LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
23.9%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 1.58M
Full voting authority
1.58M
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 |
|---|---|---|---|---|---|---|---|
JPMORGAN ULTRA-SHORT INCOME ETFSOLE | ETF | 402.23K | SH | $20.34M 12.25% | 402.23K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 34.11K | SH | $9.87M 5.94% | 34.11K | 0.00 | 0.00 |
GOLDMAN SACHS ULTRA SHORT BOND ETFSOLE | ETF | 187.38K | SH | $9.48M 5.71% | 187.38K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 30.97K | SH | $7.38M 4.44% | 30.97K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 20.21K | SH | $7.14M 4.30% | 20.21K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 27.62K | SH | $5.53M 3.33% | 27.62K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 34.27K | SH | $4.25M 2.56% | 34.27K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 7.50K | SH | $4.23M 2.55% | 7.50K | 0.00 | 0.00 |
CORNING INC COMSOLE | Stock | 14.29K | SH | $3.65M 2.20% | 14.29K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 14.60K | SH | $3.54M 2.13% | 14.60K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 4.34K | SH | $3.25M 1.96% | 4.34K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 8.84K | SH | $3.16M 1.90% | 8.84K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 8.74K | SH | $2.86M 1.72% | 8.74K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 5.40K | SH | $2.70M 1.63% | 5.40K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Stock | 2.25K | SH | $2.70M 1.63% | 2.25K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INC CL ASOLE | Stock | 3.46K | SH | $2.64M 1.59% | 3.46K | 0.00 | 0.00 |
PALO ALTO NETWORKS INC COMSOLE | Stock | 7.71K | SH | $2.63M 1.58% | 7.71K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 3.47K | SH | $2.59M 1.56% | 3.47K | 0.00 | 0.00 |
TESLA INC COMSOLE | Stock | 5.99K | SH | $2.52M 1.52% | 5.99K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INC COMSOLE | Stock | 4.03K | SH | $2.34M 1.41% | 4.03K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION COMSOLE | Stock | 2.32K | SH | $2.17M 1.31% | 2.32K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | ETF | 5.58K | SH | $2.06M 1.24% | 5.58K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 5.40K | SH | $2.01M 1.21% | 5.40K | 0.00 | 0.00 |
VANGUARD INFORMATION TECHNOLOGY ETFSOLE | ETF | 16.11K | SH | $1.93M 1.16% | 16.11K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC COMSOLE | Stock | 1.89K | SH | $1.91M 1.15% | 1.89K | 0.00 | 0.00 |