NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
10.3%
Top 10 weight
21.1%
Voting Authority Distribution
Total shares with voting rights: 42.02M
Full voting authority
42.02M
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 | 644.04K | SH | $163.45M 4.34% | 644.04K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 804.68K | SH | $140.34M 3.73% | 804.68K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 231.19K | SH | $85.58M 2.27% | 231.19K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 358.53K | SH | $74.67M 1.98% | 358.53K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 95.36K | SH | $62.29M 1.66% | 95.36K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 197.02K | SH | $56.52M 1.50% | 197.02K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 715.32K | SH | $54.75M 1.45% | 715.32K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 173.38K | SH | $53.66M 1.43% | 173.38K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 178.17K | SH | $52.41M 1.39% | 178.17K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 134.51K | SH | $50.00M 1.33% | 134.51K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 440.36K | SH | $48.30M 1.28% | 440.36K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 581.48K | SH | $42.82M 1.14% | 581.48K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 71.02K | SH | $40.63M 1.08% | 71.02K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 118.19K | SH | $40.05M 1.06% | 118.19K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 125.63K | SH | $36.12M 0.96% | 125.63K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 289.42K | SH | $36.04M 0.96% | 289.42K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 57.16K | SH | $32.99M 0.88% | 57.16K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 222.40K | SH | $32.53M 0.86% | 222.40K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 28.38K | SH | $28.28M 0.75% | 28.38K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 42.66K | SH | $27.82M 0.74% | 42.66K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 154.33K | SH | $26.18M 0.70% | 154.33K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 54.41K | SH | $26.08M 0.69% | 54.41K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 118.16K | SH | $25.70M 0.68% | 118.16K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 29.43K | SH | $24.90M 0.66% | 29.43K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 27.04K | SH | $24.87M 0.66% | 27.04K | 0.00 | 0.00 |