Filing: 0001802530-25-000002
Total Filing Value
$1.08BIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | COM | 594918104 | $69,252,408 | 164,300 | — |
| APPLE INC | AAPL | COM | 037833100 | $60,267,120 | 240,664 | — |
| NVIDIA CORPORATION | NVDA | COM | 67066G104 | $36,283,368 | 270,187 | — |
| SECURITY NATL FINL CORP | SNFCA | CL A NEW | 814785309 | $31,564,687 | 2,623,831 | — |
| AMAZON COM INC | AMZN | COM | 023135106 | $26,920,007 | 122,704 | — |
| ISHARES TR | IVV | CORE S&P500 ETF | 464287200 | $26,449,196 | 44,930 | — |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $24,532,096 | 487,038 | — | |
| ISHARES TR | IJH | CORE S&P MCP ETF | 464287507 | $19,456,091 | 312,247 | — |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N882 | $19,188,784 | 753,533 | — | |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | 78462F103 | $18,919,709 | 32,282 | — |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | 921937835 | $18,881,893 | 262,577 | — |
| VANGUARD ADMIRAL FDS INC | IVOO | MIDCP 400 IDX | 921932885 | $16,486,765 | 156,273 | — |
| ALPHABET INC | GOOGL | CAP STK CL A | 02079K305 | $14,264,936 | 75,356 | — |
| META PLATFORMS INC | META | CL A | 30303M102 | $12,134,010 | 20,724 | — |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $11,721,489 | 22,928 | — | |
| CHEVRON CORP NEW | CVX | COM | 166764100 | $11,514,719 | 79,500 | — |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | SPONSORED ADS | 874039100 | $10,929,615 | 55,343 | — |
| UNITEDHEALTH GROUP INC | UNH | COM | 91324P102 | $10,847,902 | 21,444 | — |
| TESLA INC | TSLA | COM | 88160R101 | $10,361,607 | 25,658 | — |
| BROADCOM INC | AVGO | COM | 11135F101 | $9,868,757 | 42,567 | — |
Rows:
1–20 of 372
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