Style
ETFTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VOO) | 4,290,863 | $2.9B | 99.91% |
| 2 | Nvidia Corporation(NVDA) | 3,123 | $624.9K | 0.02% |
| 3 | Apple Inc(AAPL) | 1,912 | $553.3K | 0.02% |
| 4 | Microsoft Corp(MSFT) | 980 | $365.6K | 0.01% |
| 5 | Amazon COM Inc(AMZN) | 1,283 | $305.8K | 0.01% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.63% | 99.91% |
| Alphabet Inc(GOOGL) |
| 778 |
| $278.0K |
| 0.01% |
| 7 | Alphabet Inc(GOOG) | 677 | $239.2K | 0.01% |
| 8 | Broadcom Inc(AVGO) | 621 | $234.6K | 0.01% |
| +0.28% |
| Technology | 0.22% | 0.06% | -0.16% |
| Communication Services | 0.08% | 0.02% | -0.06% |
| Consumer Cyclical | 0.06% | 0.01% | -0.05% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.63% | 99.91% | +0.28% |
| Mega Cap | 0.37% | 0.09% | -0.28% |
Quarter-over-quarter position changes