LEHI, UT
Allocation by class
Portfolio Concentration
Top 3 weight
35.5%
Top 10 weight
67.5%
Voting Authority Distribution
Total shares with voting rights: 2.07M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.07M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SOFI TECHNOLOGIES INCSOLE | COM | 823.30K | SH | $11.99M 13.23% | 0.00 | 0.00 | 823.30K |
RBB FUND TRUSTSOLE | FIRST EAGLE GBL | 218.46K | SH | $10.27M 11.33% | 0.00 | 0.00 | 218.46K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 216.37K | SH | $9.87M 10.89% | 0.00 | 0.00 | 216.37K |
CITIGROUP INCSOLE | COM NEW | 55.97K | SH | $6.35M 7.00% | 0.00 | 0.00 | 55.97K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.94K | SH | $5.11M 5.64% | 0.00 | 0.00 | 15.94K |
BANK AMERICA CORPSOLE | COM | 100.74K | SH | $4.91M 5.42% | 0.00 | 0.00 | 100.74K |
ISHARES TRSOLE | HIGH YLD SYSTM B | 89.43K | SH | $4.16M 4.59% | 0.00 | 0.00 | 89.43K |
APPLE INCSOLE | COM | 13.48K | SH | $3.42M 3.77% | 0.00 | 0.00 | 13.48K |
PETROLEO BRASILEIRO S ASOLE | SPONSORED ADR | 153.24K | SH | $3.18M 3.51% | 0.00 | 0.00 | 153.24K |
FREEPORT MCMORAN INCSOLE | CL B | 42.44K | SH | $1.89M 2.08% | 0.00 | 0.00 | 42.44K |
ALPHABET INCSOLE | CAP STK CL A | 6.36K | SH | $1.83M 2.02% | 0.00 | 0.00 | 6.36K |
AMAZON COM INCSOLE | COM | 8.23K | SH | $1.71M 1.89% | 0.00 | 0.00 | 8.23K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.26K | SH | $1.56M 1.72% | 0.00 | 0.00 | 3.26K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 54.78K | SH | $1.38M 1.52% | 0.00 | 0.00 | 54.78K |
META PLATFORMS INCSOLE | CL A | 2.39K | SH | $1.37M 1.51% | 0.00 | 0.00 | 2.39K |
AT&T INCSOLE | COM | 44.38K | SH | $1.29M 1.42% | 0.00 | 0.00 | 44.38K |
NVIDIA CORPORATIONSOLE | COM | 7.36K | SH | $1.28M 1.42% | 0.00 | 0.00 | 7.36K |
EXXON MOBIL CORPSOLE | COM | 7.36K | SH | $1.25M 1.38% | 0.00 | 0.00 | 7.36K |
JOHNSON & JOHNSONSOLE | COM | 4.81K | SH | $1.18M 1.30% | 0.00 | 0.00 | 4.81K |
ADVANCED MICRO DEVICES INCSOLE | COM | 5.56K | SH | $1.13M 1.25% | 0.00 | 0.00 | 5.56K |
MICROSOFT CORPSOLE | COM | 2.71K | SH | $1.00M 1.11% | 0.00 | 0.00 | 2.71K |
CHEVRON CORPORATIONSOLE | COM | 4.83K | SH | $999.3K 1.10% | 0.00 | 0.00 | 4.83K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 2.36K | SH | $921.4K 1.02% | 0.00 | 0.00 | 2.36K |
VERIZON COMMUNICATIONS INCSOLE | COM | 15.92K | SH | $799.3K 0.88% | 0.00 | 0.00 | 15.92K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 3.10K | SH | $797.0K 0.88% | 0.00 | 0.00 | 3.10K |