HAZLET, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
39.5%
Top 10 weight
72.1%
Voting Authority Distribution
Total shares with voting rights: 1.74M
Full voting authority
1.74M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 97.01K | SH | $57.97M 23.48% | 97.01K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 83.13K | SH | $20.62M 8.35% | 83.13K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 295.08K | SH | $18.91M 7.66% | 295.08K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 192.98K | SH | $14.49M 5.87% | 192.98K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 VAL ETF | 70.61K | SH | $13.39M 5.42% | 70.61K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 GRW ETF | 38.80K | SH | $12.18M 4.93% | 38.80K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 17.91K | SH | $11.65M 4.72% | 17.91K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 123.67K | SH | $10.23M 4.14% | 123.67K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 94.74K | SH | $9.40M 3.81% | 94.74K | 0.00 | 0.00 |
ISHARES TRSOLE | TIPS BD ETF | 83.25K | SH | $9.19M 3.72% | 83.25K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 149.04K | SH | $8.06M 3.26% | 149.04K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 55.07K | SH | $5.70M 2.31% | 55.07K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.49K | SH | $5.50M 2.23% | 11.49K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 24.11K | SH | $5.15M 2.09% | 24.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 22.50K | SH | $4.41M 1.79% | 22.50K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 5.83K | SH | $4.06M 1.65% | 5.83K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.10K | SH | $3.97M 1.61% | 9.10K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 9.13K | SH | $3.89M 1.58% | 9.13K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 7.72K | SH | $2.75M 1.12% | 7.72K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 54.95K | SH | $2.71M 1.10% | 54.95K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 45.23K | SH | $2.23M 0.90% | 45.23K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 14.65K | SH | $2.14M 0.87% | 14.65K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 19.07K | SH | $1.82M 0.74% | 19.07K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 4.67K | SH | $1.33M 0.54% | 4.67K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 2.80K | SH | $1.20M 0.49% | 2.80K | 0.00 | 0.00 |