BEAVERTON, OR
Allocation by class
Portfolio Concentration
Top 3 weight
18.0%
Top 10 weight
51.9%
Voting Authority Distribution
Total shares with voting rights: 1.06M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.06M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 60.60K | SH | $10.57M 6.32% | 0.00 | 0.00 | 60.60K |
ALPHABET INCSOLE | CAP STK CL A | 34.18K | SH | $9.83M 5.88% | 0.00 | 0.00 | 34.18K |
APPLE INCSOLE | COM | 38.27K | SH | $9.71M 5.81% | 0.00 | 0.00 | 38.27K |
BROADCOM INCSOLE | COM | 30.76K | SH | $9.52M 5.69% | 0.00 | 0.00 | 30.76K |
ELI LILLY & COSOLE | COM | 9.85K | SH | $9.06M 5.42% | 0.00 | 0.00 | 9.85K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 8.70K | SH | $8.67M 5.18% | 0.00 | 0.00 | 8.70K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 25.61K | SH | $8.66M 5.18% | 0.00 | 0.00 | 25.61K |
SPDR GOLD TRSOLE | GOLD SHS | 16.51K | SH | $7.10M 4.25% | 0.00 | 0.00 | 16.51K |
WALMART INCSOLE | COM | 56.09K | SH | $6.97M 4.17% | 0.00 | 0.00 | 56.09K |
AMAZON COM INCSOLE | COM | 32.27K | SH | $6.72M 4.02% | 0.00 | 0.00 | 32.27K |
MICROSOFT CORPSOLE | COM | 16K | SH | $5.92M 3.54% | 0.00 | 0.00 | 16K |
VISA INCSOLE | COM CL A | 17.60K | SH | $5.32M 3.18% | 0.00 | 0.00 | 17.60K |
MASTERCARD INCORPORATEDSOLE | CL A | 10.54K | SH | $5.26M 3.15% | 0.00 | 0.00 | 10.54K |
ISHARES SILVER TRSOLE | ISHARES | 76.89K | SH | $5.24M 3.13% | 0.00 | 0.00 | 76.89K |
PALO ALTO NETWORKS INCSOLE | COM | 27.03K | SH | $4.33M 2.59% | 0.00 | 0.00 | 27.03K |
HOME DEPOT INCSOLE | COM | 13.09K | SH | $4.31M 2.58% | 0.00 | 0.00 | 13.09K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 71.73K | SH | $3.64M 2.18% | 0.00 | 0.00 | 71.73K |
JPMORGAN CHASE & COSOLE | COM | 10.94K | SH | $3.22M 1.92% | 0.00 | 0.00 | 10.94K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 12.22K | SH | $2.96M 1.77% | 0.00 | 0.00 | 12.22K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.31K | SH | $2.55M 1.52% | 0.00 | 0.00 | 5.31K |
FIRST TR EXCH TRADED FD IIISOLE | PFD SECS INC ETF | 121.94K | SH | $2.16M 1.29% | 0.00 | 0.00 | 121.94K |
INVESCO EXCHANGE TRADED FD TSOLE | DORSEY WRGT UTIL | 44.74K | SH | $2.10M 1.26% | 0.00 | 0.00 | 44.74K |
COCA COLA CONS INCSOLE | COM | 10.56K | SH | $2.02M 1.21% | 0.00 | 0.00 | 10.56K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 14.25K | SH | $1.87M 1.12% | 0.00 | 0.00 | 14.25K |
ISHARES TRSOLE | HIGH YLD SYSTM B | 36.55K | SH | $1.70M 1.02% | 0.00 | 0.00 | 36.55K |