PRINCETON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
26.8%
Top 10 weight
48.4%
Voting Authority Distribution
Total shares with voting rights: 358.90K
Full voting authority
358.90K
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 | 14.35K | SH | $8.58M 13.66% | 14.35K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 16.44K | SH | $4.17M 6.65% | 16.44K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 27.54K | SH | $4.08M 6.50% | 27.54K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.41K | SH | $2.99M 4.77% | 10.41K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.55K | SH | $2.43M 3.86% | 6.55K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9.94K | SH | $2.14M 3.41% | 9.94K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 9.68K | SH | $1.64M 2.62% | 9.68K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.23K | SH | $1.55M 2.47% | 3.23K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.62K | SH | $1.50M 2.40% | 8.62K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 5.42K | SH | $1.32M 2.11% | 5.42K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 3.75K | SH | $1.10M 1.76% | 3.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.36K | SH | $1.08M 1.72% | 3.36K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 1.23K | SH | $1.04M 1.66% | 1.23K | 0.00 | 0.00 |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 9.41K | SH | $1.04M 1.65% | 9.41K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 4.92K | SH | $1.02M 1.62% | 4.92K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 6.84K | SH | $988.5K 1.57% | 6.84K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 6.59K | SH | $969.3K 1.54% | 6.59K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 11.71K | SH | $879.0K 1.40% | 11.71K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 15.72K | SH | $826.5K 1.32% | 15.72K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 14.08K | SH | $824.2K 1.31% | 14.08K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 2.67K | SH | $807.0K 1.29% | 2.67K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 3.65K | SH | $793.0K 1.26% | 3.65K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 5.45K | SH | $740.4K 1.18% | 5.45K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 2.97K | SH | $719.9K 1.15% | 2.97K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 5.93K | SH | $712.8K 1.14% | 5.93K | 0.00 | 0.00 |