WESTWOOD, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
15.5%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 94.27M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
94.27M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 7.69M | SH | $662.42M 7.07% | 0.00 | 0.00 | 7.69M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 1.83M | SH | $398.95M 4.26% | 0.00 | 0.00 | 1.83M |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 1.66M | SH | $392.69M 4.19% | 0.00 | 0.00 | 1.66M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 5.26M | SH | $374.59M 4.00% | 0.00 | 0.00 | 5.26M |
ISHARES TRSOLE | CORE MSCI EAFE | 3.65M | SH | $352.16M 3.76% | 0.00 | 0.00 | 3.65M |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 2.55M | SH | $261.01M 2.78% | 0.00 | 0.00 | 2.55M |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 2.36M | SH | $243.39M 2.60% | 0.00 | 0.00 | 2.36M |
APPLE INCSOLE | COM | 743.74K | SH | $215.21M 2.30% | 0.00 | 0.00 | 743.74K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 4.81M | SH | $213.42M 2.28% | 0.00 | 0.00 | 4.81M |
ISHARES TRSOLE | CORE S&P SCP ETF | 1.42M | SH | $210.84M 2.25% | 0.00 | 0.00 | 1.42M |
ISHARES TRSOLE | CORE S&P500 ETF | 239.85K | SH | $179.62M 1.92% | 0.00 | 0.00 | 239.85K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 3.14M | SH | $162.10M 1.73% | 0.00 | 0.00 | 3.14M |
MICROSOFT CORPSOLE | COM | 371.42K | SH | $138.55M 1.48% | 0.00 | 0.00 | 371.42K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 1.08M | SH | $137.86M 1.47% | 0.00 | 0.00 | 1.08M |
ISHARES TRSOLE | RUS 1000 GRW ETF | 1.08M | SH | $133.92M 1.43% | 0.00 | 0.00 | 1.08M |
ISHARES TRSOLE | CORE S&P US VLU | 1.19M | SH | $131.40M 1.40% | 0.00 | 0.00 | 1.19M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 2.29M | SH | $126.07M 1.35% | 0.00 | 0.00 | 2.29M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 2.31M | SH | $124.57M 1.33% | 0.00 | 0.00 | 2.31M |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 242.02K | SH | $115.58M 1.23% | 0.00 | 0.00 | 242.02K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 2.95M | SH | $114.35M 1.22% | 0.00 | 0.00 | 2.95M |
ALPHABET INCSOLE | CAP STK CL C | 315.49K | SH | $111.47M 1.19% | 0.00 | 0.00 | 315.49K |
ISHARES INCSOLE | CORE MSCI EMKT | 1.34M | SH | $110.82M 1.18% | 0.00 | 0.00 | 1.34M |
BROADCOM INCSOLE | COM | 287.05K | SH | $108.43M 1.16% | 0.00 | 0.00 | 287.05K |
ISHARES TRSOLE | EAFE VALUE ETF | 1.28M | SH | $98.33M 1.05% | 0.00 | 0.00 | 1.28M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.62M | SH | $96.47M 1.03% | 0.00 | 0.00 | 1.62M |