MOUNT LAUREL, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
38.1%
Top 10 weight
61.1%
Voting Authority Distribution
Total shares with voting rights: 3.99M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 273.20K | SH | $87.65M 22.77% | 0.00 | 0.00 | 273.20K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 212.78K | SH | $31.51M 8.19% | 0.00 | 0.00 | 212.78K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.09M | SH | $27.46M 7.13% | 0.00 | 0.00 | 1.09M |
APPLE INCSOLE | COM | 96.04K | SH | $24.37M 6.33% | 0.00 | 0.00 | 96.04K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 491.52K | SH | $15.08M 3.92% | 0.00 | 0.00 | 491.52K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 189.06K | SH | $12.91M 3.35% | 0.00 | 0.00 | 189.06K |
ISHARES TRSOLE | MSCI USA QLT FCT | 60.50K | SH | $11.60M 3.01% | 0.00 | 0.00 | 60.50K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 19.07K | SH | $8.33M 2.16% | 0.00 | 0.00 | 19.07K |
MICROSOFT CORPSOLE | COM | 22.32K | SH | $8.26M 2.15% | 0.00 | 0.00 | 22.32K |
NVIDIA CORPORATIONSOLE | COM | 47.18K | SH | $8.23M 2.14% | 0.00 | 0.00 | 47.18K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.45K | SH | $8.03M 2.09% | 0.00 | 0.00 | 13.45K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 98.33K | SH | $7.58M 1.97% | 0.00 | 0.00 | 98.33K |
FIRST TR EXCHNG TRADED FD VISOLE | SMITH UNCONSTRAI | 251.14K | SH | $6.22M 1.62% | 0.00 | 0.00 | 251.14K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.42K | SH | $6.13M 1.59% | 0.00 | 0.00 | 9.42K |
ISHARES TRSOLE | CORE S&P500 ETF | 8.93K | SH | $5.83M 1.52% | 0.00 | 0.00 | 8.93K |
AMAZON COM INCSOLE | COM | 25.70K | SH | $5.35M 1.39% | 0.00 | 0.00 | 25.70K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.07K | SH | $4.66M 1.21% | 0.00 | 0.00 | 8.07K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.41K | SH | $4.51M 1.17% | 0.00 | 0.00 | 9.41K |
ISHARES TRSOLE | CORE S&P TTL STK | 31.31K | SH | $4.46M 1.16% | 0.00 | 0.00 | 31.31K |
APPLOVIN CORPSOLE | COM CL A | 10.31K | SH | $4.10M 1.07% | 0.00 | 0.00 | 10.31K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 18.90K | SH | $4.06M 1.06% | 0.00 | 0.00 | 18.90K |
ISHARES INCSOLE | MSCI GBL MIN VOL | 33.44K | SH | $4.00M 1.04% | 0.00 | 0.00 | 33.44K |
ISHARES TRSOLE | CORE HIGH DV ETF | 23.33K | SH | $3.17M 0.82% | 0.00 | 0.00 | 23.33K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 120.06K | SH | $3.15M 0.82% | 0.00 | 0.00 | 120.06K |
ISHARES TRSOLE | CORE DIV GRWTH | 40.34K | SH | $2.83M 0.74% | 0.00 | 0.00 | 40.34K |