LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
12.7%
Top 10 weight
30.7%
Voting Authority Distribution
Total shares with voting rights: 12.79M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
12.79M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 65.59K | SH | $39.19M 4.43% | 0.00 | 0.00 | 65.59K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 77.67K | SH | $37.22M 4.20% | 0.00 | 0.00 | 77.67K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 271.04K | SH | $36.02M 4.07% | 0.00 | 0.00 | 271.04K |
APPLE INCSOLE | COM | 121.67K | SH | $30.88M 3.49% | 0.00 | 0.00 | 121.67K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 178.03K | SH | $25.98M 2.93% | 0.00 | 0.00 | 178.03K |
MICRON TECHNOLOGY INCSOLE | COM | 72.61K | SH | $24.53M 2.77% | 0.00 | 0.00 | 72.61K |
ALPHABET INCSOLE | CAP STK CL C | 80.10K | SH | $22.98M 2.59% | 0.00 | 0.00 | 80.10K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 21.27K | SH | $21.19M 2.39% | 0.00 | 0.00 | 21.27K |
ISHARES TRSOLE | CORE S&P500 ETF | 27.80K | SH | $18.16M 2.05% | 0.00 | 0.00 | 27.80K |
OCCIDENTAL PETE CORPSOLE | COM | 245.98K | SH | $16.04M 1.81% | 0.00 | 0.00 | 245.95K |
ISHARES TRSOLE | CORE S&P TTL STK | 111.29K | SH | $15.85M 1.79% | 0.00 | 0.00 | 111.29K |
AMAZON COM INCSOLE | COM | 75.81K | SH | $15.79M 1.78% | 0.00 | 0.00 | 75.81K |
NVIDIA CORPORATIONSOLE | COM | 86.78K | SH | $15.13M 1.71% | 0.00 | 0.00 | 86.78K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 68.98K | SH | $14.84M 1.68% | 0.00 | 0.00 | 68.98K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 39.48K | SH | $14.51M 1.64% | 0.00 | 0.00 | 39.48K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 111.22K | SH | $13.98M 1.58% | 0.00 | 0.00 | 111.21K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 28.33K | SH | $12.38M 1.40% | 0.00 | 0.00 | 28.33K |
VISA INCSOLE | COM CL A | 37.63K | SH | $11.37M 1.28% | 0.00 | 0.00 | 37.63K |
AMERICAN EXPRESS COSOLE | COM | 37.34K | SH | $11.29M 1.28% | 0.00 | 0.00 | 37.34K |
UNITEDHEALTH GROUP INCSOLE | COM | 38.05K | SH | $10.35M 1.17% | 0.00 | 0.00 | 38.04K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 14.68K | SH | $10.24M 1.16% | 0.00 | 0.00 | 14.68K |
BANK AMERICA CORPSOLE | COM | 196.79K | SH | $9.59M 1.08% | 0.00 | 0.00 | 196.79K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 16.53K | SH | $9.54M 1.08% | 0.00 | 0.00 | 16.53K |
GENERAL MTRS COSOLE | COM | 118.89K | SH | $8.86M 1.00% | 0.00 | 0.00 | 118.89K |
WALMART INCSOLE | COM | 69.05K | SH | $8.58M 0.97% | 0.00 | 0.00 | 69.05K |