MADISON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
13.0%
Top 10 weight
26.7%
Voting Authority Distribution
Total shares with voting rights: 767.02M
Full voting authority
767.02M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 13.03M | SH | $2.27B 5.20% | 13.03M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.91M | SH | $2.01B 4.59% | 7.91M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.80M | SH | $1.41B 3.22% | 3.80M | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 6.60M | SH | $1.27B 2.90% | 6.60M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.17M | SH | $1.08B 2.46% | 5.17M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.13M | SH | $899.50M 2.06% | 3.13M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.46M | SH | $760.30M 1.74% | 2.46M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.60M | SH | $746.75M 1.71% | 2.60M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.17M | SH | $667.75M 1.53% | 1.17M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.51M | SH | $563.07M 1.29% | 1.51M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 630.00 | SH | $452.43M 1.04% | 630.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 1.46M | SH | $428.71M 0.98% | 1.46M | 0.00 | 0.00 |
FOX CORPSOLE | CL B COM | 7.82M | SH | $415.28M 0.95% | 7.82M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 431.16K | SH | $396.57M 0.91% | 431.16K | 0.00 | 0.00 |
HARBOR ETF TRUSTSOLE | HUMAN CAP LARGE | 9.87M | SH | $391.53M 0.90% | 9.87M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 2.26M | SH | $383.05M 0.88% | 2.26M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 743.05K | SH | $356.07M 0.81% | 743.05K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.30M | SH | $316.60M 0.72% | 1.30M | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 1.43M | SH | $302.84M 0.69% | 1.43M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 2.35M | SH | $291.74M 0.67% | 2.35M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 910.17K | SH | $275.09M 0.63% | 910.17K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 5.42M | SH | $262.41M 0.60% | 5.42M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 240.39K | SH | $239.54M 0.55% | 240.39K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 461.13K | SH | $230.41M 0.53% | 461.13K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 2.36M | SH | $227.30M 0.52% | 2.30M | 0.00 | 0.00 |