RENO, NV
Allocation by class
Portfolio Concentration
Top 3 weight
18.1%
Top 10 weight
37.0%
Voting Authority Distribution
Total shares with voting rights: 30.30M
Full voting authority
29.69M
shares
Joint voting authority
616.10K
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | common | 2.08M | SH | $409.43M 7.66% | 2.06M | 15.12K | 0.00 |
APPLE COMPUTERSOLE | common | 1.02M | SH | $316.26M 5.92% | 961.16K | 54.67K | 0.00 |
ALPHABET INC.SOLE | common | 663.67K | SH | $241.32M 4.51% | 655.37K | 6.35K | 0.00 |
MICROSOFT CORPSOLE | common | 618.49K | SH | $240.49M 4.50% | 588.60K | 27.79K | 0.00 |
AMAZON.COMSOLE | common | 686.38K | SH | $168.84M 3.16% | 673.74K | 9.64K | 0.00 |
SPDR S&P 500SOLE | common | 213.06K | SH | $159.31M 2.98% | 211.07K | 1.69K | 0.00 |
ISHARES S&P 500SOLE | common | 175.40K | SH | $131.74M 2.46% | 174.38K | 696.00 | 0.00 |
JP MORGAN CHASESOLE | common | 325.51K | SH | $110.42M 2.07% | 315.96K | 9.56K | 0.00 |
BROADCOM INCSOLE | common | 278.99K | SH | $103.44M 1.93% | 278.42K | 570.00 | 0.00 |
I SHARES S&P MID 400SOLE | common | 1.25M | SH | $94.41M 1.77% | 1.23M | 21.32K | 0.00 |
ISHARES EMERG-IEMGSOLE | common | 1.17M | SH | $93.40M 1.75% | 1.16M | 6.43K | 0.00 |
VANGUARD FTSE INTLSOLE | common | 1.12M | SH | $79.22M 1.48% | 1.10M | 16.87K | 0.00 |
VISA INCSOLE | common | 209.43K | SH | $73.76M 1.38% | 206.25K | 3.17K | 0.00 |
VANG EMERG MKT ETFSOLE | common | 1.16M | SH | $68.41M 1.28% | 1.14M | 15.84K | 0.00 |
BERKSHIRE CLBSOLE | common | 126.76K | SH | $63.89M 1.19% | 122.15K | 4.41K | 0.00 |
META PLATFORMS INCSOLE | common | 101.47K | SH | $62.46M 1.17% | 100.51K | 962.00 | 0.00 |
ALPHABET INCSOLE | common | 170K | SH | $62.39M 1.17% | 164.48K | 4.51K | 0.00 |
LILLY ELI & COSOLE | common | 48.91K | SH | $60.44M 1.13% | 48.43K | 482.00 | 0.00 |
ISHARES EAFE-IEFASOLE | common | 596.26K | SH | $57.84M 1.08% | 595.37K | 888.00 | 0.00 |
ISHARES S&PSMCAP 600SOLE | common | 334.57K | SH | $48.64M 0.91% | 325.63K | 7.20K | 0.00 |
INVESCO QQQ TRUSTSOLE | common | 61.44K | SH | $43.59M 0.82% | 57.77K | 3.17K | 0.00 |
GOLDMAN SACHSSOLE | common | 41.41K | SH | $43.19M 0.81% | 40.77K | 643.00 | 0.00 |
ISHR RUSSELL 1000SOLE | common | 104.96K | SH | $43.00M 0.80% | 104.96K | 0.00 | 0.00 |
MIDCAP SPDRSOLE | common | 62.24K | SH | $42.83M 0.80% | 58.92K | 3.32K | 0.00 |
RAYTHEON TECHNOLOGIESOLE | common | 209.35K | SH | $42.05M 0.79% | 200.81K | 8.55K | 0.00 |