NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
4.6%
Top 10 weight
10.6%
Voting Authority Distribution
Total shares with voting rights: 33.83M
Full voting authority
33.83M
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 |
|---|---|---|---|---|---|---|---|
APPLIED MATLS INCSOLE | COM | 28.02K | SH | $20.26M 1.75% | 28.02K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 28.06K | SH | $19.27M 1.66% | 28.06K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 30.89K | SH | $13.39M 1.15% | 30.89K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 85.51K | SH | $12.53M 1.08% | 85.51K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 15.70K | SH | $11.76M 1.01% | 15.70K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST INTER BD ETF | 306.16K | SH | $10.24M 0.88% | 306.16K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 27.17K | SH | $9.60M 0.83% | 27.17K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 15.77K | SH | $9.16M 0.79% | 15.77K | 0.00 | 0.00 |
DIREXION SHARES ETF TRUSTSOLE | DAI SEM BUL ETF | 31.76K | SH | $8.47M 0.73% | 31.76K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 7.95K | SH | $7.65M 0.66% | 7.95K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 72.85K | SH | $7.04M 0.61% | 72.85K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 18.13K | SH | $6.85M 0.59% | 18.13K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 22.15K | SH | $6.71M 0.58% | 22.15K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 75.16K | SH | $6.23M 0.54% | 75.16K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 58.96K | SH | $5.84M 0.50% | 58.96K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 14.43K | SH | $5.73M 0.49% | 14.43K | 0.00 | 0.00 |
EOG RES INCSOLE | COM | 43.80K | SH | $5.68M 0.49% | 43.80K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 61.90K | SH | $5.67M 0.49% | 61.90K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 26.91K | SH | $5.63M 0.49% | 26.91K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 224.13K | SH | $5.48M 0.47% | 224.13K | 0.00 | 0.00 |
PPL CORPSOLE | COM | 143.79K | SH | $5.23M 0.45% | 143.79K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 5.15K | SH | $5.21M 0.45% | 5.15K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 18.38K | SH | $5.16M 0.45% | 18.38K | 0.00 | 0.00 |
DOMINION ENERGY INCSOLE | COM | 75.44K | SH | $5.15M 0.44% | 75.44K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 30.71K | SH | $5.15M 0.44% | 30.71K | 0.00 | 0.00 |