BEAVERTON, OR
Allocation by class
Portfolio Concentration
Top 3 weight
28.3%
Top 10 weight
55.2%
Voting Authority Distribution
Total shares with voting rights: 658.96K
Full voting authority
658.96K
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 |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 169.42K | SH | $15.53M 16.10% | 169.42K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 62.36K | SH | $6.20M 6.43% | 62.36K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.13K | SH | $5.60M 5.81% | 15.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 16.55K | SH | $4.76M 4.93% | 16.55K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.33K | SH | $4.65M 4.82% | 18.33K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 23.79K | SH | $4.15M 4.30% | 23.79K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 13.19K | SH | $4.08M 4.23% | 13.19K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.96K | SH | $2.86M 2.96% | 5.96K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 9.65K | SH | $2.84M 2.94% | 9.65K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 2.58K | SH | $2.57M 2.67% | 2.58K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.55K | SH | $2.35M 2.43% | 2.55K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 10.39K | SH | $2.16M 2.24% | 10.39K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 15.15K | SH | $1.88M 1.95% | 15.15K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.79K | SH | $1.81M 1.88% | 2.79K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 8.57K | SH | $1.55M 1.61% | 8.57K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 14.31K | SH | $1.38M 1.43% | 14.31K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 6.37K | SH | $1.32M 1.37% | 6.37K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 7.87K | SH | $1.26M 1.30% | 7.87K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 1.45K | SH | $1.26M 1.30% | 1.45K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 291.00 | SH | $1.23M 1.27% | 291.00 | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 2.05K | SH | $1.13M 1.17% | 2.05K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.89K | SH | $1.08M 1.12% | 1.89K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 1.76K | SH | $1.04M 1.08% | 1.76K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.17K | SH | $1.00M 1.04% | 2.17K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 6.03K | SH | $965.9K 1.00% | 6.03K | 0.00 | 0.00 |