NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
10.0%
Top 10 weight
21.1%
Voting Authority Distribution
Total shares with voting rights: 44.58M
Full voting authority
44.58M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 642.63K | SH | $185.95M 4.39% | 642.63K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 751.67K | SH | $150.40M 3.55% | 751.67K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 234.07K | SH | $87.31M 2.06% | 234.07K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 361.99K | SH | $86.28M 2.04% | 361.99K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 102.34K | SH | $76.64M 1.81% | 102.34K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 177K | SH | $66.86M 1.58% | 177K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 188.84K | SH | $66.72M 1.58% | 188.84K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 708.89K | SH | $62.30M 1.47% | 708.89K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 171.40K | SH | $56.11M 1.33% | 171.40K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 114.86K | SH | $54.96M 1.30% | 114.86K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 417.43K | SH | $53.35M 1.26% | 417.43K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 110.88K | SH | $46.63M 1.10% | 110.88K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 126.33K | SH | $45.15M 1.07% | 126.33K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 586.67K | SH | $43.07M 1.02% | 586.67K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 56.11K | SH | $41.32M 0.98% | 56.11K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 67.78K | SH | $38.18M 0.90% | 67.78K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 57.73K | SH | $33.53M 0.79% | 57.73K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 289.44K | SH | $32.78M 0.77% | 289.44K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 27.07K | SH | $32.46M 0.77% | 27.07K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 40.98K | SH | $30.62M 0.72% | 40.98K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 120.26K | SH | $30.26M 0.71% | 120.26K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 87.15K | SH | $29.90M 0.71% | 87.15K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 27.56K | SH | $27.87M 0.66% | 27.56K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 109.40K | SH | $27.78M 0.66% | 109.40K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 54.49K | SH | $27.26M 0.64% | 54.49K | 0.00 | 0.00 |