HADDON HEIGHTS, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
29.1%
Top 10 weight
70.5%
Voting Authority Distribution
Total shares with voting rights: 4.63M
Full voting authority
4.63M
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 | CORE S&P500 ETF | 55.11K | SH | $41.27M 9.99% | 55.11K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 484.33K | SH | $40.03M 9.69% | 484.33K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 655.79K | SH | $38.68M 9.37% | 655.79K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 462.52K | SH | $36.55M 8.85% | 462.52K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 490.37K | SH | $34.94M 8.46% | 490.37K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 120.71K | SH | $29.72M 7.20% | 120.71K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 267.04K | SH | $20.24M 4.90% | 267.04K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 197.51K | SH | $19.05M 4.61% | 197.51K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 415.20K | SH | $18.68M 4.52% | 415.20K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 57.65K | SH | $12.05M 2.92% | 57.65K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 122.91K | SH | $11.87M 2.87% | 122.91K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 194.15K | SH | $11.59M 2.81% | 194.15K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 37.15K | SH | $8.79M 2.13% | 37.15K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 11.61K | SH | $8.67M 2.10% | 11.61K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 61K | SH | $5.05M 1.22% | 61K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.57K | SH | $4.84M 1.17% | 6.57K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 22.70K | SH | $4.55M 1.10% | 22.70K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 107.86K | SH | $3.75M 0.91% | 107.86K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 101.92K | SH | $3.45M 0.84% | 101.92K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.52K | SH | $3.05M 0.74% | 10.52K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 16.56K | SH | $2.46M 0.59% | 16.56K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 22.98K | SH | $1.98M 0.48% | 22.98K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.70K | SH | $1.85M 0.45% | 3.70K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 3.33K | SH | $1.69M 0.41% | 3.33K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.38K | SH | $1.62M 0.39% | 4.38K | 0.00 | 0.00 |