MARLTON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
31.8%
Top 10 weight
62.9%
Voting Authority Distribution
Total shares with voting rights: 3.39M
Full voting authority
3.39M
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 | 61.58K | SH | $36.80M 12.18% | 61.58K | 0.00 | 0.00 |
ISHARES TRSOLE | U S EQUITY FACTR | 474.68K | SH | $31.33M 10.37% | 474.68K | 0.00 | 0.00 |
T ROWE PRICE ETF INCSOLE | CAP APPRECIATION | 782.71K | SH | $27.86M 9.22% | 782.71K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 57.10K | SH | $24.94M 8.26% | 57.10K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 216.84K | SH | $17.06M 5.65% | 216.84K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 75.21K | SH | $14.76M 4.89% | 75.21K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 185K | SH | $11.85M 3.92% | 185K | 0.00 | 0.00 |
PACER FDS TRSOLE | US CASH COWS 100 | 160.74K | SH | $10.06M 3.33% | 160.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 34.33K | SH | $8.71M 2.88% | 34.33K | 0.00 | 0.00 |
ISHARES TRSOLE | US SML CAP EQT | 89.13K | SH | $6.73M 2.23% | 89.13K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 28.88K | SH | $6.21M 2.06% | 28.88K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 32.37K | SH | $6.21M 2.06% | 32.37K | 0.00 | 0.00 |
ISHARES TRSOLE | FUTURE AI & TECH | 88.48K | SH | $4.12M 1.36% | 88.48K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.49K | SH | $3.51M 1.16% | 9.49K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.97K | SH | $3.44M 1.14% | 5.97K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 16.36K | SH | $3.41M 1.13% | 16.36K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MIN VOL | 35.69K | SH | $3.31M 1.10% | 35.69K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 11.89K | SH | $3.24M 1.07% | 11.89K | 0.00 | 0.00 |
THE ALGER ETF TRUSTSOLE | CONCENTRATED EQT | 90.10K | SH | $2.80M 0.93% | 90.10K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 15.80K | SH | $2.76M 0.91% | 15.80K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 8.83K | SH | $2.60M 0.86% | 8.83K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 55.37K | SH | $2.23M 0.74% | 55.37K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 3.14K | SH | $2.19M 0.72% | 3.14K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 15.65K | SH | $1.95M 0.64% | 15.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.26K | SH | $1.80M 0.59% | 6.26K | 0.00 | 0.00 |