RENO, NV
Allocation by class
Portfolio Concentration
Top 3 weight
9.8%
Top 10 weight
25.1%
Voting Authority Distribution
Total shares with voting rights: 1.96M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.96M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500SOLE | ETF - EQUITY | 10.37K | SH | $6.19M 3.87% | 0.00 | 0.00 | 10.37K |
ST STR BLMBRG 1-3M ETFSOLE | ETF - FIXED INCOME | 56.45K | SH | $5.17M 3.23% | 0.00 | 0.00 | 56.45K |
ISHARES GOLD ETFSOLE | ETF - EQUITY | 48.27K | SH | $4.26M 2.66% | 0.00 | 0.00 | 48.27K |
TECH SEL SECT SPDR ETFSOLE | ETF - EQUITY | 30.48K | SH | $4.05M 2.53% | 0.00 | 0.00 | 30.48K |
NVIDIA CORPSOLE | COMMON STOCKS | 23.09K | SH | $4.03M 2.51% | 0.00 | 0.00 | 23.09K |
ISHARES CORE S&P 500 ETFSOLE | ETF - EQUITY | 6.04K | SH | $3.95M 2.47% | 0.00 | 0.00 | 6.04K |
ST STR SPDR S&P 500 ETFSOLE | ETF - EQUITY | 47.80K | SH | $3.66M 2.28% | 0.00 | 0.00 | 47.80K |
META PLATFORMS INC ASOLE | COMMON STOCKS | 5.49K | SH | $3.14M 1.96% | 0.00 | 0.00 | 5.49K |
MICROSOFT CORPORATIONSOLE | COMMON STOCKS | 7.90K | SH | $2.93M 1.83% | 0.00 | 0.00 | 7.90K |
APPLE INCSOLE | COMMON STOCKS | 11.18K | SH | $2.84M 1.77% | 0.00 | 0.00 | 11.18K |
ISHARES US TECHNOLOGY ETFSOLE | ETF - EQUITY | 15.60K | SH | $2.83M 1.77% | 0.00 | 0.00 | 15.60K |
ISHS US EQTY FACTR ROTATN ACT ETFSOLE | ETF - EQUITY | 47.15K | SH | $2.74M 1.71% | 0.00 | 0.00 | 47.15K |
ALPHABET INC ASOLE | COMMON STOCKS | 9.24K | SH | $2.66M 1.66% | 0.00 | 0.00 | 9.24K |
PIMCO ENH SHRT MATY ETFSOLE | ETF - FIXED INCOME | 26.38K | SH | $2.65M 1.66% | 0.00 | 0.00 | 26.38K |
ISHS NATL MUNI BD ETFSOLE | ETF - FIXED INCOME | 23.45K | SH | $2.49M 1.55% | 0.00 | 0.00 | 23.45K |
ISHS CORE MSCI EAFE ETFSOLE | ETF - EQUITY | 24.29K | SH | $2.20M 1.37% | 0.00 | 0.00 | 24.29K |
ISHS S&P 500 GRWTH ETFSOLE | ETF - EQUITY | 18.06K | SH | $2.04M 1.28% | 0.00 | 0.00 | 18.06K |
ST STR SPDR S&P 500 ETFSOLE | ETF - EQUITY | 34.70K | SH | $1.96M 1.23% | 0.00 | 0.00 | 34.70K |
ST STR H/C SEL SCTR ETFSOLE | ETF - EQUITY | 12.47K | SH | $1.83M 1.14% | 0.00 | 0.00 | 12.47K |
ISHARES 0-5 YEAR HIGH YIELD CORP ETFSOLE | ETF - FIXED INCOME | 43.07K | SH | $1.82M 1.14% | 0.00 | 0.00 | 43.07K |
ST STR PRT DEV WRLD ETFSOLE | ETF - EQUITY | 39.04K | SH | $1.78M 1.11% | 0.00 | 0.00 | 39.04K |
UNITED THERAPEUTICS CORPSOLE | COMMON STOCKS | 2.97K | SH | $1.76M 1.10% | 0.00 | 0.00 | 2.97K |
ISHARES FLEXIBLE INCME ACTIVE ETFSOLE | ETF - FIXED INCOME | 33.64K | SH | $1.75M 1.09% | 0.00 | 0.00 | 33.64K |
ISHS CORE MSCI E/MKT ETFSOLE | ETF - EQUITY | 24.82K | SH | $1.73M 1.08% | 0.00 | 0.00 | 24.82K |
ISHS COR INTL D/MKT ETFSOLE | ETF - EQUITY | 20.67K | SH | $1.73M 1.08% | 0.00 | 0.00 | 20.67K |