LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
15.5%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 13.53M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
13.53M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICRON TECHNOLOGY INCSOLE | COM | 59.80K | SH | $69.02M 6.49% | 0.00 | 0.00 | 59.80K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 267.45K | SH | $50.95M 4.79% | 0.00 | 0.00 | 267.45K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 65.94K | SH | $45.29M 4.26% | 0.00 | 0.00 | 65.94K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 82.42K | SH | $41.24M 3.88% | 0.00 | 0.00 | 82.42K |
APPLE INCSOLE | COM | 120.41K | SH | $34.84M 3.28% | 0.00 | 0.00 | 120.41K |
ALPHABET INCSOLE | CAP STK CL C | 79.94K | SH | $28.25M 2.66% | 0.00 | 0.00 | 79.94K |
SPDR SERIES TRUSTSOLE | ST STR SP DIV | 183.88K | SH | $27.98M 2.63% | 0.00 | 0.00 | 183.88K |
ISHARES TRSOLE | CORE S&P500 ETF | 28.07K | SH | $21.02M 1.98% | 0.00 | 0.00 | 28.07K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 21.40K | SH | $20.02M 1.88% | 0.00 | 0.00 | 21.40K |
ISHARES TRSOLE | CORE S&P TTL STK | 111.72K | SH | $18.35M 1.73% | 0.00 | 0.00 | 111.72K |
AMAZON COM INCSOLE | COM | 75.96K | SH | $18.11M 1.70% | 0.00 | 0.00 | 75.96K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 205.88K | SH | $18.10M 1.70% | 0.00 | 0.00 | 205.88K |
NVIDIA CORPORATIONSOLE | COM | 84.70K | SH | $16.95M 1.59% | 0.00 | 0.00 | 84.70K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 70.86K | SH | $16.77M 1.58% | 0.00 | 0.00 | 70.86K |
UNITEDHEALTH GROUP INCSOLE | COM | 38.55K | SH | $16.19M 1.52% | 0.00 | 0.00 | 38.55K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 174.43K | SH | $15.03M 1.41% | 0.00 | 0.00 | 174.43K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 123.01K | SH | $14.70M 1.38% | 0.00 | 0.00 | 123.01K |
VISA INCSOLE | COM CL A | 38.77K | SH | $13.30M 1.25% | 0.00 | 0.00 | 38.77K |
AMERICAN EXPRESS COSOLE | COM | 37.73K | SH | $12.76M 1.20% | 0.00 | 0.00 | 37.73K |
OCCIDENTAL PETE CORPSOLE | COM | 255.54K | SH | $12.43M 1.17% | 0.00 | 0.00 | 255.54K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 16.83K | SH | $12.40M 1.17% | 0.00 | 0.00 | 16.83K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 124.34K | SH | $12.00M 1.13% | 0.00 | 0.00 | 124.34K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 30.08K | SH | $11.13M 1.05% | 0.00 | 0.00 | 30.08K |
BANK OF AMER CORPSOLE | COM | 193.20K | SH | $11.01M 1.03% | 0.00 | 0.00 | 193.20K |
MARKEL GROUP INCSOLE | COM | 5.40K | SH | $10.54M 0.99% | 0.00 | 0.00 | 5.40K |