LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
19.9%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 3.74M
Full voting authority
3.59M
shares
Joint voting authority
0.00
shares
No voting authority
144.21K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 185.01K | SH | $53.53M 11.71% | 173.82K | 0.00 | 11.18K |
NVIDIA CORPORATIONSOLE | COM | 94.48K | SH | $18.90M 4.14% | 80.30K | 0.00 | 14.18K |
BROADCOM INCSOLE | COM | 48.58K | SH | $18.35M 4.01% | 48.44K | 0.00 | 134.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 26.59K | SH | $18.27M 4.00% | 26.20K | 0.00 | 398.00 |
MICROSOFT CORPSOLE | COM | 38.73K | SH | $14.45M 3.16% | 33.63K | 0.00 | 5.10K |
AMAZON COM INCSOLE | COM | 49.40K | SH | $11.77M 2.58% | 44.33K | 0.00 | 5.07K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 14.76K | SH | $11.02M 2.41% | 14.76K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 30.70K | SH | $10.97M 2.40% | 22.16K | 0.00 | 8.54K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 59.06K | SH | $9.27M 2.03% | 58.19K | 0.00 | 870.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 12.11K | SH | $9.07M 1.98% | 10.77K | 0.00 | 1.34K |
CACI INTL INCSOLE | CL A | 19.47K | SH | $9.02M 1.97% | 19.47K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.15K | SH | $8.58M 1.88% | 16.84K | 0.00 | 310.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.92K | SH | $7.74M 1.69% | 20.67K | 0.00 | 251.00 |
WALMART INCSOLE | COM | 57.31K | SH | $6.49M 1.42% | 57.31K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.13K | SH | $5.99M 1.31% | 7.68K | 0.00 | 452.00 |
ALPHABET INCSOLE | CAP STK CL C | 16.45K | SH | $5.81M 1.27% | 15.13K | 0.00 | 1.32K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 19.64K | SH | $5.52M 1.21% | 19.64K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 13.81K | SH | $4.11M 0.90% | 13.81K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 27.15K | SH | $4.03M 0.88% | 22.43K | 0.00 | 4.72K |
ILLUMINA INCSOLE | COM | 22.73K | SH | $4.00M 0.87% | 22.73K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 80 20 ETF | 38.15K | SH | $3.72M 0.81% | 36.10K | 0.00 | 2.04K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 43.13K | SH | $3.72M 0.81% | 41.42K | 0.00 | 1.71K |
ASTRANA HEALTH INCSOLE | COM NEW | 77.75K | SH | $3.61M 0.79% | 77.75K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 3.67K | SH | $3.44M 0.75% | 3.67K | 0.00 | 1.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 59.58K | SH | $3.28M 0.72% | 59.58K | 0.00 | 0.00 |