SANDY, UT
Allocation by class
Portfolio Concentration
Top 3 weight
51.6%
Top 10 weight
76.2%
Voting Authority Distribution
Total shares with voting rights: 4M
Full voting authority
4M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 336.90K | SH | $108.08M 42.55% | 336.90K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 437.69K | SH | $11.47M 4.52% | 437.69K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 219.98K | SH | $11.42M 4.50% | 219.98K | 0.00 | 0.00 |
KORNIT DIGITAL LTD.SOLE | SHS | 693.60K | SH | $10.17M 4.00% | 693.60K | 0.00 | 0.00 |
MARVELL TECHNOLOGY, INC.SOLE | COM | 99.86K | SH | $9.89M 3.89% | 99.86K | 0.00 | 0.00 |
TAKE TWO INTERACTIVE SOFTWARE INCSOLE | COM | 48.75K | SH | $9.63M 3.79% | 48.75K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 73.76K | SH | $9.42M 3.71% | 73.76K | 0.00 | 0.00 |
XPEL INCSOLE | COM | 190.66K | SH | $8.44M 3.32% | 190.66K | 0.00 | 0.00 |
IPG PHOTONICS CORPORATIONSOLE | COM | 69.66K | SH | $7.98M 3.14% | 69.66K | 0.00 | 0.00 |
MICROCHIP TECHNOLOGY INCORPORATEDSOLE | COM | 108.31K | SH | $7.00M 2.76% | 108.31K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 98.67K | SH | $6.99M 2.75% | 98.67K | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPORATIONSOLE | COM | 74.55K | SH | $6.83M 2.69% | 74.55K | 0.00 | 0.00 |
SECURITY NATIONAL FINL CORPSOLE | CL A NEW | 717.51K | SH | $6.80M 2.68% | 717.51K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 231.36K | SH | $6.58M 2.59% | 231.36K | 0.00 | 0.00 |
ALPHABET INC.SOLE | CAP STK CL A | 22.63K | SH | $6.51M 2.56% | 22.63K | 0.00 | 0.00 |
TEXAS INSTRUMENTS INC.SOLE | COM | 30.30K | SH | $5.88M 2.32% | 30.30K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 26.81K | SH | $5.58M 2.20% | 26.81K | 0.00 | 0.00 |
WINNEBAGO INDUSTRIES INCSOLE | COM | 153.71K | SH | $4.76M 1.88% | 153.71K | 0.00 | 0.00 |
MASTERCRAFT BOAT HOLDINGS INCSOLE | COM | 219.36K | SH | $4.50M 1.77% | 219.36K | 0.00 | 0.00 |
WHIRLPOOL CORP.SOLE | COM | 58.86K | SH | $3.17M 1.25% | 58.86K | 0.00 | 0.00 |
NOVO-NORDISK A/SSOLE | ADR | 59.93K | SH | $2.25M 0.89% | 59.93K | 0.00 | 0.00 |
SONY GROUP CORPORATIONSOLE | SPONSORED ADR | 29.51K | SH | $610.8K 0.24% | 29.51K | 0.00 | 0.00 |