RENO, NV
Allocation by class
Portfolio Concentration
Top 3 weight
18.1%
Top 10 weight
36.3%
Voting Authority Distribution
Total shares with voting rights: 30.50M
Full voting authority
29.87M
shares
Joint voting authority
627.90K
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 | 2.09M | SH | $370.53M 7.60% | 2.07M | 15.18K | 0.00 |
APPLE COMPUTERSOLE | common | 1.04M | SH | $270.26M 5.55% | 984.45K | 57.39K | 0.00 |
MICROSOFT CORPSOLE | common | 642.28K | SH | $239.50M 4.92% | 612.35K | 27.84K | 0.00 |
ALPHABET INC.SOLE | common | 664.65K | SH | $197.84M 4.06% | 656.27K | 6.38K | 0.00 |
AMAZON.COMSOLE | common | 685.05K | SH | $145.77M 2.99% | 672.38K | 9.67K | 0.00 |
SPDR S&P 500SOLE | common | 218.87K | SH | $144.22M 2.96% | 216.89K | 1.69K | 0.00 |
ISHARES S&P 500SOLE | common | 170.59K | SH | $112.90M 2.32% | 169.77K | 696.00 | 0.00 |
BROADCOM INCSOLE | common | 335.74K | SH | $105.57M 2.17% | 334.98K | 758.00 | 0.00 |
JP MORGAN CHASESOLE | common | 328.33K | SH | $97.01M 1.99% | 318.69K | 9.65K | 0.00 |
I SHARES S&P MID 400SOLE | common | 1.23M | SH | $84.07M 1.73% | 1.21M | 15.35K | 0.00 |
ISHARES EMERG-IEMGSOLE | common | 1.15M | SH | $80.93M 1.66% | 1.15M | 6.43K | 0.00 |
VANGUARD FTSE INTLSOLE | common | 1.10M | SH | $71.88M 1.48% | 1.08M | 16.87K | 0.00 |
VISA INCSOLE | common | 212.65K | SH | $64.50M 1.32% | 209.46K | 3.18K | 0.00 |
VANG EMERG MKT ETFSOLE | common | 1.16M | SH | $62.72M 1.29% | 1.14M | 15.84K | 0.00 |
BERKSHIRE CLBSOLE | common | 126.58K | SH | $60.30M 1.24% | 121.96K | 4.41K | 0.00 |
META PLATFORMS INCSOLE | common | 103.18K | SH | $59.13M 1.21% | 102.22K | 968.00 | 0.00 |
ISHARES EAFE-IEFASOLE | common | 579.09K | SH | $53.21M 1.09% | 578.20K | 888.00 | 0.00 |
ALPHABET INCSOLE | common | 172.31K | SH | $51.69M 1.06% | 166.79K | 4.51K | 0.00 |
LILLY ELI & COSOLE | common | 49.19K | SH | $45.60M 0.94% | 48.70K | 484.00 | 0.00 |
RAYTHEON TECHNOLOGIESOLE | common | 210.85K | SH | $41.83M 0.86% | 202.29K | 8.55K | 0.00 |
ISHARES S&PSMCAP 600SOLE | common | 326.38K | SH | $41.16M 0.84% | 320.04K | 4.75K | 0.00 |
TJX COMPANIESSOLE | common | 253.94K | SH | $41.09M 0.84% | 251.78K | 2.16K | 0.00 |
CHEVRONSOLE | common | 201.41K | SH | $40.05M 0.82% | 197.93K | 2.98K | 0.00 |
MIDCAP SPDRSOLE | common | 63.51K | SH | $39.71M 0.81% | 60.19K | 3.32K | 0.00 |
ISHR RUSSELL 1000SOLE | common | 105.49K | SH | $38.13M 0.78% | 105.49K | 0.00 | 0.00 |