WESTWOOD, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
14.8%
Top 10 weight
35.1%
Voting Authority Distribution
Total shares with voting rights: 85.63M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
85.63M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.24M | SH | $542.26M 6.50% | 0.00 | 0.00 | 1.24M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 1.77M | SH | $346.95M 4.16% | 0.00 | 0.00 | 1.77M |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 1.61M | SH | $346.84M 4.16% | 0.00 | 0.00 | 1.61M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 5.35M | SH | $342.57M 4.11% | 0.00 | 0.00 | 5.35M |
ISHARES TRSOLE | CORE MSCI EAFE | 3.53M | SH | $319.26M 3.83% | 0.00 | 0.00 | 3.53M |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 2.44M | SH | $252.66M 3.03% | 0.00 | 0.00 | 2.44M |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 2.19M | SH | $218.52M 2.62% | 0.00 | 0.00 | 2.19M |
APPLE INCSOLE | COM | 769.37K | SH | $195.26M 2.34% | 0.00 | 0.00 | 769.37K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 4.83M | SH | $187.75M 2.25% | 0.00 | 0.00 | 4.83M |
ISHARES TRSOLE | CORE S&P SCP ETF | 1.41M | SH | $175.06M 2.10% | 0.00 | 0.00 | 1.41M |
ISHARES TRSOLE | CORE S&P500 ETF | 243.88K | SH | $159.30M 1.91% | 0.00 | 0.00 | 243.88K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 3.22M | SH | $145.34M 1.74% | 0.00 | 0.00 | 3.22M |
MICROSOFT CORPSOLE | COM | 377.59K | SH | $139.77M 1.67% | 0.00 | 0.00 | 377.59K |
ISHARES TRSOLE | CORE S&P US VLU | 1.19M | SH | $121.42M 1.46% | 0.00 | 0.00 | 1.19M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 2.23M | SH | $117.91M 1.41% | 0.00 | 0.00 | 2.23M |
ISHARES TRSOLE | RUS 1000 GRW ETF | 272.06K | SH | $116.00M 1.39% | 0.00 | 0.00 | 272.06K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 1.03M | SH | $114.26M 1.37% | 0.00 | 0.00 | 1.03M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 2.18M | SH | $105.63M 1.27% | 0.00 | 0.00 | 2.18M |
ISHARES TRSOLE | EAFE VALUE ETF | 1.34M | SH | $99.26M 1.19% | 0.00 | 0.00 | 1.34M |
BROADCOM INCSOLE | COM | 316.94K | SH | $98.10M 1.18% | 0.00 | 0.00 | 316.94K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 2.76M | SH | $96.83M 1.16% | 0.00 | 0.00 | 2.76M |
ALPHABET INCSOLE | CAP STK CL C | 333.66K | SH | $95.71M 1.15% | 0.00 | 0.00 | 333.66K |
ISHARES INCSOLE | CORE MSCI EMKT | 1.35M | SH | $94.38M 1.13% | 0.00 | 0.00 | 1.35M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.63M | SH | $88.24M 1.06% | 0.00 | 0.00 | 1.63M |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 251.81K | SH | $85.10M 1.02% | 0.00 | 0.00 | 251.81K |