ASPEN, CO
Allocation by class
Portfolio Concentration
Top 3 weight
18.2%
Top 10 weight
43.7%
Voting Authority Distribution
Total shares with voting rights: 13.91M
Full voting authority
13.91M
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 | TOTAL STK MKT | 601.79K | SH | $193.06M 8.89% | 601.79K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 375.69K | SH | $107.77M 4.96% | 375.69K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 158K | SH | $94.41M 4.35% | 158K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 455.79K | SH | $87.42M 4.03% | 455.79K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 253.52K | SH | $85.68M 3.95% | 253.52K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 324.22K | SH | $82.28M 3.79% | 324.22K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 1.60M | SH | $80.51M 3.71% | 1.60M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 202.58K | SH | $74.99M 3.45% | 202.58K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 423.98K | SH | $73.94M 3.40% | 423.98K | 0.00 | 0.00 |
RBB FD INCSOLE | F/M US TREASURY | 1.40M | SH | $69.71M 3.21% | 1.40M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 320.96K | SH | $66.85M 3.08% | 320.96K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 134.31K | SH | $64.36M 2.96% | 134.31K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI WORLD ETF | 350K | SH | $63.01M 2.90% | 350K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 192.80K | SH | $59.67M 2.75% | 192.80K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 762.64K | SH | $58.81M 2.71% | 762.64K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 117.43K | SH | $58.67M 2.70% | 117.43K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 42.73K | SH | $56.44M 2.60% | 42.73K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 262.78K | SH | $50.69M 2.33% | 262.78K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 78.52K | SH | $44.92M 2.07% | 78.52K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 110.12K | SH | $32.52M 1.50% | 110.12K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 98.35K | SH | $31.75M 1.46% | 98.35K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 54.21K | SH | $31.29M 1.44% | 54.21K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 112.47K | SH | $30.43M 1.40% | 112.47K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 52.66K | SH | $29.66M 1.37% | 52.66K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 88.19K | SH | $29.01M 1.34% | 88.19K | 0.00 | 0.00 |