Allocation by class
Portfolio Concentration
Top 3 weight
29.3%
Top 10 weight
49.7%
Voting Authority Distribution
Total shares with voting rights: 45.83M
Full voting authority
45.83M
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 |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 912.79K | SH | $383.93M 14.68% | 912.79K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 2.57M | SH | $200.37M 7.66% | 2.57M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 905.68K | SH | $181.22M 6.93% | 905.68K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 402.95K | SH | $96.08M 3.67% | 402.95K | 0.00 | 0.00 |
CANADIAN NAT RES LTD MED TERSOLE | COM | 2.28M | SH | $90.25M 3.45% | 2.28M | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 389.70K | SH | $80.81M 3.09% | 389.70K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 197.03K | SH | $70.45M 2.69% | 197.03K | 0.00 | 0.00 |
BANK NOVA SCOTIA B CSOLE | COM | 762.72K | SH | $66.33M 2.54% | 762.72K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 131.25K | SH | $65.70M 2.51% | 131.25K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 526.43K | SH | $64.02M 2.45% | 526.43K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 995.22K | SH | $53.99M 2.06% | 995.22K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 71.26K | SH | $53.22M 2.03% | 71.26K | 0.00 | 0.00 |
BANK MONTREAL MEDIUMSOLE | COM | 299.23K | SH | $52.94M 2.02% | 299.23K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 159.33K | SH | $46.15M 1.76% | 159.33K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 122.13K | SH | $45.62M 1.74% | 122.13K | 0.00 | 0.00 |
FRANCO NEV CORPSOLE | COM | 181.38K | SH | $38.15M 1.46% | 181.38K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 89.77K | SH | $37.31M 1.43% | 89.77K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 63.03K | SH | $36.61M 1.40% | 63.03K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 379.05K | SH | $36.61M 1.40% | 379.05K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 222.80K | SH | $34.97M 1.34% | 222.80K | 0.00 | 0.00 |
CANADIAN IMPERIAL BANK OF COSOLE | COM | 290.56K | SH | $33.45M 1.28% | 290.56K | 0.00 | 0.00 |
SUN LIFE FINANCIAL INC.SOLE | COM | 418.90K | SH | $32.92M 1.26% | 418.90K | 0.00 | 0.00 |
MANULIFE FINL CORPSOLE | COM | 755.70K | SH | $30.69M 1.17% | 755.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 46.94K | SH | $26.44M 1.01% | 46.94K | 0.00 | 0.00 |
PEMBINA PIPELINE CORPSOLE | COM | 537.26K | SH | $24.89M 0.95% | 537.26K | 0.00 | 0.00 |