SHELTON, CT
Allocation by class
Portfolio Concentration
Top 3 weight
23.5%
Top 10 weight
35.9%
Voting Authority Distribution
Total shares with voting rights: 1.24M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.24M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION COMSOLE | COM | 145.57K | SH | $25.39M 14.66% | 0.00 | 0.00 | 149.00 |
APPLE INC COMSOLE | COM | 34.69K | SH | $8.80M 5.08% | 0.00 | 0.00 | 3.10K |
MICROSOFT CORP COMSOLE | COM | 17.50K | SH | $6.48M 3.74% | 0.00 | 0.00 | 403.00 |
AMAZON COM INC COMSOLE | COM | 21.35K | SH | $4.45M 2.57% | 0.00 | 0.00 | 2.50K |
ALPHABET INC CAP STK CL CSOLE | CL C | 11.95K | SH | $3.43M 1.98% | 0.00 | 0.00 | 11.95K |
BROADCOM INC COMSOLE | COM | 11.05K | SH | $3.42M 1.98% | 0.00 | 0.00 | 11.05K |
SPDR GOLD SHARESSOLE | ETF | 7.02K | SH | $3.02M 1.74% | 0.00 | 0.00 | 7.02K |
NEBIUS GROUP N.V. SHS CLASS ASOLE | CL A | 24.40K | SH | $2.53M 1.46% | 0.00 | 0.00 | 24.40K |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 64.63K | SH | $2.51M 1.45% | 0.00 | 0.00 | 16.07K |
ALPHABET INC CAP STK CL ASOLE | CL A | 7.35K | SH | $2.11M 1.22% | 0.00 | 0.00 | 960.00 |
RTX CORPORATION COMSOLE | COM | 10.43K | SH | $2.01M 1.16% | 0.00 | 0.00 | 200.00 |
PALANTIR TECHNOLOGIES INC CL ASOLE | CL A | 13.44K | SH | $1.97M 1.14% | 0.00 | 0.00 | 13.44K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | CL B | 4.05K | SH | $1.94M 1.12% | 0.00 | 0.00 | 442.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 3.18K | SH | $1.90M 1.10% | 0.00 | 0.00 | 974.00 |
EXXON MOBIL CORP COMSOLE | COM | 10.93K | SH | $1.85M 1.07% | 0.00 | 0.00 | 2.71K |
VERTIV HOLDINGS CO COM CL ASOLE | CL A | 7.35K | SH | $1.84M 1.06% | 0.00 | 0.00 | 7.35K |
ADVANCED MICRO DEVICES INC COMSOLE | COM | 8.54K | SH | $1.74M 1.00% | 0.00 | 0.00 | 8.54K |
HOME DEPOT INC COMSOLE | COM | 5.18K | SH | $1.70M 0.98% | 0.00 | 0.00 | 113.00 |
LOCKHEED MARTIN CORP COMSOLE | COM | 2.60K | SH | $1.57M 0.91% | 0.00 | 0.00 | 2.60K |
VANGUARD LARGE-CAP ETFSOLE | ETF | 5.17K | SH | $1.55M 0.89% | 0.00 | 0.00 | 5.17K |
TESLA INC COMSOLE | COM | 4.16K | SH | $1.55M 0.89% | 0.00 | 0.00 | 108.00 |
CATERPILLAR INC COMSOLE | COM | 2.13K | SH | $1.51M 0.87% | 0.00 | 0.00 | 2.13K |
BLOOM ENERGY CORP COM CL ASOLE | CL A | 10.63K | SH | $1.44M 0.83% | 0.00 | 0.00 | 10.63K |
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETFSOLE | ETF | 14.41K | SH | $1.42M 0.82% | 0.00 | 0.00 | 14.41K |
VANGUARD INFORMATION TECHNOLOGY ETFSOLE | ETF | 2.02K | SH | $1.41M 0.82% | 0.00 | 0.00 | 55.00 |