BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
20.7%
Top 10 weight
40.7%
Voting Authority Distribution
Total shares with voting rights: 5.41M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.41M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 157.19K | SH | $31.45M 8.49% | 0.00 | 0.00 | 157.19K |
APPLE INCSOLE | COM | 79.31K | SH | $22.95M 6.19% | 0.00 | 0.00 | 79.31K |
MICRON TECHNOLOGY INCSOLE | COM | 19.43K | SH | $22.43M 6.05% | 0.00 | 0.00 | 19.43K |
AMAZON COM INCSOLE | COM | 63.88K | SH | $15.22M 4.11% | 0.00 | 0.00 | 63.88K |
ARROWHEAD PHARMACEUTICALS INSOLE | COM | 147.30K | SH | $12.01M 3.24% | 0.00 | 0.00 | 147.30K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 28.68K | SH | $10.61M 2.86% | 0.00 | 0.00 | 28.68K |
ALPHABET INCSOLE | CAP STK CL A | 29.08K | SH | $10.39M 2.80% | 0.00 | 0.00 | 29.08K |
JPMORGAN CHASE & COSOLE | COM | 30.18K | SH | $9.88M 2.67% | 0.00 | 0.00 | 30.18K |
ALPHABET INCSOLE | CAP STK CL C | 25.33K | SH | $8.95M 2.42% | 0.00 | 0.00 | 25.33K |
ASTERA LABS INCSOLE | COM | 14.49K | SH | $7.00M 1.89% | 0.00 | 0.00 | 14.49K |
DIGITALOCEAN HLDGS INCSOLE | COM | 43.84K | SH | $6.88M 1.86% | 0.00 | 0.00 | 43.84K |
MICROSOFT CORPSOLE | COM | 17.18K | SH | $6.41M 1.73% | 0.00 | 0.00 | 17.18K |
META PLATFORMS INCSOLE | CL A | 11.03K | SH | $6.21M 1.68% | 0.00 | 0.00 | 11.03K |
BROADCOM INCSOLE | COM | 13.15K | SH | $4.97M 1.34% | 0.00 | 0.00 | 13.15K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 14.86K | SH | $4.18M 1.13% | 0.00 | 0.00 | 14.86K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.57K | SH | $4.17M 1.13% | 0.00 | 0.00 | 5.57K |
BLACKSTONE INCSOLE | COM | 33.38K | SH | $3.93M 1.06% | 0.00 | 0.00 | 33.38K |
CATERPILLAR INCSOLE | COM | 3.38K | SH | $3.60M 0.97% | 0.00 | 0.00 | 3.38K |
RUBRIK INC.SOLE | CL A | 44.20K | SH | $3.55M 0.96% | 0.00 | 0.00 | 44.20K |
KENVUE INCSOLE | COM | 177.13K | SH | $3.38M 0.91% | 0.00 | 0.00 | 177.13K |
REAVES UTIL INCOME FDSOLE | COM SH BEN INT | 81.98K | SH | $3.34M 0.90% | 0.00 | 0.00 | 81.98K |
UNITED RENTALS INCSOLE | COM | 2.94K | SH | $3.34M 0.90% | 0.00 | 0.00 | 2.94K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 33.81K | SH | $2.91M 0.79% | 0.00 | 0.00 | 33.81K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 35.78K | SH | $2.90M 0.78% | 0.00 | 0.00 | 35.78K |
TESLA INCSOLE | COM | 6.55K | SH | $2.76M 0.74% | 0.00 | 0.00 | 6.55K |