BEDMINSTER, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
15.8%
Top 10 weight
31.1%
Voting Authority Distribution
Total shares with voting rights: 1.38M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.38M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 54.80K | SH | $13.91M 8.27% | 0.00 | 0.00 | 54.80K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 109.20K | SH | $7.00M 4.16% | 0.00 | 0.00 | 109.20K |
MICROSOFT CORPSOLE | COM | 15.13K | SH | $5.60M 3.33% | 0.00 | 0.00 | 15.13K |
VISA INCSOLE | COM CL A | 15.57K | SH | $4.71M 2.80% | 0.00 | 0.00 | 15.57K |
ALPHABET INCSOLE | CAP STK CL A | 15.39K | SH | $4.42M 2.63% | 0.00 | 0.00 | 15.39K |
EXXON MOBIL CORPSOLE | COM | 22.32K | SH | $3.79M 2.25% | 0.00 | 0.00 | 22.32K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 67.77K | SH | $3.66M 2.18% | 0.00 | 0.00 | 67.77K |
JPMORGAN CHASE & COSOLE | COM | 10.94K | SH | $3.22M 1.91% | 0.00 | 0.00 | 10.94K |
NVIDIA CORPORATIONSOLE | COM | 17.37K | SH | $3.03M 1.80% | 0.00 | 0.00 | 17.37K |
AUTOZONE INCSOLE | COM | 869.00 | SH | $2.94M 1.74% | 0.00 | 0.00 | 869.00 |
WALMART INCSOLE | COM | 22.64K | SH | $2.81M 1.67% | 0.00 | 0.00 | 22.64K |
INVESCO EXCH TRADED FD TR IISOLE | NATL AMT MUNI | 117.59K | SH | $2.70M 1.61% | 0.00 | 0.00 | 117.59K |
AMAZON COM INCSOLE | COM | 12.69K | SH | $2.64M 1.57% | 0.00 | 0.00 | 12.69K |
COCA COLA COSOLE | COM | 34.43K | SH | $2.62M 1.56% | 0.00 | 0.00 | 34.43K |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 34K | SH | $2.54M 1.51% | 0.00 | 0.00 | 34K |
NEXTERA ENERGY INCSOLE | COM | 26.27K | SH | $2.44M 1.45% | 0.00 | 0.00 | 26.27K |
UNITEDHEALTH GROUP INCSOLE | COM | 8.99K | SH | $2.43M 1.45% | 0.00 | 0.00 | 8.99K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 9.70K | SH | $2.35M 1.40% | 0.00 | 0.00 | 9.70K |
MORGAN STANLEYSOLE | COM NEW | 14K | SH | $2.30M 1.37% | 0.00 | 0.00 | 14K |
PROGRESSIVE CORPSOLE | COM | 11.41K | SH | $2.26M 1.34% | 0.00 | 0.00 | 11.41K |
GENERAL DYNAMICS CORPSOLE | COM | 6.48K | SH | $2.22M 1.32% | 0.00 | 0.00 | 6.48K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.31K | SH | $2.16M 1.29% | 0.00 | 0.00 | 3.31K |
HOME DEPOT INCSOLE | COM | 6.56K | SH | $2.16M 1.28% | 0.00 | 0.00 | 6.56K |
CME GROUP INCSOLE | COM | 7.23K | SH | $2.14M 1.27% | 0.00 | 0.00 | 7.23K |
HERSHEY COSOLE | COM | 10.02K | SH | $2.08M 1.24% | 0.00 | 0.00 | 10.02K |