LAS VEGAS, NV
Allocation by class
Portfolio Concentration
Top 3 weight
53.6%
Top 10 weight
77.8%
Voting Authority Distribution
Total shares with voting rights: 380.81K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
380.81K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 27.40K | SH | $16.38M 36.84% | 0.00 | 0.00 | 27.40K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 104.83K | SH | $4.94M 11.10% | 0.00 | 0.00 | 104.83K |
ISHARES TRSOLE | ESG AWR US AGRGT | 53.04K | SH | $2.52M 5.67% | 0.00 | 0.00 | 53.04K |
DBX ETF TRSOLE | XTRACKRS S&P 500 | 33.82K | SH | $2.01M 4.53% | 0.00 | 0.00 | 33.82K |
GOLDMAN SACHS ETF TRSOLE | S&P 500 PREMIUM | 40.08K | SH | $2.01M 4.51% | 0.00 | 0.00 | 40.08K |
APPLE INCSOLE | COM | 6.69K | SH | $1.70M 3.82% | 0.00 | 0.00 | 6.69K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 5.21K | SH | $1.56M 3.50% | 0.00 | 0.00 | 5.21K |
GE AEROSPACESOLE | COM NEW | 4.61K | SH | $1.31M 2.94% | 0.00 | 0.00 | 4.61K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 11.86K | SH | $1.12M 2.51% | 0.00 | 0.00 | 11.86K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4K | SH | $1.05M 2.36% | 0.00 | 0.00 | 4K |
GE VERNOVA INCSOLE | COM | 1.15K | SH | $1.00M 2.26% | 0.00 | 0.00 | 1.15K |
MICROSOFT CORPSOLE | COM | 2.52K | SH | $934.4K 2.10% | 0.00 | 0.00 | 2.52K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.77K | SH | $847.7K 1.91% | 0.00 | 0.00 | 1.77K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.87K | SH | $599.3K 1.35% | 0.00 | 0.00 | 1.87K |
ISHARES TRSOLE | CORE MSCI EAFE | 6.38K | SH | $577.3K 1.30% | 0.00 | 0.00 | 6.38K |
TESLA INCSOLE | COM | 1.16K | SH | $430.1K 0.97% | 0.00 | 0.00 | 1.16K |
NVIDIA CORPORATIONSOLE | COM | 2.13K | SH | $371.5K 0.84% | 0.00 | 0.00 | 2.13K |
CINTAS CORPSOLE | COM | 2K | SH | $338.3K 0.76% | 0.00 | 0.00 | 2K |
ALPHABET INCSOLE | CAP STK CL A | 1.10K | SH | $317.3K 0.71% | 0.00 | 0.00 | 1.10K |
ISHARES TRSOLE | CORE S&P500 ETF | 461.00 | SH | $301.1K 0.68% | 0.00 | 0.00 | 461.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 4.26K | SH | $297.3K 0.67% | 0.00 | 0.00 | 4.26K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 386.00 | SH | $251.2K 0.57% | 0.00 | 0.00 | 386.00 |
AMAZON COM INCSOLE | COM | 1.17K | SH | $242.8K 0.55% | 0.00 | 0.00 | 1.17K |
RESMED INCSOLE | COM | 800.00 | SH | $179.6K 0.40% | 0.00 | 0.00 | 800.00 |
STRYKER CORPORATIONSOLE | COM | 500.00 | SH | $164.3K 0.37% | 0.00 | 0.00 | 500.00 |