NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
82.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 519.00
Full voting authority
519.00
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 169.00 | SH | $32.5K 31.14% | 169.00 | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 200.00 | SH | $29.3K 28.06% | 200.00 | 0.00 | 0.00 |
TESLA INCSOLE | COM | 100.00 | SH | $24.8K 23.73% | 100.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 50.00 | SH | $17.8K 17.07% | 50.00 | 0.00 | 0.00 |