MORRIS PLAINS, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
36.4%
Top 10 weight
81.9%
Voting Authority Distribution
Total shares with voting rights: 1.54M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.54M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P MCP ETF | 224.10K | SH | $14.79M 14.21% | 0.00 | 0.00 | 224.10K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 163.76K | SH | $12.91M 12.40% | 0.00 | 0.00 | 163.76K |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL CORP BND | 131.90K | SH | $10.24M 9.84% | 0.00 | 0.00 | 131.90K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 140.85K | SH | $8.44M 8.11% | 0.00 | 0.00 | 140.85K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 214.99K | SH | $8.19M 7.87% | 0.00 | 0.00 | 214.99K |
ISHARES TRSOLE | CORE INTL AGGR | 153.49K | SH | $7.68M 7.38% | 0.00 | 0.00 | 153.49K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 67.58K | SH | $6.92M 6.65% | 0.00 | 0.00 | 67.58K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 29.01K | SH | $6.38M 6.13% | 0.00 | 0.00 | 29.01K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 126K | SH | $5.90M 5.67% | 0.00 | 0.00 | 126K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.54K | SH | $3.80M 3.65% | 0.00 | 0.00 | 5.54K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 73.72K | SH | $2.40M 2.31% | 0.00 | 0.00 | 73.72K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.08K | SH | $2.37M 2.28% | 0.00 | 0.00 | 7.08K |
ISHARES TRSOLE | CORE MSCI EAFE | 18.39K | SH | $1.64M 1.58% | 0.00 | 0.00 | 18.39K |
ISHARES TRSOLE | EAFE SML CP ETF | 18.64K | SH | $1.44M 1.39% | 0.00 | 0.00 | 18.64K |
ISHARES TRSOLE | CORE MSCI TOTAL | 16K | SH | $1.35M 1.30% | 0.00 | 0.00 | 16K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 15.64K | SH | $1.35M 1.30% | 0.00 | 0.00 | 15.64K |
APPLE INCSOLE | COM | 4.22K | SH | $1.15M 1.10% | 0.00 | 0.00 | 4.22K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 49.53K | SH | $1.13M 1.09% | 0.00 | 0.00 | 49.53K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 15.12K | SH | $1.12M 1.08% | 0.00 | 0.00 | 15.12K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 4.89K | SH | $936.3K 0.90% | 0.00 | 0.00 | 4.89K |
ISHARES TRSOLE | SP SMCP600VL ETF | 4.63K | SH | $527.0K 0.51% | 0.00 | 0.00 | 4.63K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 6.99K | SH | $486.8K 0.47% | 0.00 | 0.00 | 6.99K |
JOHNSON & JOHNSONSOLE | COM | 2.03K | SH | $420.7K 0.40% | 0.00 | 0.00 | 2.03K |
ISHARES INCSOLE | CORE MSCI EMKT | 6.01K | SH | $404.1K 0.39% | 0.00 | 0.00 | 6.01K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 4.46K | SH | $373.9K 0.36% | 0.00 | 0.00 | 4.46K |