LONDON, X0
Allocation by class
Portfolio Concentration
Top 3 weight
17.9%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 1.52M
Full voting authority
1.52M
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 |
|---|---|---|---|---|---|---|---|
ISHARES MSCI KOKUSAI ETFDFND | MSCI KOKUSAI ETF | 126.20K | SH | $16.8K 8.69% | 126.20K | 0.00 | 0.00 |
NVIDIA CORPDFND | COM | 52.50K | SH | $9.2K 4.73% | 52.50K | 0.00 | 0.00 |
VANGUARD S&P SMALL-CAP 600 EDFND | SMLLCP 600 IDX | 74.80K | SH | $8.6K 4.44% | 74.80K | 0.00 | 0.00 |
APPLE INCDFND | COM | 28K | SH | $7.1K 3.67% | 28K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 600 SMALLDFND | PORTFOLIO S&P600 | 122.58K | SH | $5.9K 3.06% | 122.58K | 0.00 | 0.00 |
AMAZON.COM INCDFND | COM | 28.40K | SH | $5.9K 3.06% | 28.40K | 0.00 | 0.00 |
ALPHABET INC-CL ADFND | COM | 20.50K | SH | $5.9K 3.05% | 20.50K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 14.50K | SH | $5.4K 2.77% | 14.50K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 17.50K | SH | $5.1K 2.66% | 17.50K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL-CAP EDFND | CORE S&P SCP ETF | 36K | SH | $4.5K 2.31% | 36K | 0.00 | 0.00 |
RTX CORPDFND | COM | 20.50K | SH | $4.0K 2.04% | 20.50K | 0.00 | 0.00 |
KLA CORPDFND | COM NEW | 2.60K | SH | $3.8K 1.98% | 2.60K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCDFND | COM NEW | 7.80K | SH | $3.6K 1.86% | 7.80K | 0.00 | 0.00 |
APPLIED MATERIALS INCDFND | COM | 10.30K | SH | $3.5K 1.82% | 10.30K | 0.00 | 0.00 |
WALMART INCDFND | COM | 26K | SH | $3.2K 1.67% | 26K | 0.00 | 0.00 |
CHEVRON CORPDFND | COM | 15K | SH | $3.1K 1.60% | 15K | 0.00 | 0.00 |
WESTERN DIGITAL CORPDFND | COM | 11K | SH | $3.0K 1.54% | 11K | 0.00 | 0.00 |
EQT CORPDFND | COM | 45.50K | SH | $2.9K 1.50% | 45.50K | 0.00 | 0.00 |
EATON CORP PLCDFND | SHS | 8K | SH | $2.9K 1.48% | 8K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 2.90K | SH | $2.7K 1.38% | 2.90K | 0.00 | 0.00 |
CACI INTERNATIONAL INC -CL ADFND | CL A | 4.70K | SH | $2.6K 1.32% | 4.70K | 0.00 | 0.00 |
CONSTELLATION ENERGYDFND | COM | 9K | SH | $2.5K 1.30% | 9K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR-SP ADRDFND | SPONSORED ADS | 7.20K | SH | $2.4K 1.26% | 7.20K | 0.00 | 0.00 |
SS SPDR S&P METALS MININGDFND | STATE STREET SPD | 22K | SH | $2.4K 1.23% | 22K | 0.00 | 0.00 |
SCHWAB (CHARLES) CORPDFND | COM | 25K | SH | $2.4K 1.21% | 25K | 0.00 | 0.00 |