LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
15.1%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 13.79M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
13.79M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICRON TECHNOLOGY INCSOLE | COM | 59.07K | SH | $62.92M 5.86% | 0.00 | 0.00 | 59.07K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 265.93K | SH | $52.06M 4.85% | 0.00 | 0.00 | 265.93K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 66.93K | SH | $46.91M 4.37% | 0.00 | 0.00 | 66.93K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 82.59K | SH | $41.13M 3.83% | 0.00 | 0.00 | 82.59K |
APPLE INCSOLE | COM | 111.98K | SH | $37.29M 3.47% | 0.00 | 0.00 | 111.98K |
ALPHABET INCSOLE | CAP STK CL C | 80.31K | SH | $27.36M 2.55% | 0.00 | 0.00 | 80.31K |
SPDR SERIES TRUSTSOLE | ST STR SP DIV | 186.60K | SH | $27.33M 2.54% | 0.00 | 0.00 | 186.60K |
ISHARES TRSOLE | CORE S&P500 ETF | 28.40K | SH | $21.75M 2.02% | 0.00 | 0.00 | 28.40K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 21.50K | SH | $19.57M 1.82% | 0.00 | 0.00 | 21.50K |
VANGUARD WORLD FDSOLE | MRNGSTR MEGA CAP | 206.30K | SH | $19.11M 1.78% | 0.00 | 0.00 | 206.30K |
ISHARES TRSOLE | CORE S&P TTL STK | 114.64K | SH | $19.06M 1.77% | 0.00 | 0.00 | 114.64K |
AMAZON COM INCSOLE | COM | 74.72K | SH | $18.62M 1.73% | 0.00 | 0.00 | 74.72K |
NVIDIA CORPORATIONSOLE | COM | 75.65K | SH | $17.28M 1.61% | 0.00 | 0.00 | 75.65K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 71.20K | SH | $16.61M 1.55% | 0.00 | 0.00 | 71.20K |
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 178.12K | SH | $16.05M 1.49% | 0.00 | 0.00 | 178.12K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 122.27K | SH | $15.37M 1.43% | 0.00 | 0.00 | 122.27K |
UNITEDHEALTH GROUP INCSOLE | COM | 38.14K | SH | $14.12M 1.31% | 0.00 | 0.00 | 38.14K |
VISA INCSOLE | COM CL A | 38.69K | SH | $13.90M 1.29% | 0.00 | 0.00 | 38.69K |
OCCIDENTAL PETE CORPSOLE | COM | 249.34K | SH | $13.81M 1.29% | 0.00 | 0.00 | 249.34K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 126.45K | SH | $13.68M 1.27% | 0.00 | 0.00 | 126.45K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 16.37K | SH | $12.11M 1.13% | 0.00 | 0.00 | 16.37K |
AMERICAN EXPRESS COSOLE | COM | 38K | SH | $11.56M 1.08% | 0.00 | 0.00 | 38K |
ALPHA METALLURGICAL RESOUR ISOLE | COM | 64.84K | SH | $10.91M 1.02% | 0.00 | 0.00 | 64.84K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 36.11K | SH | $10.03M 0.93% | 0.00 | 0.00 | 36.11K |
MARKEL GROUP INCSOLE | COM | 5.83K | SH | $9.99M 0.93% | 0.00 | 0.00 | 5.83K |