| Issuer | % book | Value | Conviction | Business |
|---|---|---|---|---|
| $AAPL · APPLE INC | 3.1% | $105,481,680 | Med | iPhone, Mac, services and consumer electronics |
| $TSLA · TESLA INC | 3.1% | $103,435,600 | Med | Electric vehicles, energy storage and solar |
| $STIP · ISHARES TR | 2.2% | $74,744,700 | Med | BlackRock iShares ETF family (index funds) |
| Issuer | % book | Δ shares | Conviction | Business |
|---|---|---|---|---|
| $IVV · ISHARES TR | 27.2% | +70% | Med | BlackRock iShares ETF family (index funds) |
| $EMB · ISHARES TR | 18.1% | +96% | Med | BlackRock iShares ETF family (index funds) |
| BONDBLOXX ETF TRUST | 10.5% | +102% | Med | Fixed-income focused ETF issuer |
| $SPYM · SPDR SERIES TRUST | 5.0% | +62% | Med | State Street SPDR ETF family |
| $IEMG · ISHARES INC | 1.7% | +81% | Low | BlackRock iShares ETF family (index funds) |
| Issuer | % book | Business |
|---|---|---|
| $IVV · ISHARES TR | 27.2% | BlackRock iShares ETF family (index funds) |
| $EMB · ISHARES TR | 18.1% | BlackRock iShares ETF family (index funds) |
| BONDBLOXX ETF TRUST | 10.5% | Fixed-income focused ETF issuer |
| $IXUS · ISHARES TR | 8.6% | BlackRock iShares ETF family (index funds) |
| $EMLC · VANECK ETF TRUST | 5.1% | VanEck exchange-traded fund family |
| $SPYM · SPDR SERIES TRUST | 5.0% | State Street SPDR ETF family |
| $SCHP · SCHWAB STRATEGIC TR | 4.6% | Schwab ETF family (index funds) |
| $IAUM · ISHARES GOLD TR | 4.3% | BlackRock physical gold-backed ETF |
| $AAPL · APPLE INC | 3.1% | iPhone, Mac, services and consumer electronics |
| $TSLA · TESLA INC | 3.1% | Electric vehicles, energy storage and solar |
Generated 2026-07-02 · Alpha-Investor tracker