TYSONS, VA
Allocation by class
Portfolio Concentration
Top 3 weight
25.3%
Top 10 weight
60.7%
Voting Authority Distribution
Total shares with voting rights: 799.24K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
799.24K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 34.48K | SH | $8.75M 10.60% | 0.00 | 0.00 | 34.48K |
ISHARES TRSOLE | CORE S&P500 ETF | 9.94K | SH | $6.49M 7.86% | 0.00 | 0.00 | 9.94K |
MICROSOFT CORPSOLE | COM | 15.36K | SH | $5.69M 6.89% | 0.00 | 0.00 | 15.36K |
AMAZON COM INCSOLE | COM | 23.79K | SH | $4.96M 6.00% | 0.00 | 0.00 | 23.79K |
ISHARES TRSOLE | CORE S&P US VLU | 47.70K | SH | $4.88M 5.91% | 0.00 | 0.00 | 47.70K |
PROSHARES TRSOLE | ULTRAPRO QQQ | 98.85K | SH | $4.12M 4.99% | 0.00 | 0.00 | 98.85K |
FIDELITY COVINGTON TRUSTSOLE | BLUE CHIP GRWTH | 77.54K | SH | $3.89M 4.71% | 0.00 | 0.00 | 77.54K |
ISHARES TRSOLE | CORE S&P SCP ETF | 31.18K | SH | $3.88M 4.69% | 0.00 | 0.00 | 31.18K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 71.64K | SH | $3.78M 4.58% | 0.00 | 0.00 | 71.64K |
ARK ETF TRSOLE | INNOVATION ETF | 54.76K | SH | $3.70M 4.48% | 0.00 | 0.00 | 54.76K |
ISHARES TRSOLE | CORE S&P MCP ETF | 53.29K | SH | $3.60M 4.36% | 0.00 | 0.00 | 53.29K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 53.27K | SH | $3.26M 3.95% | 0.00 | 0.00 | 53.27K |
TESLA INCSOLE | COM | 7.92K | SH | $2.94M 3.57% | 0.00 | 0.00 | 7.92K |
NVIDIA CORPORATIONSOLE | COM | 15.56K | SH | $2.71M 3.29% | 0.00 | 0.00 | 15.56K |
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 28.25K | SH | $2.40M 2.91% | 0.00 | 0.00 | 28.25K |
ISHARES INCSOLE | CORE MSCI EMKT | 30.14K | SH | $2.10M 2.55% | 0.00 | 0.00 | 30.14K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.21K | SH | $2.02M 2.44% | 0.00 | 0.00 | 4.21K |
ALPHABET INCSOLE | CAP STK CL C | 4.56K | SH | $1.31M 1.59% | 0.00 | 0.00 | 4.56K |
ADVANCED MICRO DEVICES INCSOLE | COM | 6.37K | SH | $1.30M 1.57% | 0.00 | 0.00 | 6.37K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 13.58K | SH | $993.5K 1.20% | 0.00 | 0.00 | 13.58K |
SCHWAB CHARLES CORPSOLE | COM | 10.04K | SH | $943.7K 1.14% | 0.00 | 0.00 | 10.04K |
DIREXION SHARES ETF TRUSTSOLE | DAILY HOMEBUILDE | 24.58K | SH | $932.8K 1.13% | 0.00 | 0.00 | 24.58K |
SNOWFLAKE INCSOLE | COM SHS | 5.21K | SH | $786.1K 0.95% | 0.00 | 0.00 | 5.21K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.13K | SH | $735.5K 0.89% | 0.00 | 0.00 | 1.13K |
META PLATFORMS INCSOLE | CL A | 1.28K | SH | $734.0K 0.89% | 0.00 | 0.00 | 1.28K |