LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
12.9%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 16.66M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
16.66M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 318.54K | SH | $55.55M 4.43% | 0.00 | 0.00 | 318.54K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 317.76K | SH | $54.54M 4.35% | 0.00 | 0.00 | 317.76K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 695.73K | SH | $52.31M 4.17% | 0.00 | 0.00 | 695.73K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 500.56K | SH | $49.01M 3.91% | 0.00 | 0.00 | 500.56K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 841.90K | SH | $47.63M 3.80% | 0.00 | 0.00 | 841.90K |
APPLE INCSOLE | COM | 167.53K | SH | $42.52M 3.39% | 0.00 | 0.00 | 167.53K |
ISHARES TRSOLE | RUS TP200 GR ETF | 168.22K | SH | $41.88M 3.34% | 0.00 | 0.00 | 168.22K |
TESLA INCSOLE | COM | 96.60K | SH | $35.91M 2.86% | 0.00 | 0.00 | 96.60K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 519.01K | SH | $35.44M 2.82% | 0.00 | 0.00 | 519.01K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 30.16K | SH | $19.62M 1.56% | 0.00 | 0.00 | 30.16K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 327.58K | SH | $19.06M 1.52% | 0.00 | 0.00 | 327.58K |
ISHARES TRSOLE | U.S. TECH ETF | 99.54K | SH | $18.07M 1.44% | 0.00 | 0.00 | 99.54K |
AMAZON COM INCSOLE | COM | 76.86K | SH | $16.01M 1.28% | 0.00 | 0.00 | 76.86K |
ISHARES TRSOLE | CORE S&P500 ETF | 24.14K | SH | $15.77M 1.26% | 0.00 | 0.00 | 24.14K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 198.34K | SH | $15.18M 1.21% | 0.00 | 0.00 | 198.34K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 399.01K | SH | $13.15M 1.05% | 0.00 | 0.00 | 399.01K |
MICROSOFT CORPSOLE | COM | 34K | SH | $12.59M 1.00% | 0.00 | 0.00 | 34K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 39.02K | SH | $12.52M 1.00% | 0.00 | 0.00 | 39.02K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 20.25K | SH | $11.69M 0.93% | 0.00 | 0.00 | 20.25K |
ISHARES INCSOLE | CORE MSCI EMKT | 166.40K | SH | $11.61M 0.92% | 0.00 | 0.00 | 166.40K |
PACER FDS TRSOLE | US CASH COWS 100 | 182.46K | SH | $11.41M 0.91% | 0.00 | 0.00 | 182.46K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 25.02K | SH | $10.93M 0.87% | 0.00 | 0.00 | 25.02K |
ISHARES TRSOLE | MSCI USA QLT FCT | 53.25K | SH | $10.22M 0.81% | 0.00 | 0.00 | 53.25K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20.58K | SH | $9.86M 0.79% | 0.00 | 0.00 | 20.58K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 50.05K | SH | $9.82M 0.78% | 0.00 | 0.00 | 50.05K |