Allocation by class
Portfolio Concentration
Top 3 weight
27.9%
Top 10 weight
48.6%
Voting Authority Distribution
Total shares with voting rights: 47.41M
Full voting authority
47.41M
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 | 845.88K | SH | $314.46M 13.00% | 845.88K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.04M | SH | $181.12M 7.49% | 1.04M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 2.28M | SH | $178.86M 7.39% | 2.28M | 0.00 | 0.00 |
CANADIAN NAT RES LTD MED TERSOLE | COM | 2.34M | SH | $113.98M 4.71% | 2.34M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 461.74K | SH | $96.17M 3.97% | 461.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 216.48K | SH | $62.26M 2.57% | 216.48K | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 378.17K | SH | $61.10M 2.53% | 378.17K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 1.06M | SH | $57.54M 2.38% | 1.06M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 119.71K | SH | $57.36M 2.37% | 119.71K | 0.00 | 0.00 |
BANK NOVA SCOTIA B CSOLE | COM | 780.38K | SH | $54.09M 2.24% | 780.38K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 544.29K | SH | $50.82M 2.10% | 544.29K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 74.70K | SH | $47.13M 1.95% | 74.70K | 0.00 | 0.00 |
BANK MONTREAL MEDIUMSOLE | COM | 318.35K | SH | $43.09M 1.78% | 318.35K | 0.00 | 0.00 |
FRANCO NEV CORPSOLE | COM | 181.18K | SH | $42.78M 1.77% | 181.18K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 165.24K | SH | $41.93M 1.73% | 165.24K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 101.95K | SH | $37.74M 1.56% | 101.95K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 364.35K | SH | $32.98M 1.36% | 364.35K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 222.80K | SH | $30.83M 1.27% | 222.80K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 112.90K | SH | $30.55M 1.26% | 112.90K | 0.00 | 0.00 |
CANADIAN IMPERIAL BANK OF COSOLE | COM | 289.03K | SH | $27.38M 1.13% | 289.03K | 0.00 | 0.00 |
PEMBINA PIPELINE CORPSOLE | COM | 592.49K | SH | $26.49M 1.09% | 592.49K | 0.00 | 0.00 |
TELUS CORPORATIONSOLE | COM | 2.06M | SH | $26.44M 1.09% | 2.06M | 0.00 | 0.00 |
SUN LIFE FINANCIAL INC.SOLE | COM | 383.67K | SH | $24.01M 0.99% | 383.67K | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 588.13K | SH | $23.95M 0.99% | 588.13K | 0.00 | 0.00 |
BCE INCSOLE | COM NEW | 933.11K | SH | $23.54M 0.97% | 933.11K | 0.00 | 0.00 |