MULLICA HILL, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
45.7%
Top 10 weight
72.1%
Voting Authority Distribution
Total shares with voting rights: 2.32M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.32M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 87.31K | SH | $59.96M 22.91% | 0.00 | 0.00 | 87.31K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 259.19K | SH | $32.34M 12.35% | 0.00 | 0.00 | 259.19K |
FRANKLIN TEMPLETON ETF TRSOLE | US MID CP MLTFCT | 471.78K | SH | $27.31M 10.43% | 0.00 | 0.00 | 471.78K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 483.70K | SH | $20.64M 7.89% | 0.00 | 0.00 | 483.70K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 198.83K | SH | $19.01M 7.26% | 0.00 | 0.00 | 198.83K |
SELECT SECTOR SPDR TRSOLE | ST STR CARE ETF | 76.21K | SH | $12.09M 4.62% | 0.00 | 0.00 | 76.21K |
ELI LILLY & COSOLE | COM | 4.11K | SH | $4.92M 1.88% | 0.00 | 0.00 | 4.11K |
AMAZON COM INCSOLE | COM | 18.78K | SH | $4.48M 1.71% | 0.00 | 0.00 | 18.78K |
EXXON MOBIL CORPSOLE | COM | 29.76K | SH | $4.07M 1.55% | 0.00 | 0.00 | 29.76K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.08K | SH | $3.79M 1.45% | 0.00 | 0.00 | 5.08K |
PNC FINL SVCS GROUP INCSOLE | COM | 13.28K | SH | $3.27M 1.25% | 0.00 | 0.00 | 13.28K |
NVIDIA CORPORATIONSOLE | COM | 15.81K | SH | $3.16M 1.21% | 0.00 | 0.00 | 15.81K |
ADVANCED MICRO DEVICES INCSOLE | COM | 5.15K | SH | $2.99M 1.14% | 0.00 | 0.00 | 5.15K |
MICROSOFT CORPSOLE | COM | 7.67K | SH | $2.86M 1.09% | 0.00 | 0.00 | 7.67K |
JPMORGAN CHASE & COSOLE | COM | 8.15K | SH | $2.67M 1.02% | 0.00 | 0.00 | 8.15K |
APPLE INCSOLE | COM | 8.84K | SH | $2.56M 0.98% | 0.00 | 0.00 | 8.84K |
FULTON FINL CORP PASOLE | COM | 86.61K | SH | $2.10M 0.80% | 0.00 | 0.00 | 86.61K |
MICRON TECHNOLOGY INCSOLE | COM | 1.67K | SH | $1.93M 0.74% | 0.00 | 0.00 | 1.67K |
PEOPLES FINL SVCS CORPSOLE | COM | 28.66K | SH | $1.90M 0.73% | 0.00 | 0.00 | 28.66K |
CHEVRON CORPORATIONSOLE | COM | 10.40K | SH | $1.72M 0.66% | 0.00 | 0.00 | 10.40K |
ALPHABET INCSOLE | CAP STK CL C | 4.67K | SH | $1.65M 0.63% | 0.00 | 0.00 | 4.67K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 19.72K | SH | $1.59M 0.61% | 0.00 | 0.00 | 19.72K |
ISHARES TRSOLE | RUS 1000 ETF | 3.83K | SH | $1.57M 0.60% | 0.00 | 0.00 | 3.83K |
MARVELL TECHNOLOGY INCSOLE | COM | 5.20K | SH | $1.55M 0.59% | 0.00 | 0.00 | 5.20K |
COHERENT CORPSOLE | COM | 3.40K | SH | $1.34M 0.51% | 0.00 | 0.00 | 3.40K |