TUCSON, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
22.3%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 3.08M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.08M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL INT | 380.96K | SH | $29.02M 8.29% | 0.00 | 0.00 | 380.96K |
NVIDIA CORPORATIONSOLE | COM | 158.15K | SH | $27.58M 7.88% | 0.00 | 0.00 | 158.15K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 37.30K | SH | $21.53M 6.15% | 0.00 | 0.00 | 37.30K |
ISHARES GOLD TRSOLE | ISHARES NEW | 182.86K | SH | $16.12M 4.61% | 0.00 | 0.00 | 182.86K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US MID C | 217.16K | SH | $15.69M 4.48% | 0.00 | 0.00 | 217.16K |
APPLE INCSOLE | COM | 51.10K | SH | $12.97M 3.71% | 0.00 | 0.00 | 51.10K |
ISHARES TRSOLE | CORE S&P500 ETF | 19.73K | SH | $12.89M 3.68% | 0.00 | 0.00 | 19.73K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 148.16K | SH | $10.54M 3.01% | 0.00 | 0.00 | 148.16K |
MICROSOFT CORPSOLE | COM | 21.57K | SH | $7.98M 2.28% | 0.00 | 0.00 | 21.57K |
FIRST TR EXCHANGE-TRADED FDSOLE | DJ INTERNT IDX | 31.98K | SH | $7.49M 2.14% | 0.00 | 0.00 | 31.98K |
AMAZON COM INCSOLE | COM | 30.82K | SH | $6.42M 1.83% | 0.00 | 0.00 | 30.82K |
TESLA INCSOLE | COM | 15.53K | SH | $5.77M 1.65% | 0.00 | 0.00 | 15.53K |
ALPHABET INCSOLE | CAP STK CL C | 19.14K | SH | $5.49M 1.57% | 0.00 | 0.00 | 19.14K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 REVENUE | 45.35K | SH | $5.21M 1.49% | 0.00 | 0.00 | 45.35K |
ASTERA LABS INCSOLE | COM | 42.18K | SH | $4.62M 1.32% | 0.00 | 0.00 | 42.18K |
EXXON MOBIL CORPSOLE | COM | 26.18K | SH | $4.44M 1.27% | 0.00 | 0.00 | 26.18K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 28.51K | SH | $4.22M 1.21% | 0.00 | 0.00 | 28.51K |
ARK ETF TRSOLE | NEXT GNRTN INTER | 34.14K | SH | $4.12M 1.18% | 0.00 | 0.00 | 34.14K |
ISHARES TRSOLE | CORE S&P US VLU | 40.13K | SH | $4.10M 1.17% | 0.00 | 0.00 | 40.13K |
FIRST TR EXCHANGE-TRADED ALPSOLE | COM SHS | 24.91K | SH | $3.96M 1.13% | 0.00 | 0.00 | 24.91K |
APPLIED MATLS INCSOLE | COM | 10.98K | SH | $3.75M 1.07% | 0.00 | 0.00 | 10.98K |
VERTIV HOLDINGS COSOLE | COM CL A | 13.90K | SH | $3.48M 1.00% | 0.00 | 0.00 | 13.90K |
JPMORGAN CHASE & COSOLE | COM | 11.79K | SH | $3.47M 0.99% | 0.00 | 0.00 | 11.79K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.15K | SH | $3.35M 0.96% | 0.00 | 0.00 | 5.15K |
FIRST TR EXCHANGE-TRADED ALPSOLE | MID CP GR ALPH | 36.40K | SH | $3.29M 0.94% | 0.00 | 0.00 | 36.40K |