SUMMIT, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
32.7%
Top 10 weight
64.2%
Voting Authority Distribution
Total shares with voting rights: 3.63M
Full voting authority
3.63M
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 | 820.43K | SH | $62.80M 13.43% | 820.43K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 273.67K | SH | $52.14M 11.15% | 273.67K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 382.54K | SH | $37.86M 8.10% | 382.54K | 0.00 | 0.00 |
ZIFF DAVIS INCSOLE | COM | 470.28K | SH | $24.63M 5.27% | 470.28K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 83.66K | SH | $24.21M 5.18% | 83.66K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 32.03K | SH | $23.92M 5.12% | 32.03K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 62.73K | SH | $22.17M 4.74% | 62.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 31.79K | SH | $21.83M 4.67% | 31.79K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 47.93K | SH | $15.69M 3.36% | 47.93K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 40.48K | SH | $15.10M 3.23% | 40.48K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR CARE ETF | 90.81K | SH | $14.41M 3.08% | 90.81K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 45.65K | SH | $10.88M 2.33% | 45.65K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 120.23K | SH | $10.07M 2.15% | 120.23K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 34.25K | SH | $8.75M 1.87% | 34.25K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR DISCR ETF | 73.10K | SH | $8.57M 1.83% | 73.10K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR STAPL ETF | 80.14K | SH | $6.66M 1.42% | 80.14K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 15.05K | SH | $5.09M 1.09% | 15.05K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 12.55K | SH | $4.48M 0.96% | 12.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.29K | SH | $4.15M 0.89% | 8.29K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR UTIL ETF | 76.33K | SH | $3.46M 0.74% | 76.33K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 24.33K | SH | $3.33M 0.71% | 24.33K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 13.15K | SH | $2.99M 0.64% | 13.15K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 13.54K | SH | $2.71M 0.58% | 13.54K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 31.03K | SH | $2.55M 0.55% | 31.03K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 8.71K | SH | $2.21M 0.47% | 8.71K | 0.00 | 0.00 |