MERRITHEW & THORSTEN INC

PrivateCIK: 2107460
Location

SAN DIEGO, CA

122
Positions
$106.0K
Total AUM (reported)
1.87M
Total Shares

Allocation by class

TOTAL AUM$106.0K122 positions
COM$44.6K42.1%
S&P 500 ETF SHS$25.9K24.4%
UNIT SER 1$16.2K15.3%
CONSUM DIS ETF$6.9K6.5%
CONSUM STP ETF$5.9K5.6%
CAP STK CL A$1.5K1.4%
CAP STK CL C$1.4K1.3%

Portfolio Concentration

Top 357.0%4–1032.1%11–257.9%Rest3.0%TOP 1089.1%0%100%
Top 3$60.5K57.0%
4–10$34.0K32.1%
11–25$8.4K7.9%
Rest$3.2K3.0%

Top 3 weight

57.0%

Top 10 weight

89.1%

Voting Authority Distribution

Total shares with voting rights: 1.87M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.87M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole122
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings122
Rows:

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares43.30K
TypeSH
Market value$25.9K
24.40%
Sole
0.00
Shared
0.00
None
43.30K

PIMCO CORPORATE & INCOME OPP

SOLE
COM
Shares1.52M
TypeSH
Market value$18.4K
17.32%
Sole
0.00
Shared
0.00
None
1.52M

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares28.14K
TypeSH
Market value$16.2K
15.32%
Sole
0.00
Shared
0.00
None
28.14K

APPLE INC

SOLE
COM
Shares36.98K
TypeSH
Market value$9.4K
8.85%
Sole
0.00
Shared
0.00
None
36.98K

VANGUARD WORLD FD

SOLE
CONSUM DIS ETF
Shares19.24K
TypeSH
Market value$6.9K
6.52%
Sole
0.00
Shared
0.00
None
19.24K

VANGUARD WORLD FD

SOLE
CONSUM STP ETF
Shares26.33K
TypeSH
Market value$5.9K
5.58%
Sole
0.00
Shared
0.00
None
26.33K

PROLOGIS INC.

SOLE
COM
Shares44.24K
TypeSH
Market value$5.8K
5.51%
Sole
0.00
Shared
0.00
None
44.24K

REALTY INCOME CORP

SOLE
COM
Shares38.99K
TypeSH
Market value$2.4K
2.25%
Sole
0.00
Shared
0.00
None
38.99K

ORACLE CORP

SOLE
COM
Shares14.15K
TypeSH
Market value$2.1K
1.96%
Sole
0.00
Shared
0.00
None
14.15K

ALPHABET INC

SOLE
CAP STK CL A
Shares5.18K
TypeSH
Market value$1.5K
1.40%
Sole
0.00
Shared
0.00
None
5.18K

ALPHABET INC

SOLE
CAP STK CL C
Shares4.88K
TypeSH
Market value$1.4K
1.32%
Sole
0.00
Shared
0.00
None
4.88K

CATERPILLAR INC

SOLE
COM
Shares1.63K
TypeSH
Market value$1.2K
1.09%
Sole
0.00
Shared
0.00
None
1.63K

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares4.19K
TypeSH
Market value$1.1K
1.04%
Sole
0.00
Shared
0.00
None
4.19K

BALL CORP

SOLE
COM
Shares10.36K
TypeSH
Market value$612.00
0.58%
Sole
0.00
Shared
0.00
None
10.36K

MICROSOFT CORP

SOLE
COM
Shares1.59K
TypeSH
Market value$587.00
0.55%
Sole
0.00
Shared
0.00
None
1.59K

QUALCOMM INC

SOLE
COM
Shares3.42K
TypeSH
Market value$440.00
0.41%
Sole
0.00
Shared
0.00
None
3.42K

SEMPRA

SOLE
COM
Shares4.32K
TypeSH
Market value$419.00
0.40%
Sole
0.00
Shared
0.00
None
4.32K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares640.00
TypeSH
Market value$416.00
0.39%
Sole
0.00
Shared
0.00
None
640.00

COSTCO WHSL CORP NEW

SOLE
COM
Shares397.00
TypeSH
Market value$395.00
0.37%
Sole
0.00
Shared
0.00
None
397.00

PHILLIPS 66

SOLE
COM
Shares1.88K
TypeSH
Market value$341.00
0.32%
Sole
0.00
Shared
0.00
None
1.88K

AMAZON COM INC

SOLE
COM
Shares1.64K
TypeSH
Market value$341.00
0.32%
Sole
0.00
Shared
0.00
None
1.64K

QUEST DIAGNOSTICS INC

SOLE
COM
Shares1.74K
TypeSH
Market value$341.00
0.32%
Sole
0.00
Shared
0.00
None
1.74K

SPROUTS FMRS MKT INC

SOLE
COM
Shares4.02K
TypeSH
Market value$310.00
0.29%
Sole
0.00
Shared
0.00
None
4.02K

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares1.02K
TypeSH
Market value$292.00
0.28%
Sole
0.00
Shared
0.00
None
1.02K

VANGUARD INDEX FDS

SOLE
SM CP VAL ETF
Shares1.13K
TypeSH
Market value$245.00
0.23%
Sole
0.00
Shared
0.00
None
1.13K
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