
META PLATFORMS INCSOLE | CL A | 54.90K | SH | $31.41M 9.80% | 0.00 | 0.00 | 54.90K |
AMAZON COM INCSOLE | COM | 121.15K | SH | $25.23M 7.88% | 0.00 | 0.00 | 121.15K |
BROADCOM INCSOLE | COM | 63.59K | SH | $19.68M 6.14% | 0.00 | 0.00 | 63.59K |
MICROSOFT CORPSOLE | COM | 51.53K | SH | $19.07M 5.95% | 0.00 | 0.00 | 51.53K |
NVIDIA CORPORATIONSOLE | COM | 101.99K | SH | $17.79M 5.55% | 0.00 | 0.00 | 101.99K |
ORACLE CORPSOLE | COM | 97.41K | SH | $14.33M 4.47% | 0.00 | 0.00 | 97.41K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 72.96K | SH | $7.14M 2.23% | 0.00 | 0.00 | 72.96K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.25K | SH | $5.36M 1.67% | 0.00 | 0.00 | 8.25K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 11.17K | SH | $2.66M 0.83% | 0.00 | 0.00 | 11.17K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.90K | SH | $1.39M 0.43% | 0.00 | 0.00 | 2.90K |
APPLE INCSOLE | COM | 4.70K | SH | $1.19M 0.37% | 0.00 | 0.00 | 4.70K |
EXXON MOBIL CORPSOLE | COM | 6.76K | SH | $1.15M 0.36% | 0.00 | 0.00 | 6.76K |
CHEVRON CORPORATIONSOLE | COM | 3.01K | SH | $623.4K 0.19% | 0.00 | 0.00 | 3.01K |
GE AEROSPACESOLE | COM NEW | 1.66K | SH | $470.2K 0.15% | 0.00 | 0.00 | 1.66K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 3.10K | SH | $454.6K 0.14% | 0.00 | 0.00 | 3.10K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 2.57K | SH | $416.3K 0.13% | 0.00 | 0.00 | 2.57K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 8.16K | SH | $402.7K 0.13% | 0.00 | 0.00 | 8.16K |
PFIZER INCSOLE | COM | 13.22K | SH | $371.2K 0.12% | 0.00 | 0.00 | 13.22K |
GE VERNOVA INCSOLE | COM | 414.00 | SH | $361.4K 0.11% | 0.00 | 0.00 | 414.00 |
CATERPILLAR INCSOLE | COM | 432.00 | SH | $306.1K 0.10% | 0.00 | 0.00 | 432.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 2.68K | SH | $294.2K 0.09% | 0.00 | 0.00 | 2.68K |