ENGLEWOOD, CO
Allocation by class
Portfolio Concentration
Top 3 weight
18.8%
Top 10 weight
48.6%
Voting Authority Distribution
Total shares with voting rights: 827.29K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
827.29K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 32.54K | SH | $9.33M 9.13% | 0.00 | 0.00 | 32.54K |
APPLE INCSOLE | COM | 19.75K | SH | $5.01M 4.90% | 0.00 | 0.00 | 19.75K |
MICROSOFT CORPSOLE | COM | 13.32K | SH | $4.93M 4.82% | 0.00 | 0.00 | 13.32K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 12.29K | SH | $4.80M 4.69% | 0.00 | 0.00 | 12.29K |
RTX CORPORATIONSOLE | COM | 23.91K | SH | $4.61M 4.51% | 0.00 | 0.00 | 23.91K |
VISA INCSOLE | COM CL A | 15.03K | SH | $4.54M 4.44% | 0.00 | 0.00 | 15.03K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 109.52K | SH | $4.40M 4.30% | 0.00 | 0.00 | 109.52K |
NVIDIA CORPORATIONSOLE | COM | 23.85K | SH | $4.16M 4.07% | 0.00 | 0.00 | 23.85K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 8.69K | SH | $4.01M 3.92% | 0.00 | 0.00 | 8.69K |
ELI LILLY & COSOLE | COM | 4.23K | SH | $3.89M 3.80% | 0.00 | 0.00 | 4.23K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 23.15K | SH | $3.64M 3.56% | 0.00 | 0.00 | 23.15K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 123.74K | SH | $3.60M 3.52% | 0.00 | 0.00 | 123.74K |
BANK AMERICA CORPSOLE | COM | 66.11K | SH | $3.22M 3.15% | 0.00 | 0.00 | 66.11K |
BROADCOM INCSOLE | COM | 10.02K | SH | $3.10M 3.03% | 0.00 | 0.00 | 10.02K |
UBER TECHNOLOGIES INCSOLE | COM | 40.77K | SH | $2.93M 2.87% | 0.00 | 0.00 | 40.77K |
SCHWAB CHARLES CORPSOLE | COM | 29.80K | SH | $2.80M 2.74% | 0.00 | 0.00 | 29.80K |
AMAZON COM INCSOLE | COM | 12.66K | SH | $2.64M 2.58% | 0.00 | 0.00 | 12.66K |
EATON CORP PLCSOLE | SHS | 6.85K | SH | $2.45M 2.40% | 0.00 | 0.00 | 6.85K |
UNITEDHEALTH GROUP INCSOLE | COM | 8.99K | SH | $2.43M 2.38% | 0.00 | 0.00 | 8.99K |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 12.20K | SH | $2.41M 2.36% | 0.00 | 0.00 | 12.20K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 4.58K | SH | $2.22M 2.17% | 0.00 | 0.00 | 4.58K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 34.59K | SH | $2.22M 2.17% | 0.00 | 0.00 | 34.59K |
SALESFORCE INCSOLE | COM | 11.57K | SH | $2.16M 2.11% | 0.00 | 0.00 | 11.57K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 49.18K | SH | $2.09M 2.05% | 0.00 | 0.00 | 49.18K |
BOSTON SCIENTIFIC CORPSOLE | COM | 32.49K | SH | $2.04M 1.99% | 0.00 | 0.00 | 32.49K |