SAN LUIS OBISPO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
50.1%
Top 10 weight
80.5%
Voting Authority Distribution
Total shares with voting rights: 837.18K
Full voting authority
837.18K
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 | S&P 500 ETF SHS | 54.57K | SH | $32.61M 29.70% | 54.57K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 111.13K | SH | $12.70M 11.57% | 111.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20.22K | SH | $9.69M 8.83% | 20.22K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 20.75K | SH | $5.96M 5.43% | 20.75K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 196.48K | SH | $5.71M 5.20% | 196.48K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.77K | SH | $4.76M 4.34% | 18.77K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 15.01K | SH | $4.41M 4.02% | 15.01K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 24.46K | SH | $4.27M 3.89% | 24.46K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 19.74K | SH | $4.26M 3.88% | 19.74K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 13.10K | SH | $3.96M 3.61% | 13.10K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.91K | SH | $3.67M 3.34% | 9.91K | 0.00 | 0.00 |
THE ALGER ETF TRUSTSOLE | RUSSELL INNOVATI | 173.11K | SH | $3.24M 2.95% | 173.11K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 3.83K | SH | $2.67M 2.43% | 3.83K | 0.00 | 0.00 |
THE ALGER ETF TRUSTSOLE | AI ENABLERS ADOP | 73.89K | SH | $2.44M 2.22% | 73.89K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.63K | SH | $2.36M 2.15% | 3.63K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | CORE TAX EXEMPT | 30.50K | SH | $2.29M 2.09% | 30.50K | 0.00 | 0.00 |
UNITED PARCEL SVCS INCSOLE | CL B | 15.72K | SH | $1.55M 1.41% | 15.72K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 8.10K | SH | $1.19M 1.08% | 8.10K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 16.25K | SH | $825.5K 0.75% | 16.25K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 393.00 | SH | $391.6K 0.36% | 393.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 5.06K | SH | $310.0K 0.28% | 5.06K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 401.00 | SH | $284.1K 0.26% | 401.00 | 0.00 | 0.00 |
PROSHARES TRSOLE | S&P 500 DV ARIST | 2.17K | SH | $230.3K 0.21% | 2.17K | 0.00 | 0.00 |