PASADENA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
22.6%
Top 10 weight
36.7%
Voting Authority Distribution
Total shares with voting rights: 37.96M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
37.96M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500SOLE | COM | 598.76K | SH | $411.2K 10.61% | 0.00 | 0.00 | 598.76K |
APPLE INCSOLE | COM | 968.31K | SH | $280.2K 7.23% | 0.00 | 0.00 | 968.31K |
NVIDIA CORPSOLE | COM | 926.90K | SH | $185.5K 4.79% | 0.00 | 0.00 | 926.90K |
COSTCO WHOLESALE CORPSOLE | COM | 115.83K | SH | $108.4K 2.80% | 0.00 | 0.00 | 115.83K |
AMAZON.COM INCSOLE | COM | 451.31K | SH | $107.6K 2.78% | 0.00 | 0.00 | 451.31K |
INVESCOSOLE | COM | 120.48K | SH | $88.7K 2.29% | 0.00 | 0.00 | 120.48K |
MICROSOFT CORPSOLE | COM | 237.20K | SH | $88.5K 2.28% | 0.00 | 0.00 | 237.20K |
ALPHABET INCSOLE | COM | 173.99K | SH | $62.2K 1.60% | 0.00 | 0.00 | 173.99K |
ALPHABET INCSOLE | COM | 131.13K | SH | $46.3K 1.20% | 0.00 | 0.00 | 131.13K |
ADVANCED MICRO DEVICESSOLE | COM | 73.84K | SH | $42.9K 1.11% | 0.00 | 0.00 | 73.84K |
STATE STREET SPDRSOLE | COM | 57.34K | SH | $42.8K 1.10% | 0.00 | 0.00 | 57.34K |
TESLA INCSOLE | COM | 86.20K | SH | $36.3K 0.94% | 0.00 | 0.00 | 86.20K |
ISHARESSOLE | COM | 325.53K | SH | $32.8K 0.85% | 0.00 | 0.00 | 325.53K |
META PLATFORMS INCSOLE | COM | 58.12K | SH | $32.7K 0.84% | 0.00 | 0.00 | 58.12K |
BROADCOM INCSOLE | COM | 82.28K | SH | $31.1K 0.80% | 0.00 | 0.00 | 82.28K |
JPMORGAN CHASE & COSOLE | COM | 89.17K | SH | $29.2K 0.75% | 0.00 | 0.00 | 89.17K |
ISHARESSOLE | COM | 35.50K | SH | $26.6K 0.69% | 0.00 | 0.00 | 35.50K |
PALO ALTO NETWORKS INCSOLE | COM | 73K | SH | $24.9K 0.64% | 0.00 | 0.00 | 73K |
BERKSHIRE HATHAWAY INCSOLE | COM | 49.05K | SH | $24.5K 0.63% | 0.00 | 0.00 | 49.05K |
CATERPILLAR INCSOLE | COM | 22.43K | SH | $23.9K 0.62% | 0.00 | 0.00 | 22.43K |
MICRON TECHNOLOGY INCSOLE | COM | 20.50K | SH | $23.7K 0.61% | 0.00 | 0.00 | 20.50K |
BLACKROCK SCIENCE &SOLE | COM | 763.87K | SH | $22.9K 0.59% | 0.00 | 0.00 | 763.87K |
ELI LILLY & COSOLE | COM | 18.60K | SH | $22.3K 0.58% | 0.00 | 0.00 | 18.60K |
ABBVIE INCSOLE | COM | 88.31K | SH | $22.2K 0.57% | 0.00 | 0.00 | 88.31K |
PALANTIR TECHNOLOGIESSOLE | COM | 186.24K | SH | $21.7K 0.56% | 0.00 | 0.00 | 186.24K |