WOODLAND HILLS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
25.4%
Top 10 weight
51.3%
Voting Authority Distribution
Total shares with voting rights: 2.82M
Full voting authority
2.82M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 150.57K | SH | $38.21M 13.29% | 150.57K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 32.13K | SH | $18.38M 6.40% | 32.13K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 93.66K | SH | $16.34M 5.68% | 93.66K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 74.17K | SH | $15.45M 5.37% | 74.17K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 53.06K | SH | $15.26M 5.31% | 53.06K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 187.19K | SH | $13.46M 4.68% | 187.19K | 0.00 | 0.00 |
BP PLCSOLE | SPONSORED ADR | 186.63K | SH | $8.77M 3.05% | 186.63K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 22.44K | SH | $8.34M 2.90% | 22.44K | 0.00 | 0.00 |
BOEING COSOLE | COM | 33.88K | SH | $6.74M 2.35% | 33.88K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 17.52K | SH | $6.48M 2.26% | 17.52K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 106.95K | SH | $5.37M 1.87% | 106.95K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 53.33K | SH | $5.14M 1.79% | 53.33K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 89.56K | SH | $4.37M 1.52% | 89.56K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 21.27K | SH | $4.33M 1.51% | 21.27K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 41.98K | SH | $4.04M 1.40% | 41.98K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 16.17K | SH | $3.52M 1.22% | 16.17K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.43K | SH | $3.35M 1.16% | 10.43K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 10.57K | SH | $3.27M 1.14% | 10.57K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 16.29K | SH | $2.76M 0.96% | 16.29K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 8.51K | SH | $2.50M 0.87% | 8.51K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.82K | SH | $2.48M 0.86% | 3.82K | 0.00 | 0.00 |
SEMPRASOLE | COM | 24.30K | SH | $2.36M 0.82% | 24.30K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 8.71K | SH | $2.36M 0.82% | 8.71K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 21.30K | SH | $2.20M 0.77% | 21.30K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 5.77K | SH | $2.12M 0.74% | 5.77K | 0.00 | 0.00 |