BRATENAHL, OH
Allocation by class
Portfolio Concentration
Top 3 weight
32.0%
Top 10 weight
60.0%
Voting Authority Distribution
Total shares with voting rights: 884.23K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
884.23K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 36.53K | SH | $27.28M 13.94% | 0.00 | 0.00 | 36.53K |
NVIDIA CORPORATIONSOLE | COM | 119.59K | SH | $23.93M 12.23% | 0.00 | 0.00 | 119.59K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 22.91K | SH | $11.47M 5.86% | 0.00 | 0.00 | 22.91K |
APPLE INCSOLE | COM | 35.11K | SH | $10.16M 5.19% | 0.00 | 0.00 | 35.11K |
MICROSOFT CORPSOLE | COM | 26.11K | SH | $9.74M 4.98% | 0.00 | 0.00 | 26.11K |
VISA INCSOLE | COM CL A | 27.22K | SH | $9.34M 4.77% | 0.00 | 0.00 | 27.22K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 39.90K | SH | $8.49M 4.34% | 0.00 | 0.00 | 39.90K |
MASTERCARD INCORPORATEDSOLE | CL A | 11.07K | SH | $5.68M 2.90% | 0.00 | 0.00 | 11.07K |
ALPHABET INCSOLE | CAP STK CL A | 15.81K | SH | $5.65M 2.89% | 0.00 | 0.00 | 15.81K |
MICRON TECHNOLOGY INCSOLE | COM | 4.86K | SH | $5.61M 2.87% | 0.00 | 0.00 | 4.86K |
ALPHABET INCSOLE | CAP STK CL C | 14.21K | SH | $5.02M 2.57% | 0.00 | 0.00 | 14.21K |
AMAZON COM INCSOLE | COM | 20.23K | SH | $4.82M 2.46% | 0.00 | 0.00 | 20.23K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 52.69K | SH | $4.63M 2.37% | 0.00 | 0.00 | 52.69K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 19.16K | SH | $3.65M 1.87% | 0.00 | 0.00 | 19.16K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.36K | SH | $2.72M 1.39% | 0.00 | 0.00 | 7.36K |
BROADCOM INCSOLE | COM | 7.09K | SH | $2.68M 1.37% | 0.00 | 0.00 | 7.09K |
ISHARES TRSOLE | ISHARES SEMICDTR | 4.03K | SH | $2.58M 1.32% | 0.00 | 0.00 | 4.03K |
SPDR GOLD TRSOLE | GOLD SHS | 6.38K | SH | $2.35M 1.20% | 0.00 | 0.00 | 6.38K |
PARKER-HANNIFIN CORPSOLE | COM | 1.95K | SH | $1.91M 0.97% | 0.00 | 0.00 | 1.95K |
WELLS FARGO & COSOLE | PERP PFD CNV A | 1.58K | SH | $1.83M 0.94% | 0.00 | 0.00 | 1.58K |
PROGRESSIVE CORPSOLE | COM | 8.20K | SH | $1.79M 0.92% | 0.00 | 0.00 | 8.20K |
GLOBAL X FDSSOLE | GLOBAL X URANIUM | 40.24K | SH | $1.76M 0.90% | 0.00 | 0.00 | 40.24K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 14.24K | SH | $1.65M 0.84% | 0.00 | 0.00 | 14.24K |
MCDONALDS CORPSOLE | COM | 6.01K | SH | $1.62M 0.83% | 0.00 | 0.00 | 6.01K |
JPMORGAN CHASE & COSOLE | COM | 4.87K | SH | $1.59M 0.81% | 0.00 | 0.00 | 4.87K |