ISELIN, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
29.4%
Top 10 weight
56.9%
Voting Authority Distribution
Total shares with voting rights: 3.98M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.98M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 468.67K | SH | $46.5K 16.99% | 0.00 | 0.00 | 468.67K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 119.54K | SH | $20.4K 7.44% | 0.00 | 0.00 | 119.54K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 28.63K | SH | $13.7K 4.99% | 0.00 | 0.00 | 28.63K |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 175.09K | SH | $13.1K 4.80% | 0.00 | 0.00 | 175.09K |
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFSOLE | ETF | 162.94K | SH | $12.9K 4.72% | 0.00 | 0.00 | 162.94K |
SPDR S&P Dividend ETFSOLE | ETF | 85.16K | SH | $10.6K 3.89% | 0.00 | 0.00 | 85.16K |
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDSOLE | ETF | 205.08K | SH | $10.2K 3.74% | 0.00 | 0.00 | 205.08K |
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDSOLE | ETF | 145.22K | SH | $10.2K 3.73% | 0.00 | 0.00 | 145.22K |
WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDSOLE | ETF | 284.44K | SH | $9.2K 3.34% | 0.00 | 0.00 | 284.44K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 116.19K | SH | $8.8K 3.23% | 0.00 | 0.00 | 116.19K |
INVESCO NASDAQ 100 ETFSOLE | ETF | 50.55K | SH | $8.5K 3.11% | 0.00 | 0.00 | 50.55K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 166.41K | SH | $8.0K 2.91% | 0.00 | 0.00 | 166.41K |
ISHARES MSCI EAFE VALUE ETFSOLE | ETF | 117.29K | SH | $6.1K 2.23% | 0.00 | 0.00 | 117.29K |
ISHARES MSCI EAFE GROWTH ETFSOLE | ETF | 58.86K | SH | $5.7K 2.08% | 0.00 | 0.00 | 58.86K |
INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARYSOLE | ETF | 163.36K | SH | $4.7K 1.71% | 0.00 | 0.00 | 163.36K |
FT CBOE VEST U.S. EQUITY BUFFER ETF - JANUARYSOLE | ETF | 109.52K | SH | $4.4K 1.59% | 0.00 | 0.00 | 109.52K |
JPMORGAN EQUITY PREMIUM INCOME ETFSOLE | ETF | 79.23K | SH | $4.4K 1.59% | 0.00 | 0.00 | 79.23K |
BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETFSOLE | ETF | 84.06K | SH | $4.2K 1.54% | 0.00 | 0.00 | 84.06K |
VANECK SHORT MUNI ETFSOLE | ETF | 246.34K | SH | $4.2K 1.54% | 0.00 | 0.00 | 246.34K |
ISHARES RUSSELL MID-CAP VALUE ETFSOLE | ETF | 33.17K | SH | $3.9K 1.41% | 0.00 | 0.00 | 33.17K |
VANGUARD RUSSELL 2000 ETFSOLE | ETF | 47.26K | SH | $3.8K 1.40% | 0.00 | 0.00 | 47.26K |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 48.89K | SH | $3.8K 1.38% | 0.00 | 0.00 | 48.89K |
ISHARES RUSSELL MID-CAP GROWTH ETFSOLE | ETF | 32.54K | SH | $3.4K 1.24% | 0.00 | 0.00 | 32.54K |
ISHARES MORNINGSTAR SMALL CAP VALUE ETFSOLE | ETF | 51.46K | SH | $3.0K 1.11% | 0.00 | 0.00 | 51.46K |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | ETF | 31.43K | SH | $2.8K 1.03% | 0.00 | 0.00 | 31.43K |