SUMMIT, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
30.5%
Top 10 weight
61.6%
Voting Authority Distribution
Total shares with voting rights: 3.97M
Full voting authority
3.97M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | EAFE VALUE ETF | 737.66K | SH | $54.84M 12.85% | 737.66K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 399.49K | SH | $39.66M 9.29% | 399.49K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 267.56K | SH | $35.56M 8.33% | 267.56K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 37.22K | SH | $24.21M 5.67% | 37.22K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 87.04K | SH | $22.09M 5.18% | 87.04K | 0.00 | 0.00 |
ZIFF DAVIS INCSOLE | COM | 470.28K | SH | $19.73M 4.62% | 470.28K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 31.77K | SH | $18.99M 4.45% | 31.77K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 62.32K | SH | $17.88M 4.19% | 62.32K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 172.05K | SH | $15.17M 3.55% | 172.05K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 39.97K | SH | $14.80M 3.47% | 39.97K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 48.16K | SH | $14.17M 3.32% | 48.16K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 87.52K | SH | $12.83M 3.01% | 87.52K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 44.48K | SH | $9.26M 2.17% | 44.48K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 105.61K | SH | $7.93M 1.86% | 105.61K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 70.23K | SH | $7.65M 1.79% | 70.23K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 76.33K | SH | $6.26M 1.47% | 76.33K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 16.06K | SH | $4.86M 1.14% | 16.06K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 34.25K | SH | $4.66M 1.09% | 34.25K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.32K | SH | $3.99M 0.93% | 8.32K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 12.57K | SH | $3.61M 0.85% | 12.57K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 72.78K | SH | $3.34M 0.78% | 72.78K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 13.24K | SH | $2.80M 0.66% | 13.24K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 3.71K | SH | $2.53M 0.59% | 3.71K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.37K | SH | $2.29M 0.54% | 9.37K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 12.73K | SH | $2.22M 0.52% | 12.73K | 0.00 | 0.00 |