YARDLEY, PA
Allocation by class
Portfolio Concentration
Top 3 weight
10.9%
Top 10 weight
27.0%
Voting Authority Distribution
Total shares with voting rights: 449.23M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
449.23M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | COM | 74.52K | SH | $18.91M 4.21% | 0.00 | 0.00 | 18.91M |
MICROSOFT CORP COMSOLE | COM | 40.71K | SH | $15.07M 3.35% | 0.00 | 0.00 | 15.07M |
NVIDIA CORPORATION COMSOLE | COM | 84.68K | SH | $14.77M 3.29% | 0.00 | 0.00 | 14.77M |
AMAZON COM INC COMSOLE | COM | 68.15K | SH | $14.19M 3.16% | 0.00 | 0.00 | 14.19M |
SPDR GOLD SHARESSOLE | ETF | 26.95K | SH | $11.60M 2.58% | 0.00 | 0.00 | 11.60M |
ALPHABET INC CAP STK CL ASOLE | COM | 39.99K | SH | $11.50M 2.56% | 0.00 | 0.00 | 11.50M |
WISDOMTREE FLOATING RATE TREASURY FUNDSOLE | ETF | 199.76K | SH | $10.06M 2.24% | 0.00 | 0.00 | 10.06M |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFSOLE | ETF | 179.18K | SH | $8.95M 1.99% | 0.00 | 0.00 | 8.95M |
VANGUARD ULTRA-SHORT BOND ETFSOLE | ETF | 164.96K | SH | $8.21M 1.83% | 0.00 | 0.00 | 8.21M |
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 75.10K | SH | $8.18M 1.82% | 0.00 | 0.00 | 8.18M |
BROADCOM INC COMSOLE | COM | 25.14K | SH | $7.78M 1.73% | 0.00 | 0.00 | 7.78M |
META PLATFORMS INC CL ASOLE | COM | 12.21K | SH | $6.99M 1.56% | 0.00 | 0.00 | 6.99M |
HARBOR COMMODITY ALL-WEATHER STRATEGY ETFSOLE | ETF | 212.26K | SH | $6.58M 1.47% | 0.00 | 0.00 | 6.58M |
ISHARES RUSSELL 2000 ETFSOLE | ETF | 24.62K | SH | $6.11M 1.36% | 0.00 | 0.00 | 6.11M |
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETFSOLE | ETF | 38.61K | SH | $5.66M 1.26% | 0.00 | 0.00 | 5.66M |
NETFLIX INC. COMSOLE | COM | 56.09K | SH | $5.39M 1.20% | 0.00 | 0.00 | 5.39M |
APPLIED MATLS INC COMSOLE | COM | 15.30K | SH | $5.23M 1.16% | 0.00 | 0.00 | 5.23M |
ADVANCED MICRO DEVICES INC COMSOLE | COM | 24.89K | SH | $5.06M 1.13% | 0.00 | 0.00 | 5.06M |
CHEVRON CORPORATION COMSOLE | COM | 23.75K | SH | $4.91M 1.09% | 0.00 | 0.00 | 4.91M |
COSTCO WHOLESALE CORPORATION COMSOLE | COM | 4.83K | SH | $4.82M 1.07% | 0.00 | 0.00 | 4.82M |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 62K | SH | $4.75M 1.06% | 0.00 | 0.00 | 4.75M |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | COM | 9.15K | SH | $4.38M 0.98% | 0.00 | 0.00 | 4.38M |
JPMORGAN CHASE & CO COMSOLE | COM | 14.85K | SH | $4.37M 0.97% | 0.00 | 0.00 | 4.37M |
ISHARES MSCI EAFE ETFSOLE | ETF | 43.31K | SH | $4.21M 0.94% | 0.00 | 0.00 | 4.21M |
GE VERNOVA INC COMSOLE | COM | 4.66K | SH | $4.06M 0.90% | 0.00 | 0.00 | 4.06M |