POULSBO, WA
Allocation by class
Portfolio Concentration
Top 3 weight
15.6%
Top 10 weight
32.1%
Voting Authority Distribution
Total shares with voting rights: 4.40M
Full voting authority
4.38M
shares
Joint voting authority
0.00
shares
No voting authority
23.02K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 91.09K | SH | $15.89M 6.63% | 90.01K | 0.00 | 1.08K |
APPLE INCSOLE | COM | 53.90K | SH | $13.68M 5.71% | 53.81K | 0.00 | 88.00 |
MICROSOFT CORPSOLE | COM | 21.17K | SH | $7.84M 3.27% | 21.05K | 0.00 | 126.00 |
ALPHABET INCSOLE | CAP STK CL A | 26.81K | SH | $7.71M 3.22% | 26.81K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 35.19K | SH | $7.33M 3.06% | 35.07K | 0.00 | 119.00 |
BROADCOM INCSOLE | COM | 17.70K | SH | $5.48M 2.29% | 17.55K | 0.00 | 150.00 |
TESLA INCSOLE | COM | 13.76K | SH | $5.12M 2.13% | 13.67K | 0.00 | 92.00 |
META PLATFORMS INCSOLE | CL A | 8.66K | SH | $4.96M 2.07% | 8.62K | 0.00 | 49.00 |
ALPHABET INCSOLE | CAP STK CL C | 15.88K | SH | $4.56M 1.90% | 15.88K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 30.26K | SH | $4.31M 1.80% | 30.26K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 21.63K | SH | $3.67M 1.53% | 21.33K | 0.00 | 300.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.92K | SH | $3.32M 1.38% | 6.89K | 0.00 | 24.00 |
JPMORGAN CHASE & COSOLE | COM | 9.79K | SH | $2.88M 1.20% | 9.79K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.83K | SH | $2.61M 1.09% | 2.82K | 0.00 | 13.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.53K | SH | $2.30M 0.96% | 3.53K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 16.62K | SH | $2.07M 0.86% | 16.62K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.94K | SH | $1.93M 0.81% | 1.93K | 0.00 | 12.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 12.63K | SH | $1.85M 0.77% | 12.49K | 0.00 | 140.00 |
NETFLIX INC.SOLE | COM | 17.85K | SH | $1.72M 0.72% | 17.74K | 0.00 | 110.00 |
ABBVIE INCSOLE | COM | 7.60K | SH | $1.65M 0.69% | 7.60K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 5.46K | SH | $1.65M 0.69% | 5.43K | 0.00 | 31.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5K | SH | $1.60M 0.67% | 5K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 4.61K | SH | $1.56M 0.65% | 4.61K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 6.33K | SH | $1.55M 0.65% | 6.33K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 7.41K | SH | $1.53M 0.64% | 7.41K | 0.00 | 0.00 |