BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
15.0%
Top 10 weight
41.3%
Voting Authority Distribution
Total shares with voting rights: 4.13M
Full voting authority
4.13M
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 |
|---|---|---|---|---|---|---|---|
WORLD GOLD TRSOLE | SPDR GLD MINIS | 233.76K | SH | $21.67M 5.25% | 233.76K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 240.52K | SH | $21.20M 5.14% | 240.52K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 56.75K | SH | $19.18M 4.65% | 56.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 66.52K | SH | $19.08M 4.63% | 66.52K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 50.25K | SH | $16.98M 4.12% | 50.24K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 78.80K | SH | $16.41M 3.98% | 78.80K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 40.12K | SH | $14.85M 3.60% | 40.12K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 54.35K | SH | $13.79M 3.34% | 54.35K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 28.44K | SH | $13.63M 3.30% | 28.44K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 44.21K | SH | $13.36M 3.24% | 44.20K | 0.00 | 0.00 |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 262.70K | SH | $11.72M 2.84% | 262.70K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 12.63K | SH | $11.62M 2.82% | 12.63K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 60.52K | SH | $10.27M 2.49% | 60.52K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 105.75K | SH | $9.94M 2.41% | 105.75K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 243.01K | SH | $9.83M 2.38% | 243.01K | 0.00 | 0.00 |
FLEXTRONICS INTL LTDSOLE | ORD | 144.31K | SH | $9.45M 2.29% | 144.31K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 31.46K | SH | $9.05M 2.19% | 31.46K | 0.00 | 0.00 |
TOTALENERGIES SESOLE | ACT | 97.67K | SH | $8.89M 2.15% | 97.67K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 44.03K | SH | $7.68M 1.86% | 44.03K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 13.01K | SH | $7.44M 1.80% | 13.01K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 45.76K | SH | $7.20M 1.74% | 45.76K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 4.82K | SH | $6.37M 1.54% | 4.82K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 33.17K | SH | $6.19M 1.50% | 33.17K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 38.02K | SH | $5.98M 1.45% | 38.02K | 0.00 | 0.00 |
CNH INDL N VSOLE | SHS | 525.74K | SH | $5.78M 1.40% | 525.74K | 0.00 | 0.00 |