PARSIPPANY, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
55.7%
Top 10 weight
98.2%
Voting Authority Distribution
Total shares with voting rights: 4.80M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.80M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 504.89K | SH | $49.43M 22.42% | 0.00 | 0.00 | 504.89K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 820.88K | SH | $46.45M 21.07% | 0.00 | 0.00 | 820.88K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 940.64K | SH | $26.96M 12.23% | 0.00 | 0.00 | 940.64K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 452.68K | SH | $20.67M 9.37% | 0.00 | 0.00 | 452.68K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 916.36K | SH | $20.52M 9.31% | 0.00 | 0.00 | 916.36K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 376.61K | SH | $18.20M 8.25% | 0.00 | 0.00 | 376.61K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 409.23K | SH | $13.73M 6.23% | 0.00 | 0.00 | 409.23K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 227.78K | SH | $10.69M 4.85% | 0.00 | 0.00 | 227.78K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 57.09K | SH | $5.52M 2.50% | 0.00 | 0.00 | 57.09K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 43.95K | SH | $4.42M 2.01% | 0.00 | 0.00 | 43.95K |
APPLE INCSOLE | COM | 8.06K | SH | $2.05M 0.93% | 0.00 | 0.00 | 8.06K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.31K | SH | $1.11M 0.50% | 0.00 | 0.00 | 2.31K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 14.19K | SH | $435.2K 0.20% | 0.00 | 0.00 | 14.19K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 974.00 | SH | $312.5K 0.14% | 0.00 | 0.00 | 974.00 |
DATAVAULT AI INCSOLE | COM SHS | 19.78K | SH | $12.2K <0.01% | 0.00 | 0.00 | 19.78K |