BERKELEY HEIGHTS, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
28.2%
Top 10 weight
53.6%
Voting Authority Distribution
Total shares with voting rights: 3.83M
Full voting authority
3.83M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P US GWT | 150.31K | SH | $23.31M 11.26% | 150.31K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 173.46K | SH | $21.71M 10.48% | 173.46K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 76.11K | SH | $13.27M 6.41% | 76.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 44.13K | SH | $11.36M 5.49% | 44.13K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 121.84K | SH | $7.81M 3.77% | 121.84K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 74.35K | SH | $7.45M 3.60% | 74.35K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 29.29K | SH | $7.43M 3.59% | 29.29K | 0.00 | 0.00 |
ISHARES TRSOLE | MORNINGSTAR VALU | 73.22K | SH | $6.82M 3.29% | 73.22K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE SML CP ETF | 77.08K | SH | $6.04M 2.92% | 77.08K | 0.00 | 0.00 |
ISHARES TRSOLE | MRGSTR SM CP GR | 104.43K | SH | $5.72M 2.76% | 104.43K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 7.25K | SH | $4.74M 2.29% | 7.25K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 10.44K | SH | $4.56M 2.20% | 10.44K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 23.10K | SH | $4.53M 2.19% | 23.10K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 50.83K | SH | $4.10M 1.98% | 50.83K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.45K | SH | $4.05M 1.95% | 8.45K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.73K | SH | $3.89M 1.88% | 6.73K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 3.74K | SH | $3.73M 1.80% | 3.74K | 0.00 | 0.00 |
ISHARES INCSOLE | JP MRG EM CRP BD | 80.76K | SH | $3.66M 1.77% | 80.76K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 12K | SH | $3.44M 1.66% | 12K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 16.20K | SH | $3.37M 1.63% | 16.20K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.46K | SH | $2.90M 1.40% | 4.46K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.79K | SH | $2.88M 1.39% | 7.79K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 9.35K | SH | $2.75M 1.33% | 9.35K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.45K | SH | $2.25M 1.09% | 2.45K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 80/20 AGGRE | 2.19M | SH | $2.22M 1.07% | 2.19M | 0.00 | 0.00 |