CHAPEL HILL, NC
Allocation by class
Portfolio Concentration
Top 3 weight
51.5%
Top 10 weight
86.7%
Voting Authority Distribution
Total shares with voting rights: 908.61K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
908.61K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 62.65K | SH | $40.74M 34.00% | 0.00 | 0.00 | 62.65K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 364.80K | SH | $10.98M 9.16% | 0.00 | 0.00 | 285.60K |
COINBASE GLOBAL INCSOLE | COM CL A | 56.90K | SH | $9.94M 8.29% | 0.00 | 0.00 | 56.90K |
ISHARES TRSOLE | 20 YR TR BD ETF | 123.50K | SH | $9.80M 8.18% | 0.00 | 0.00 | 112.40K |
ISHARES TRSOLE | CORE S&P TTL STK | 61.48K | SH | $8.76M 7.31% | 0.00 | 0.00 | 61.48K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 24.56K | SH | $7.88M 6.58% | 0.00 | 0.00 | 24.56K |
APPLE INCSOLE | COM | 19.22K | SH | $4.88M 4.07% | 0.00 | 0.00 | 19.22K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 29.43K | SH | $4.30M 3.59% | 0.00 | 0.00 | 29.43K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 35.31K | SH | $3.55M 2.97% | 0.00 | 0.00 | 35.31K |
TESLA INCSOLE | COM | 10.60K | SH | $3.01M 2.51% | 0.00 | 0.00 | 8.10K |
JPMORGAN CHASE & COSOLE | COM | 9.70K | SH | $2.85M 2.38% | 0.00 | 0.00 | 9.70K |
PIMCO ETF TRSOLE | 15+ YR US TIPS | 49.10K | SH | $2.51M 2.09% | 0.00 | 0.00 | 49.10K |
ISHARES TRSOLE | CORE MSCI TOTAL | 23.19K | SH | $2.01M 1.68% | 0.00 | 0.00 | 23.19K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 76.43K | SH | $1.92M 1.60% | 0.00 | 0.00 | 76.43K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 23.49K | SH | $1.76M 1.47% | 0.00 | 0.00 | 23.49K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.24K | SH | $1.55M 1.29% | 0.00 | 0.00 | 3.24K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.90K | SH | $1.14M 0.95% | 0.00 | 0.00 | 1.90K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.16K | SH | $757.1K 0.63% | 0.00 | 0.00 | 1.16K |
SCHWAB CHARLES CORPSOLE | COM | 5.80K | SH | $545.1K 0.45% | 0.00 | 0.00 | 5.80K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 1.40K | SH | $347.2K 0.29% | 0.00 | 0.00 | 1.40K |
BANK AMERICA CORPSOLE | 7.25%CNV PFD L | 264.00 | SH | $314.6K 0.26% | 0.00 | 0.00 | 264.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 2.30K | SH | $204.0K 0.17% | 0.00 | 0.00 | 2.30K |
ISHARES TRSOLE | TIPS BD ETF | 15.40K | SH | $47.4K 0.04% | 0.00 | 0.00 | 0.00 |
NRX PHARMACEUTICALS INCSOLE | COM NEW | 15K | SH | $31.9K 0.03% | 0.00 | 0.00 | 15K |