MONTGOMERY, AL
Allocation by class
Portfolio Concentration
Top 3 weight
12.7%
Top 10 weight
27.1%
Voting Authority Distribution
Total shares with voting rights: 278.82M
Full voting authority
278.82M
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 | 8.78M | SH | $1.76B 5.29% | 8.78M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.18M | SH | $1.50B 4.51% | 5.18M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.57M | SH | $959.10M 2.89% | 2.57M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.78M | SH | $901.33M 2.71% | 3.78M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.10M | SH | $791.92M 2.38% | 2.10M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.08M | SH | $742.03M 2.23% | 2.08M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 7.58M | SH | $628.29M 1.89% | 7.58M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 9.13M | SH | $624.67M 1.88% | 9.13M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.65M | SH | $582.14M 1.75% | 1.65M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 12.67M | SH | $509.41M 1.53% | 12.67M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 426.98K | SH | $492.86M 1.48% | 426.98K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 777.02K | SH | $437.69M 1.32% | 777.02K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 737.03K | SH | $368.80M 1.11% | 737.03K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 830.75K | SH | $349.41M 1.05% | 830.75K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 465.08K | SH | $336.25M 1.01% | 465.08K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 865.98K | SH | $283.46M 0.85% | 865.98K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.09M | SH | $277.29M 0.83% | 1.09M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 727.66K | SH | $249.65M 0.75% | 727.66K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 2.11M | SH | $248.18M 0.75% | 2.11M | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 230.88K | SH | $245.86M 0.74% | 230.88K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 413.67K | SH | $240.30M 0.72% | 413.67K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 3.23M | SH | $236.85M 0.71% | 3.23M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 196.41K | SH | $235.58M 0.71% | 196.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 329.59K | SH | $226.37M 0.68% | 329.59K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 679.93K | SH | $205.14M 0.62% | 679.93K | 0.00 | 0.00 |