FRESNO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
16.4%
Top 10 weight
37.6%
Voting Authority Distribution
Total shares with voting rights: 840.28K
Full voting authority
840.28K
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | ETF | 7.61K | SH | $5.61M 6.25% | 7.61K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 10.88K | SH | $4.57M 5.10% | 10.88K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 22.57K | SH | $4.52M 5.04% | 22.57K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.49K | SH | $4.19M 4.68% | 14.49K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES ISOLE | COM | 5.19K | SH | $3.01M 3.36% | 5.19K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 11.94K | SH | $2.85M 3.18% | 11.94K | 0.00 | 0.00 |
ARK INNOVATION ETFSOLE | ETF | 34.53K | SH | $2.79M 3.11% | 34.53K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 3.18K | SH | $2.38M 2.65% | 3.18K | 0.00 | 0.00 |
JPMORGAN EQUITY PREMIUM INCOME ETFSOLE | ETF | 35.26K | SH | $1.99M 2.22% | 35.26K | 0.00 | 0.00 |
ISHARES DOW JONES U.S. ETFSOLE | ETF | 9.77K | SH | $1.78M 1.99% | 9.77K | 0.00 | 0.00 |
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETFSOLE | ETF | 60.91K | SH | $1.68M 1.88% | 60.91K | 0.00 | 0.00 |
VANECK SEMICONDUCTOR ETFSOLE | ETF | 2.36K | SH | $1.55M 1.73% | 2.36K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 5.11K | SH | $1.52M 1.70% | 5.11K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 1.86K | SH | $1.35M 1.50% | 1.86K | 0.00 | 0.00 |
ISHARES RUSSELL TOP 200 GROWTH ETFSOLE | ETF | 4.57K | SH | $1.33M 1.48% | 4.57K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCLASS ASOLE | CLASS A | 10.74K | SH | $1.25M 1.40% | 10.74K | 0.00 | 0.00 |
ISHARES CORE UNIVERSAL USD BOND ETFSOLE | ETF | 25.05K | SH | $1.16M 1.29% | 25.05K | 0.00 | 0.00 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFSOLE | ETF | 5.82K | SH | $955.6K 1.07% | 5.82K | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | CLASS A | 2.55K | SH | $911.2K 1.02% | 2.55K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 3.55K | SH | $906.1K 1.01% | 3.55K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 774.00 | SH | $892.4K 1.00% | 774.00 | 0.00 | 0.00 |
ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | SPONS ADS | 2.42K | SH | $859.8K 0.96% | 2.42K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARESSOLE | CLASS A | 1.11K | SH | $849.4K 0.95% | 1.11K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.24K | SH | $834.9K 0.93% | 2.24K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 2.48K | SH | $810.2K 0.90% | 2.48K | 0.00 | 0.00 |