AUSTIN, TX
Allocation by class
Portfolio Concentration
Top 3 weight
14.0%
Top 10 weight
27.9%
Voting Authority Distribution
Total shares with voting rights: 214.52M
Full voting authority
214.52M
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 | 7.70M | SH | $1.34B 5.60% | 7.70M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.66M | SH | $1.18B 4.93% | 4.66M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.23M | SH | $827.22M 3.45% | 2.23M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.89M | SH | $602.31M 2.51% | 2.89M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.92M | SH | $550.70M 2.29% | 1.92M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 846.83K | SH | $506.02M 2.11% | 846.83K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.43M | SH | $442.52M 1.84% | 1.43M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.50M | SH | $429.57M 1.79% | 1.50M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 632.56K | SH | $413.19M 1.72% | 632.56K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 690.27K | SH | $394.93M 1.65% | 690.27K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 784.96K | SH | $291.81M 1.22% | 784.96K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 289.94K | SH | $266.68M 1.11% | 289.94K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 3M | SH | $236.33M 0.98% | 3M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 1.32M | SH | $224.43M 0.93% | 1.32M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 729.43K | SH | $214.57M 0.89% | 729.43K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 823.55K | SH | $201.31M 0.84% | 823.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 410.35K | SH | $196.64M 0.82% | 410.35K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 558.75K | SH | $168.88M 0.70% | 558.75K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 333.23K | SH | $166.50M 0.69% | 333.23K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 1.69M | SH | $162.54M 0.68% | 1.69M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 1.21M | SH | $149.99M 0.62% | 1.21M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 567.16K | SH | $148.55M 0.62% | 567.16K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 1.19M | SH | $147.41M 0.61% | 1.19M | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 164.38K | SH | $143.49M 0.60% | 164.38K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 142.17K | SH | $141.66M 0.59% | 142.17K | 0.00 | 0.00 |