BASKING RIDGE, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
31.8%
Top 10 weight
46.7%
Voting Authority Distribution
Total shares with voting rights: 4.18M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.18M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 459.85K | SH | $101.5K 23.20% | 0.00 | 0.00 | 459.85K |
MICROSOFT CORPSOLE | COM | 51.18K | SH | $20.1K 4.60% | 0.00 | 0.00 | 51.18K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 44.52K | SH | $17.3K 3.96% | 0.00 | 0.00 | 44.52K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 30.20K | SH | $15.9K 3.63% | 0.00 | 0.00 | 30.20K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 18.24K | SH | $10.5K 2.40% | 0.00 | 0.00 | 18.24K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 50.39K | SH | $8.8K 2.01% | 0.00 | 0.00 | 50.39K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 101.93K | SH | $8.3K 1.90% | 0.00 | 0.00 | 101.93K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 293.54K | SH | $7.6K 1.73% | 0.00 | 0.00 | 293.54K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 145.06K | SH | $7.3K 1.68% | 0.00 | 0.00 | 145.06K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 188.07K | SH | $6.9K 1.57% | 0.00 | 0.00 | 188.07K |
NVIDIA CORPORATIONSOLE | COM | 55.20K | SH | $6.7K 1.53% | 0.00 | 0.00 | 55.20K |
EXXON MOBIL CORPSOLE | COM | 53.69K | SH | $6.2K 1.42% | 0.00 | 0.00 | 53.69K |
ELI LILLY & COSOLE | COM | 6.87K | SH | $5.9K 1.36% | 0.00 | 0.00 | 6.87K |
JPMORGAN CHASE & CO.SOLE | COM | 22.47K | SH | $5.6K 1.27% | 0.00 | 0.00 | 22.47K |
ALPHABET INCSOLE | CAP STK CL C | 28.64K | SH | $4.9K 1.11% | 0.00 | 0.00 | 28.64K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 17.51K | SH | $4.7K 1.08% | 0.00 | 0.00 | 17.51K |
AMAZON COM INCSOLE | COM | 22.93K | SH | $4.7K 1.07% | 0.00 | 0.00 | 22.93K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 33.15K | SH | $4.3K 0.98% | 0.00 | 0.00 | 33.15K |
JOHNSON & JOHNSONSOLE | COM | 25.21K | SH | $4.1K 0.94% | 0.00 | 0.00 | 25.21K |
PROCTER AND GAMBLE COSOLE | COM | 23.18K | SH | $3.8K 0.88% | 0.00 | 0.00 | 23.18K |
VERIZON COMMUNICATIONS INCSOLE | COM | 80.01K | SH | $3.5K 0.80% | 0.00 | 0.00 | 80.01K |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 20.10K | SH | $3.4K 0.78% | 0.00 | 0.00 | 20.10K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 70.31K | SH | $3.2K 0.73% | 0.00 | 0.00 | 70.31K |
ALPHABET INCSOLE | CAP STK CL A | 18.43K | SH | $3.1K 0.71% | 0.00 | 0.00 | 18.43K |
COSTCO WHSL CORP NEWSOLE | COM | 3.29K | SH | $3.0K 0.70% | 0.00 | 0.00 | 3.29K |