ENCINO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
12.2%
Top 10 weight
29.4%
Voting Authority Distribution
Total shares with voting rights: 1.10M
Full voting authority
1.10M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 43.05K | SH | $8.61M 5.39% | 43.05K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 67.62K | SH | $5.48M 3.43% | 67.62K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.79K | SH | $5.44M 3.40% | 18.79K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 39.03K | SH | $4.85M 3.03% | 39.03K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.33K | SH | $4.84M 3.03% | 8.33K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 8.95K | SH | $3.88M 2.43% | 8.95K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.81K | SH | $3.66M 2.29% | 9.81K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.22K | SH | $3.65M 2.29% | 10.22K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 4.59K | SH | $3.32M 2.08% | 4.59K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 13.61K | SH | $3.24M 2.03% | 13.61K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 9.02K | SH | $3.20M 2.00% | 9.02K | 0.00 | 0.00 |
CATHAY GEN BANCORPSOLE | COM | 42K | SH | $2.60M 1.63% | 42K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 40.63K | SH | $2.43M 1.52% | 40.63K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 2.32K | SH | $2.35M 1.47% | 2.32K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 6.07K | SH | $2.29M 1.44% | 6.07K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.33K | SH | $2.17M 1.36% | 4.33K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.73K | SH | $2.01M 1.26% | 2.73K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 22.82K | SH | $2.01M 1.26% | 22.82K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 5.76K | SH | $1.89M 1.18% | 5.76K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 940.00 | SH | $1.87M 1.17% | 940.00 | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | LARGE CAP VALUE | 22.29K | SH | $1.69M 1.06% | 22.29K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 11.48K | SH | $1.68M 1.05% | 11.48K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 6.37K | SH | $1.61M 1.01% | 6.37K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P SML 600 GWT | 8.98K | SH | $1.60M 1.00% | 8.98K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR SP600GRWO | 13.17K | SH | $1.57M 0.98% | 13.17K | 0.00 | 0.00 |