MICKLETON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
35.6%
Top 10 weight
67.1%
Voting Authority Distribution
Total shares with voting rights: 2.33M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.33M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 270.51K | SH | $20.71M 14.57% | 0.00 | 0.00 | 270.51K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 700.15K | SH | $17.94M 12.62% | 0.00 | 0.00 | 700.15K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 262.19K | SH | $11.97M 8.42% | 0.00 | 0.00 | 262.19K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 276.44K | SH | $9.27M 6.52% | 0.00 | 0.00 | 276.44K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 36.83K | SH | $7.92M 5.57% | 0.00 | 0.00 | 36.83K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 25.73K | SH | $7.39M 5.20% | 0.00 | 0.00 | 25.73K |
ISHARES TRSOLE | CORE US AGGBD ET | 63.85K | SH | $6.34M 4.46% | 0.00 | 0.00 | 63.85K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 97.24K | SH | $5.26M 3.70% | 0.00 | 0.00 | 97.24K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 53.44K | SH | $4.74M 3.34% | 0.00 | 0.00 | 53.44K |
ISHARES TRSOLE | CORE S&P SCP ETF | 30.29K | SH | $3.77M 2.65% | 0.00 | 0.00 | 30.29K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.49K | SH | $3.57M 2.51% | 0.00 | 0.00 | 5.49K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 57.91K | SH | $3.43M 2.41% | 0.00 | 0.00 | 57.91K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 23.77K | SH | $3.16M 2.22% | 0.00 | 0.00 | 23.77K |
ELI LILLY & COSOLE | COM | 2.40K | SH | $2.21M 1.56% | 0.00 | 0.00 | 2.40K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.08K | SH | $2.01M 1.42% | 0.00 | 0.00 | 3.08K |
APPLE INCSOLE | COM | 5.96K | SH | $1.51M 1.06% | 0.00 | 0.00 | 5.96K |
META PLATFORMS INCSOLE | CL A | 2.38K | SH | $1.36M 0.96% | 0.00 | 0.00 | 2.38K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 28.45K | SH | $1.33M 0.94% | 0.00 | 0.00 | 28.45K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 25.16K | SH | $1.22M 0.86% | 0.00 | 0.00 | 25.16K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 24.77K | SH | $1.13M 0.79% | 0.00 | 0.00 | 24.77K |
ISHARES TRSOLE | CRE U S REIT ETF | 17.17K | SH | $1.02M 0.72% | 0.00 | 0.00 | 17.17K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 15.70K | SH | $1.01M 0.71% | 0.00 | 0.00 | 15.70K |
CONSOLIDATED EDISON INCSOLE | COM | 8.26K | SH | $934.4K 0.66% | 0.00 | 0.00 | 8.26K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 5.61K | SH | $907.5K 0.64% | 0.00 | 0.00 | 5.61K |
AFLAC INCSOLE | COM | 8.26K | SH | $906.3K 0.64% | 0.00 | 0.00 | 8.26K |