NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
10.1%
Top 10 weight
21.2%
Voting Authority Distribution
Total shares with voting rights: 18.94B
Full voting authority
10.11B
shares
Joint voting authority
146.97M
shares
No voting authority
8.68B
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 244.47M | SH | $62.05B 3.74% | 128.09M | 0.00 | 116.38M |
NVIDIA CORPORATIONDFND | COM | 342.95M | SH | $59.81B 3.60% | 216.81M | 0.00 | 126.14M |
MICROSOFT CORPDFND | COM | 124.88M | SH | $46.23B 2.79% | 70.61M | 0.00 | 54.28M |
AMAZON COM INCDFND | COM | 173.93M | SH | $36.22B 2.18% | 93.39M | 2.06M | 78.48M |
ALPHABET INCDFND | CAP STK CL A | 120.96M | SH | $34.78B 2.10% | 62.82M | 0.00 | 58.14M |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 40.50M | SH | $26.34B 1.59% | 21.28M | 0.00 | 19.22M |
BROADCOM INCDFND | COM | 75.94M | SH | $23.50B 1.42% | 45.12M | 0.00 | 30.82M |
META PLATFORMS INCDFND | CL A | 38.08M | SH | $21.79B 1.31% | 22.23M | 1.54M | 14.31M |
ALPHABET INCDFND | CAP STK CL C | 71.67M | SH | $20.56B 1.24% | 44.56M | 0.00 | 27.10M |
JPMORGAN CHASE & CODFND | COM | 68.54M | SH | $20.16B 1.21% | 28.10M | 0.00 | 40.45M |
ISHARES TRDFND | CORE S&P500 ETF | 23.38M | SH | $15.27B 0.92% | 1.99M | 0.00 | 21.40M |
TESLA INCDFND | COM | 39.18M | SH | $14.56B 0.88% | 27.65M | 63.89K | 11.46M |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 24.37M | SH | $14.56B 0.88% | 7.82M | 0.00 | 16.54M |
ELI LILLY & CODFND | COM | 15.44M | SH | $14.20B 0.86% | 7.28M | 0.00 | 8.16M |
VISA INCDFND | COM CL A | 45.98M | SH | $13.90B 0.84% | 22.36M | 1.50M | 22.12M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 26.85M | SH | $12.87B 0.78% | 13.59M | 0.00 | 13.26M |
ISHARES TRDFND | RUS 1000 GRW ETF | 29.76M | SH | $12.69B 0.76% | 787.15K | 0.00 | 28.98M |
INVESCO QQQ TRDFND | UNIT SER 1 | 21.54M | SH | $12.43B 0.75% | 10.37M | 0.00 | 11.17M |
EXXON MOBIL CORPDFND | COM | 71.72M | SH | $12.17B 0.73% | 33.77M | 0.00 | 37.95M |
JOHNSON & JOHNSONDFND | COM | 44.72M | SH | $10.93B 0.66% | 20.44M | 0.00 | 24.28M |
WALMART INCDFND | COM | 85.91M | SH | $10.68B 0.64% | 40.09M | 0.00 | 45.81M |
COSTCO WHOLESALE CORPORATIONDFND | COM | 9.90M | SH | $9.86B 0.59% | 4.47M | 0.00 | 5.43M |
NETFLIX INC.DFND | COM | 99.02M | SH | $9.52B 0.57% | 56.11M | 0.00 | 42.90M |
ISHARES TRDFND | CORE MSCI EAFE | 105.16M | SH | $9.52B 0.57% | 12.65M | 0.00 | 92.51M |
VANGUARD BD INDEX FDSDFND | TOTAL BND MRKT | 125.02M | SH | $9.21B 0.55% | 1.84K | 0.00 | 125.02M |