PURCHASE, NY
Allocation by class
Portfolio Concentration
Top 3 weight
20.6%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 10.09M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.09M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 265.87K | SH | $88.54M 10.03% | 0.00 | 0.00 | 265.87K |
ALPHABET INCSOLE | CAP STK CL A | 164.56K | SH | $56.62M 6.41% | 0.00 | 0.00 | 164.56K |
ALPHABET INCSOLE | CAP STK CL C | 109K | SH | $37.14M 4.21% | 0.00 | 0.00 | 109K |
NVIDIA CORPORATIONSOLE | COM | 155.32K | SH | $35.47M 4.02% | 0.00 | 0.00 | 155.32K |
MICROSOFT CORPSOLE | COM | 39.91K | SH | $20.47M 2.32% | 0.00 | 0.00 | 39.91K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 23.58K | SH | $17.44M 1.97% | 0.00 | 0.00 | 23.58K |
BROADCOM INCSOLE | COM | 48.91K | SH | $17.18M 1.95% | 0.00 | 0.00 | 48.91K |
AMAZON COM INCSOLE | COM | 67.65K | SH | $16.86M 1.91% | 0.00 | 0.00 | 67.65K |
ELI LILLY & COSOLE | COM | 11.22K | SH | $12.98M 1.47% | 0.00 | 0.00 | 11.22K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.37K | SH | $10.77M 1.22% | 0.00 | 0.00 | 15.37K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 13.38K | SH | $10.21M 1.16% | 0.00 | 0.00 | 13.38K |
META PLATFORMS INCSOLE | CL A | 13.33K | SH | $9.67M 1.10% | 0.00 | 0.00 | 13.33K |
FIRST TR EXCHANGE-TRADED FDSOLE | DJ INTERNT IDX | 30.14K | SH | $8.69M 0.98% | 0.00 | 0.00 | 30.14K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 67.83K | SH | $8.52M 0.97% | 0.00 | 0.00 | 67.83K |
MICRON TECHNOLOGY INCSOLE | COM | 7.94K | SH | $8.46M 0.96% | 0.00 | 0.00 | 7.94K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 205.06K | SH | $7.37M 0.83% | 0.00 | 0.00 | 205.06K |
VISA INCSOLE | COM CL A | 20.08K | SH | $7.22M 0.82% | 0.00 | 0.00 | 20.08K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 15.75K | SH | $7.19M 0.81% | 0.00 | 0.00 | 15.75K |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 18.77K | SH | $7.02M 0.80% | 0.00 | 0.00 | 18.77K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.61K | SH | $6.77M 0.77% | 0.00 | 0.00 | 13.61K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 11.10K | SH | $6.76M 0.77% | 0.00 | 0.00 | 11.10K |
SPDR GOLD TRSOLE | GOLD SHS | 17.28K | SH | $6.58M 0.75% | 0.00 | 0.00 | 17.28K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 124.53K | SH | $6.55M 0.74% | 0.00 | 0.00 | 124.53K |
TESLA INCSOLE | COM | 18.19K | SH | $6.45M 0.73% | 0.00 | 0.00 | 18.19K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 213.66K | SH | $6.26M 0.71% | 0.00 | 0.00 | 213.66K |