SAN DIEGO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
22.8%
Top 10 weight
51.2%
Voting Authority Distribution
Total shares with voting rights: 6.72M
Full voting authority
6.72M
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 TR UNIT SER 1SOLE | ETF | 95.44K | SH | $70.3K 8.11% | 95.44K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | ETF | 96.46K | SH | $66.2K 7.64% | 96.46K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF T TR UNITSOLE | ETF | 325.18K | SH | $61.1K 7.05% | 325.18K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | COM | 243.36K | SH | $58.1K 6.70% | 243.36K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Cl C | 135.28K | SH | $47.8K 5.51% | 135.28K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNMSOLE | ETF | 574.57K | SH | $39.3K 4.54% | 574.57K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 100.83K | SH | $29.1K 3.36% | 100.83K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Cl B | 52.28K | SH | $26.1K 3.02% | 52.28K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDS DIV APP ETFSOLE | ETF | 100.57K | SH | $23.8K 2.75% | 100.57K | 0.00 | 0.00 |
STATE STR SPDR DOW JONES IND UT SER 1SOLE | ETF | 42.17K | SH | $22.0K 2.54% | 42.17K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Cl A | 46.83K | SH | $16.7K 1.93% | 46.83K | 0.00 | 0.00 |
PROSHARES TR ULTRAPRO QQQSOLE | ETF | 198.87K | SH | $16.1K 1.86% | 198.87K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 40.68K | SH | $15.2K 1.75% | 40.68K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGTSOLE | ETF | 61.57K | SH | $13.1K 1.51% | 61.57K | 0.00 | 0.00 |
VANGUARD INDEX FDS TOTAL STK MKTSOLE | ETF | 33.87K | SH | $12.5K 1.45% | 33.87K | 0.00 | 0.00 |
VANGUARD WORLD FD HEALTH CAR ETFSOLE | ETF | 30.90K | SH | $9.3K 1.07% | 30.90K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Cl A | 15.71K | SH | $8.9K 1.02% | 15.71K | 0.00 | 0.00 |
ISHARES TR RUSSELL 3000 ETFSOLE | ETF | 19.33K | SH | $8.2K 0.95% | 19.33K | 0.00 | 0.00 |
DIREXION SHARES ETF TRUST DA 500 BU 3X ETFSOLE | ETF | 30.34K | SH | $8.2K 0.95% | 30.34K | 0.00 | 0.00 |
SPDR GOLD TR GOLD SHSSOLE | ETF | 21.24K | SH | $7.8K 0.90% | 21.24K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | COM | 19.97K | SH | $7.5K 0.87% | 19.97K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 37.42K | SH | $7.5K 0.86% | 37.42K | 0.00 | 0.00 |
PALO ALTO NETWORKS INC COMSOLE | COM | 21.87K | SH | $7.4K 0.86% | 21.87K | 0.00 | 0.00 |
WISDOMTREE TR US QTLY DIV GRTSOLE | ETF | 73.42K | SH | $7.0K 0.81% | 73.42K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | COM | 5.65K | SH | $6.8K 0.78% | 5.65K | 0.00 | 0.00 |