NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
13.2%
Top 10 weight
22.9%
Voting Authority Distribution
Total shares with voting rights: 690.99M
Full voting authority
690.99M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 19.69M | SH | $3.43B 5.73% | 19.69M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.79M | SH | $2.99B 4.99% | 11.79M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.08M | SH | $1.51B 2.52% | 4.08M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.25M | SH | $1.09B 1.82% | 5.25M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.79M | SH | $1.09B 1.82% | 3.79M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.15M | SH | $904.69M 1.51% | 3.15M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.51M | SH | $863.94M 1.44% | 1.51M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.34M | SH | $722.83M 1.21% | 2.34M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.23M | SH | $590.56M 0.99% | 1.23M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.46M | SH | $542.72M 0.91% | 1.46M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 785.44K | SH | $510.80M 0.85% | 785.44K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 1.60M | SH | $470.17M 0.78% | 1.60M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 688.11K | SH | $411.18M 0.69% | 688.11K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 2.40M | SH | $406.92M 0.68% | 2.40M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 433.88K | SH | $399.07M 0.67% | 433.88K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.61M | SH | $393.07M 0.66% | 1.61M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 2.88M | SH | $358.39M 0.60% | 2.88M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 298.94K | SH | $297.88M 0.50% | 298.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 900.09K | SH | $288.76M 0.48% | 900.09K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 2.12M | SH | $285.81M 0.48% | 2.12M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 430.60K | SH | $281.27M 0.47% | 430.60K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 890.10K | SH | $269.02M 0.45% | 890.10K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 1.06M | SH | $227.26M 0.38% | 1.06M | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 2.82M | SH | $219.04M 0.37% | 2.82M | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 308.53K | SH | $218.58M 0.36% | 308.53K | 0.00 | 0.00 |