NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
10.0%
Top 10 weight
21.1%
Voting Authority Distribution
Total shares with voting rights: 19.86B
Full voting authority
10.47B
shares
Joint voting authority
176.94M
shares
No voting authority
9.22B
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 356.42M | SH | $71.32B 3.77% | 227.58M | 0.00 | 128.84M |
APPLE INCDFND | COM | 242.61M | SH | $70.20B 3.71% | 128.44M | 0.00 | 114.18M |
MICROSOFT CORPDFND | COM | 127.67M | SH | $47.63B 2.52% | 73.17M | 0.00 | 54.51M |
ALPHABET INCDFND | CAP STK CL A | 120.51M | SH | $43.07B 2.28% | 62.18M | 0.00 | 58.33M |
AMAZON COM INCDFND | COM | 179.38M | SH | $42.75B 2.26% | 98.85M | 2M | 78.53M |
BROADCOM INCDFND | COM | 79.04M | SH | $29.86B 1.58% | 47.77M | 0.00 | 31.27M |
ALPHABET INCDFND | CAP STK CL C | 72.43M | SH | $25.59B 1.35% | 45.59M | 0.00 | 26.84M |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 32.29M | SH | $24.11B 1.28% | 13.16M | 0.00 | 19.13M |
META PLATFORMS INCDFND | CL A | 39.44M | SH | $22.21B 1.17% | 23.22M | 1.47M | 14.74M |
JPMORGAN CHASE & CODFND | COM | 67.09M | SH | $21.96B 1.16% | 27.57M | 0.00 | 39.52M |
MICRON TECHNOLOGY INCDFND | COM | 18.47M | SH | $21.32B 1.13% | 13.81M | 0.00 | 4.66M |
ELI LILLY & CODFND | COM | 16.23M | SH | $19.46B 1.03% | 7.54M | 0.00 | 8.69M |
ISHARES TRDFND | CORE S&P500 ETF | 24.67M | SH | $18.48B 0.98% | 1.37M | 0.00 | 23.30M |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 24.88M | SH | $17.09B 0.90% | 6.67M | 0.00 | 18.22M |
TESLA INCDFND | COM | 38.87M | SH | $16.35B 0.86% | 27.12M | 291.34K | 11.46M |
VISA INCDFND | COM CL A | 45.96M | SH | $15.77B 0.83% | 21.41M | 1.46M | 23.09M |
INVESCO QQQ TRDFND | UNIT SER 1 | 21.15M | SH | $15.58B 0.82% | 9.47M | 0.00 | 11.68M |
ISHARES TRDFND | RUS 1000 GRW ETF | 118.89M | SH | $14.76B 0.78% | 2.17M | 0.00 | 116.72M |
ADVANCED MICRO DEVICES INCDFND | COM | 24.29M | SH | $14.11B 0.75% | 16.51M | 0.00 | 7.77M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 26.67M | SH | $13.34B 0.71% | 13.77M | 0.00 | 12.90M |
JOHNSON & JOHNSONDFND | COM | 44.81M | SH | $11.38B 0.60% | 20.64M | 0.00 | 24.17M |
ISHARES INCDFND | CORE MSCI EMKT | 128.28M | SH | $10.63B 0.56% | 16.76M | 0.00 | 111.53M |
ISHARES TRDFND | CORE MSCI EAFE | 106.64M | SH | $10.30B 0.54% | 7.45M | 0.00 | 99.19M |
PALO ALTO NETWORKS INCDFND | COM | 29.45M | SH | $10.04B 0.53% | 9.41M | 0.00 | 20.04M |
WALMART INCDFND | COM | 88.32M | SH | $10.00B 0.53% | 42.37M | 0.00 | 45.95M |