BOUNTIFUL, UT
Allocation by class
Portfolio Concentration
Top 3 weight
19.0%
Top 10 weight
42.6%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 | 169.97K | SH | $31.7K 7.36% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 95.53K | SH | $26.0K 6.03% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 50.33K | SH | $24.3K 5.65% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 67.81K | SH | $21.2K 4.93% | 0.00 | 0.00 | 0.00 |
RBB FD INCSOLE | SGI ENHANCED COR | 725.79K | SH | $18.6K 4.32% | 0.00 | 0.00 | 0.00 |
RBB FD INCSOLE | SGI US LARGE CAP | 375.57K | SH | $14.4K 3.35% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 59.23K | SH | $13.7K 3.17% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 136.80K | SH | $13.7K 3.17% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MIN VOL | 108.08K | SH | $10.2K 2.36% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 15.05K | SH | $9.9K 2.31% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 26.19K | SH | $9.1K 2.10% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 25.66K | SH | $8.3K 1.92% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.42K | SH | $6.2K 1.45% | 0.00 | 0.00 | 0.00 |
TESLA INCSOLE | COM | 13.03K | SH | $5.9K 1.36% | 0.00 | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 5.11K | SH | $5.5K 1.27% | 0.00 | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 45.37K | SH | $4.8K 1.11% | 0.00 | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 8.03K | SH | $4.6K 1.06% | 0.00 | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 11.04K | SH | $4.4K 1.02% | 0.00 | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 25.21K | SH | $3.6K 0.84% | 0.00 | 0.00 | 0.00 |
COLGATE PALMOLIVE COSOLE | COM | 45.28K | SH | $3.6K 0.83% | 0.00 | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 18.78K | SH | $3.3K 0.77% | 0.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 11.44K | SH | $3.3K 0.76% | 0.00 | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 14.18K | SH | $3.2K 0.75% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 26.43K | SH | $3.2K 0.74% | 0.00 | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 8.96K | SH | $3.1K 0.73% | 0.00 | 0.00 | 0.00 |