Style
GrowthTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple Inc(AAPL) | 49,836 | $16.6M | 11.66% |
| 2 | Nvidia Corporation(NVDA) | 59,961 | $13.7M | 9.62% |
| 3 | Advanced Micro Devices Inc(AMD) | 14,702 | $9.0M | 6.32% |
| 4 | Mastercard Incorporated(MA) | 15,839 | $8.7M | 6.14% |
| 5 | Visa Inc(V) | 23,395 | $8.4M | 5.91% |
| 6 | Microsoft Corp(MSFT) | 16,308 | $8.4M | 5.88% |
| 7 | Spdr Gold TR(GLD) | 19,406 | $7.4M | 5.19% |
| 8 | Abbvie Inc(ABBV) | 27,954 | $7.3M | 5.14% |
| 9 | Alphabet Inc(GOOGL) | 16,539 | $5.7M | 4.00% |
| 10 | Schwab Strategic TR(SCHY) | 170,901 | $5.4M | 3.77% |
Latest filing, equity positions only