HOBOKEN, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
48.2%
Top 10 weight
80.0%
Voting Authority Distribution
Total shares with voting rights: 3.72M
Full voting authority
3.72M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 286.62K | SH | $106.06M 27.75% | 286.62K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 1.09M | SH | $48.35M 12.65% | 1.09M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 180.88K | SH | $29.71M 7.77% | 180.88K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 704.17K | SH | $25.94M 6.79% | 704.17K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 75.51K | SH | $25.58M 6.69% | 75.51K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 254.95K | SH | $21.80M 5.70% | 254.95K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 23.66K | SH | $17.42M 4.56% | 23.66K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 247.70K | SH | $12.80M 3.35% | 247.70K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 124.91K | SH | $11.92M 3.12% | 124.91K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.21K | SH | $6.13M 1.60% | 8.21K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 214.01K | SH | $5.68M 1.49% | 214K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 10.85K | SH | $4.44M 1.16% | 10.85K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 51.70K | SH | $4.27M 1.12% | 51.70K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 43.13K | SH | $4.16M 1.09% | 43.13K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.04K | SH | $4.06M 1.06% | 14.04K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 19.53K | SH | $3.91M 1.02% | 19.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 8.16K | SH | $2.92M 0.76% | 8.16K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.76K | SH | $2.58M 0.68% | 3.76K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 57.01K | SH | $2.38M 0.62% | 57.01K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.85K | SH | $2.35M 0.61% | 9.85K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.75K | SH | $2.14M 0.56% | 5.75K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISH HIG MUN ETF | 40.84K | SH | $2.03M 0.53% | 40.84K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5.26K | SH | $1.86M 0.49% | 5.26K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US TOTAL DIVIDND | 18.79K | SH | $1.75M 0.46% | 18.79K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 10.72K | SH | $1.68M 0.44% | 10.72K | 0.00 | 0.00 |