PRINCETON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
30.0%
Top 10 weight
55.7%
Voting Authority Distribution
Total shares with voting rights: 1.03M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.03M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 44.59K | SH | $21.37M 18.00% | 0.00 | 0.00 | 44.59K |
NVIDIA CORPORATIONSOLE | COM | 44.92K | SH | $7.83M 6.60% | 0.00 | 0.00 | 44.92K |
TESLA INCSOLE | COM | 17.31K | SH | $6.44M 5.42% | 0.00 | 0.00 | 17.31K |
JOHNSON & JOHNSONSOLE | COM | 25.81K | SH | $6.31M 5.32% | 0.00 | 0.00 | 25.81K |
APPLE INCSOLE | COM | 19.92K | SH | $5.06M 4.26% | 0.00 | 0.00 | 19.92K |
AMAZON COM INCSOLE | COM | 23.41K | SH | $4.88M 4.11% | 0.00 | 0.00 | 23.41K |
ALPHABET INCSOLE | CAP STK CL A | 13.90K | SH | $4.00M 3.37% | 0.00 | 0.00 | 13.90K |
ALPHABET INCSOLE | CAP STK CL C | 13.26K | SH | $3.80M 3.20% | 0.00 | 0.00 | 13.26K |
BITWISE BITCOIN ETF TRSOLE | SHS BEN INT | 92.51K | SH | $3.41M 2.87% | 0.00 | 0.00 | 92.51K |
MICROSOFT CORPSOLE | COM | 8.12K | SH | $3.01M 2.53% | 0.00 | 0.00 | 8.12K |
LAM RESEARCH CORPSOLE | COM NEW | 13.56K | SH | $2.90M 2.44% | 0.00 | 0.00 | 13.56K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 86.70K | SH | $2.66M 2.24% | 0.00 | 0.00 | 86.70K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 21.97K | SH | $2.12M 1.79% | 0.00 | 0.00 | 21.97K |
BLACKSTONE INCSOLE | COM | 16.64K | SH | $1.91M 1.61% | 0.00 | 0.00 | 16.64K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.19K | SH | $1.83M 1.54% | 0.00 | 0.00 | 4.19K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 3.65K | SH | $1.69M 1.42% | 0.00 | 0.00 | 3.65K |
VERIZON COMMUNICATIONS INCSOLE | COM | 32.12K | SH | $1.61M 1.36% | 0.00 | 0.00 | 32.12K |
PACER FDS TRSOLE | US CASH COWS 100 | 23.13K | SH | $1.45M 1.22% | 0.00 | 0.00 | 23.13K |
MERCADOLIBRE INCSOLE | COM | 780.00 | SH | $1.35M 1.14% | 0.00 | 0.00 | 780.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 GARP ETF | 12.41K | SH | $1.34M 1.13% | 0.00 | 0.00 | 12.41K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 23.58K | SH | $1.24M 1.05% | 0.00 | 0.00 | 23.58K |
VISA INCSOLE | COM CL A | 4.10K | SH | $1.24M 1.04% | 0.00 | 0.00 | 4.10K |
BROADCOM INCSOLE | COM | 3.82K | SH | $1.18M 1.00% | 0.00 | 0.00 | 3.82K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.70K | SH | $1.10M 0.93% | 0.00 | 0.00 | 1.70K |
AMGEN INCSOLE | COM | 3.11K | SH | $1.09M 0.92% | 0.00 | 0.00 | 3.11K |