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The primary goal of this investment is to substantially increase its value over an extended timeframe.
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| AMZN | Amazon.com, Inc. | 8.53% | $315.84K |
| MSFT | Microsoft Corp. | 7.47% | $276.45K |
| GOOGL | Alphabet, Inc., Class A | 6.79% | $251.40K |
| NVDA | NVIDIA Corp. | 4.07% | $150.75K |
| TSM | Taiwan Semiconductor Manufacturing Company, Ltd. | 3.93% | $145.62K |
| KKR | KKR & Company, Inc. | 3.38% | $125.01K |
| META | Meta Platforms, Inc. | 3.35% | $123.97K |
| LNG | Cheniere Energy, Inc. | 3.02% | $111.98K |
| LEN | Lennar Corp. | 2.83% | $104.68K |
| ELV | Elevance Health, Inc. | 2.69% | $99.48K |
| ROP | Roper Technologies, Inc. | 2.50% | $92.45K |
| — | JH CTF 20491231 00001.0000000000 0.000%, 12/31/2049 | 2.48% | $91.86K |
| AVGO | Broadcom, Inc. | 2.41% | $89.35K |
| CRM | salesforce.com, Inc. | 2.33% | $86.19K |
| URI | United Rentals, Inc. | 2.21% | $81.64K |
| TMO | Thermo Fisher Scientific, Inc. | 2.08% | $76.83K |
| MCK | McKesson Corp. | 1.91% | $70.53K |
| ELAN | Elanco Animal Health, Inc. | 1.86% | $68.83K |
| FWONK | Liberty Media Corp-Liberty Formula One | 1.74% | $64.28K |
| TDG | TransDigm Group, Inc. | 1.73% | $64.17K |
| RRX | Regal Rexnord Corp. | 1.55% | $57.30K |
| MTN | Vail Resorts, Inc. | 1.49% | $55.18K |
| AAPL | Apple, Inc. | 1.45% | $53.67K |
| ADBE | Adobe, Inc. | 1.45% | $53.66K |
| CCI | Crown Castle, Inc. | 1.44% | $53.34K |