MARTINSVILLE, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
22.6%
Top 10 weight
43.0%
Voting Authority Distribution
Total shares with voting rights: 15.59M
Full voting authority
15.59M
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 | S&P 500 ETF SHS | 232.69K | SH | $139.05M 11.62% | 232.69K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 357.14K | SH | $70.07M 5.85% | 357.14K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 139.63K | SH | $60.99M 5.10% | 139.63K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 645.51K | SH | $58.44M 4.88% | 645.51K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 375.90K | SH | $35.24M 2.94% | 375.90K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 128.15K | SH | $32.52M 2.72% | 128.15K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 149.59K | SH | $31.59M 2.64% | 149.59K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 171.15K | SH | $31.54M 2.64% | 171.15K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 73.28K | SH | $31.25M 2.61% | 73.28K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 216.79K | SH | $23.78M 1.99% | 216.79K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 35.93K | SH | $23.37M 1.95% | 35.93K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 80.38K | SH | $23.08M 1.93% | 80.38K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 69.31K | SH | $19.93M 1.67% | 69.31K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 51.16K | SH | $19.61M 1.64% | 51.16K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 271.20K | SH | $18.92M 1.58% | 271.20K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 50.69K | SH | $18.76M 1.57% | 50.69K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | MULTISECTOR | 421.58K | SH | $18.44M 1.54% | 421.58K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 815.36K | SH | $18.22M 1.52% | 815.36K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 29.89K | SH | $17.10M 1.43% | 29.89K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 65.58K | SH | $16.88M 1.41% | 65.58K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | 0-5 HIGH YIELD | 172.78K | SH | $16.12M 1.35% | 172.78K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 304.46K | SH | $15.81M 1.32% | 304.46K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 69.88K | SH | $14.55M 1.22% | 69.88K | 0.00 | 0.00 |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 404.04K | SH | $13.63M 1.14% | 404.04K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | SHTRM MUN BD ACT | 268.42K | SH | $13.54M 1.13% | 268.42K | 0.00 | 0.00 |