Allocation by class
Portfolio Concentration
Top 3 weight
16.1%
Top 10 weight
37.2%
Voting Authority Distribution
Total shares with voting rights: 126.60M
Full voting authority
126.60M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.66M | SH | $1.18B 6.23% | 3.66M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 6.01M | SH | $1.05B 5.55% | 6.01M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.24M | SH | $821.37M 4.35% | 3.24M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 9.99M | SH | $764.62M 4.05% | 9.99M | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACKERS MSCI | 5.98M | SH | $690.15M 3.66% | 5.98M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.67M | SH | $617.71M 3.27% | 1.67M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 9.94M | SH | $490.95M 2.60% | 9.94M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.28M | SH | $474.16M 2.51% | 2.28M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.65M | SH | $473.47M 2.51% | 1.65M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.48M | SH | $457.49M 2.42% | 1.48M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 2.70M | SH | $396.27M 2.10% | 2.70M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 660.34K | SH | $381.13M 2.02% | 660.34K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 562.01K | SH | $367.11M 1.95% | 562.01K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 588.27K | SH | $336.57M 1.78% | 588.27K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 775.44K | SH | $288.27M 1.53% | 775.44K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 924.94K | SH | $265.33M 1.41% | 924.94K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 1.99M | SH | $265.01M 1.40% | 1.99M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 353.87K | SH | $211.45M 1.12% | 353.87K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 821.45K | SH | $195.19M 1.03% | 821.45K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 1.68M | SH | $186.36M 0.99% | 1.68M | 0.00 | 0.00 |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 391.57K | SH | $181.37M 0.96% | 391.57K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 1.46M | SH | $181.08M 0.96% | 1.46M | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 450.36K | SH | $153.93M 0.82% | 450.36K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 152.22K | SH | $151.67M 0.80% | 152.22K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 163.98K | SH | $150.82M 0.80% | 163.98K | 0.00 | 0.00 |