KINNELON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
18.4%
Top 10 weight
44.4%
Voting Authority Distribution
Total shares with voting rights: 2.85M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.85M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 64.37K | SH | $18.63M 8.14% | 0.00 | 0.00 | 64.37K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 150.26K | SH | $11.87M 5.19% | 0.00 | 0.00 | 150.26K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.25K | SH | $11.63M 5.08% | 0.00 | 0.00 | 23.25K |
KEYCORPSOLE | COM | 479.12K | SH | $11.04M 4.83% | 0.00 | 0.00 | 479.12K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 209.02K | SH | $9.27M 4.05% | 0.00 | 0.00 | 209.02K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 101.15K | SH | $8.71M 3.81% | 0.00 | 0.00 | 101.15K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 35.83K | SH | $8.48M 3.71% | 0.00 | 0.00 | 35.83K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 242.95K | SH | $7.70M 3.37% | 0.00 | 0.00 | 242.95K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.74K | SH | $7.27M 3.18% | 0.00 | 0.00 | 9.74K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 264.31K | SH | $7.01M 3.06% | 0.00 | 0.00 | 264.31K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 151.11K | SH | $6.96M 3.04% | 0.00 | 0.00 | 151.11K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 229.82K | SH | $6.66M 2.91% | 0.00 | 0.00 | 229.82K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 30.11K | SH | $5.74M 2.51% | 0.00 | 0.00 | 30.11K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.71K | SH | $4.95M 2.16% | 0.00 | 0.00 | 6.71K |
TESLA INCSOLE | COM | 10.67K | SH | $4.49M 1.96% | 0.00 | 0.00 | 10.67K |
AMAZON COM INCSOLE | COM | 17.25K | SH | $4.11M 1.80% | 0.00 | 0.00 | 17.25K |
ALPHABET INCSOLE | CAP STK CL A | 10.34K | SH | $3.70M 1.62% | 0.00 | 0.00 | 10.34K |
MICROSOFT CORPSOLE | COM | 9.69K | SH | $3.62M 1.58% | 0.00 | 0.00 | 9.69K |
ALPHABET INCSOLE | CAP STK CL C | 9.37K | SH | $3.31M 1.45% | 0.00 | 0.00 | 9.37K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 34.11K | SH | $3.29M 1.44% | 0.00 | 0.00 | 34.11K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 36.22K | SH | $3.10M 1.35% | 0.00 | 0.00 | 36.22K |
ISHARES TRSOLE | CORE MSCI EAFE | 31.74K | SH | $3.07M 1.34% | 0.00 | 0.00 | 31.74K |
ISHARES INCSOLE | MSCI WORLD ETF | 13.44K | SH | $2.72M 1.19% | 0.00 | 0.00 | 13.44K |
JPMORGAN CHASE & COSOLE | COM | 8.14K | SH | $2.67M 1.16% | 0.00 | 0.00 | 8.14K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 81.67K | SH | $2.54M 1.11% | 0.00 | 0.00 | 81.67K |