Allocation by class
Portfolio Concentration
Top 3 weight
54.2%
Top 10 weight
78.1%
Voting Authority Distribution
Total shares with voting rights: 3.47M
Full voting authority
3.47M
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 |
|---|---|---|---|---|---|---|---|
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 1.82M | SH | $60.66M 25.93% | 1.82M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 54.65K | SH | $40.24M 17.20% | 54.65K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 34.60K | SH | $25.84M 11.04% | 34.60K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 31.90K | SH | $21.91M 9.36% | 31.90K | 0.00 | 0.00 |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 138.97K | SH | $12.10M 5.17% | 138.97K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.16K | SH | $5.28M 2.26% | 14.16K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 13.11K | SH | $4.63M 1.98% | 13.11K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 2K | SH | $4.55M 1.94% | 2K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.75K | SH | $3.88M 1.66% | 7.75K | 0.00 | 0.00 |
STRATEGY INCSOLE | CL A NEW | 5.95K | SH | $3.74M 1.60% | 5.95K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 16.42K | SH | $3.29M 1.40% | 16.42K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 29.30K | SH | $3.00M 1.28% | 29.30K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 12.24K | SH | $2.92M 1.25% | 12.24K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 6.27K | SH | $2.52M 1.08% | 6.27K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 14.45K | SH | $2.12M 0.90% | 14.45K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | JAPN HEDGE EQT | 12K | SH | $2.08M 0.89% | 12K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.15K | SH | $2.07M 0.88% | 7.15K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 2.19K | SH | $1.88M 0.80% | 2.19K | 0.00 | 0.00 |
NELNET INCSOLE | CL A | 14K | SH | $1.87M 0.80% | 14K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 23K | SH | $1.74M 0.74% | 23K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.03K | SH | $1.71M 0.73% | 3.03K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 4.12K | SH | $1.56M 0.67% | 4.12K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG OPTIMIZED | 9.62K | SH | $1.48M 0.63% | 9.62K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 85K | SH | $1.48M 0.63% | 85K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 1.19K | SH | $1.37M 0.59% | 1.19K | 0.00 | 0.00 |