SALT LAKE CITY, UT
Allocation by class
Portfolio Concentration
Top 3 weight
27.7%
Top 10 weight
64.9%
Voting Authority Distribution
Total shares with voting rights: 3.45M
Full voting authority
3.45M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 279.67K | SH | $17.92M 11.31% | 279.67K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 23.20K | SH | $13.39M 8.45% | 23.20K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 65.55K | SH | $12.58M 7.94% | 65.55K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 59.15K | SH | $10.33M 6.52% | 59.15K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 44.44K | SH | $9.19M 5.80% | 44.44K | 0.00 | 0.00 |
BITWISE BITCOIN ETF TRSOLE | SHS BEN INT | 245.69K | SH | $9.04M 5.71% | 245.69K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 310.49K | SH | $8.13M 5.13% | 310.49K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 148.17K | SH | $7.69M 4.86% | 148.17K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 17.07K | SH | $7.35M 4.64% | 17.07K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 36.52K | SH | $7.16M 4.52% | 36.52K | 0.00 | 0.00 |
MARATHON PETE CORPSOLE | COM | 24.99K | SH | $6.10M 3.85% | 24.99K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 77.43K | SH | $6.09M 3.84% | 77.43K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 228.48K | SH | $5.69M 3.59% | 228.48K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 116.59K | SH | $5.58M 3.52% | 116.59K | 0.00 | 0.00 |
ENOVIX CORPORATIONSOLE | COM | 854.47K | SH | $4.43M 2.79% | 854.47K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI GBL ETF NEW | 77.68K | SH | $4.40M 2.77% | 77.68K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | RARE EARTH AND S | 37.98K | SH | $3.34M 2.11% | 37.98K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 21.77K | SH | $2.41M 1.52% | 21.77K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP MOMNTUM | 16.35K | SH | $2.37M 1.50% | 16.35K | 0.00 | 0.00 |
BITWISE XRP ETFSOLE | BENEFICIAL INT | 148.60K | SH | $2.23M 1.41% | 148.60K | 0.00 | 0.00 |
BED BATH & BEYOND INCSOLE | COM | 422.56K | SH | $1.96M 1.24% | 422.56K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.53K | SH | $914.2K 0.58% | 1.53K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 14.21K | SH | $849.4K 0.54% | 14.21K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 4.85K | SH | $845.5K 0.53% | 4.85K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.01K | SH | $763.5K 0.48% | 3.01K | 0.00 | 0.00 |