NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
75.9%
Top 10 weight
92.2%
Voting Authority Distribution
Total shares with voting rights: 21.44M
Full voting authority
21.44M
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 TRSOLE | CORE S&P500 ETF | 1.62M | SH | $1.06B 34.75% | 1.62M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 13.67M | SH | $1.05B 34.39% | 13.67M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 430.10K | SH | $206.10M 6.77% | 430.10K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 644K | SH | $163.44M 5.37% | 644K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 362.17K | SH | $75.43M 2.48% | 362.17K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 250K | SH | $71.89M 2.36% | 250K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 861K | SH | $48.90M 1.61% | 861K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 165K | SH | $48.54M 1.59% | 165K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 580K | SH | $44.93M 1.48% | 580K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 150K | SH | $43.03M 1.41% | 150K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 307K | SH | $41.60M 1.37% | 307K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI BRAZIL ETF | 1.07M | SH | $41.19M 1.35% | 1.07M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 549K | SH | $34.45M 1.13% | 549K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 25K | SH | $33.02M 1.09% | 25K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 60K | SH | $29.49M 0.97% | 60K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 300K | SH | $28.19M 0.93% | 300K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 197K | SH | $18.08M 0.59% | 197K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 98K | SH | $6.00M 0.20% | 98K | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 95.09K | SH | $4.79M 0.16% | 95.09K | 0.00 | 0.00 |