Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VOO) | 53,991 | $37.1M | 29.20% |
| 2 | Vanguard Admiral FDS Inc(IVOO) | 121,546 | $15.8M | 12.48% |
| 3 | Berkshire Hathaway Inc del(BRK/B) | 21,092 | $10.6M | 8.31% |
| 4 | Vanguard Index FDS(VO) | 97,027 | $7.8M | 6.16% |
| 5 | Schwab Strategic TR(SCHA) | 207,566 | $7.5M | 5.91% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|
Quarter-over-quarter position changes
| First TR Exchange-Traded FD(QTEC) |
| 19,513 |
| $6.5M |
| 5.14% |
| 7 | Apple Inc(AAPL) | 18,247 | $5.3M | 4.16% |
| 8 | JPMorgan Chase & Co(JPM) | 15,260 | $5.0M | 3.93% |
| 9 | Visa Inc(V) | 13,821 | $4.7M | 3.73% |
| 10 | Nvidia Corporation(NVDA) | 22,606 | $4.5M | 3.56% |
| Unclassified | 68.88% | 71.04% | +2.16% |
| Technology | 12.65% | 11.07% | -1.58% |
| Financial Services | 16.45% | 15.98% | -0.47% |
| Consumer Defensive | 0.36% | 0.24% | -0.12% |
| Industrials | 1.67% | 1.67% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 68.88% | 71.04% | +2.16% |
| Mega Cap | 29.71% | 27.39% | -2.32% |
| Large Cap | 1.41% | 1.57% | +0.16% |