PLAINSBORO, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
20.2%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 2.69M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.69M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 198.08K | SH | $17.41M 8.04% | 0.00 | 0.00 | 198.08K |
ISHARES TRSOLE | CORE S&P TTL STK | 96.16K | SH | $15.80M 7.30% | 0.00 | 0.00 | 96.16K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 149.85K | SH | $10.47M 4.84% | 0.00 | 0.00 | 149.85K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 77.02K | SH | $9.56M 4.42% | 0.00 | 0.00 | 77.02K |
ISHARES TRSOLE | CORE MSCI INTL | 93.95K | SH | $8.36M 3.86% | 0.00 | 0.00 | 93.95K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 111.49K | SH | $6.58M 3.04% | 0.00 | 0.00 | 111.49K |
ISHARES INCSOLE | CORE MSCI EMKT | 77.03K | SH | $6.38M 2.95% | 0.00 | 0.00 | 77.03K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 75.74K | SH | $5.85M 2.70% | 0.00 | 0.00 | 75.74K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 107.93K | SH | $5.83M 2.69% | 0.00 | 0.00 | 107.93K |
ISHARES TRSOLE | MSCI USA QLT FCT | 23.76K | SH | $5.21M 2.41% | 0.00 | 0.00 | 23.76K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 31.58K | SH | $4.99M 2.31% | 0.00 | 0.00 | 31.58K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 61.38K | SH | $4.78M 2.21% | 0.00 | 0.00 | 61.38K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 93.15K | SH | $4.29M 1.98% | 0.00 | 0.00 | 93.15K |
VANGUARD MALVERN FDSSOLE | CORE-PLUS BD ETF | 49.82K | SH | $3.86M 1.79% | 0.00 | 0.00 | 49.82K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 55K | SH | $3.74M 1.73% | 0.00 | 0.00 | 55K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 26.49K | SH | $3.64M 1.68% | 0.00 | 0.00 | 26.49K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.21K | SH | $3.41M 1.58% | 0.00 | 0.00 | 9.21K |
APPLE INCSOLE | COM | 11.65K | SH | $3.37M 1.56% | 0.00 | 0.00 | 11.65K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.45K | SH | $3.33M 1.54% | 0.00 | 0.00 | 4.45K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 57.33K | SH | $2.88M 1.33% | 0.00 | 0.00 | 57.33K |
ISHARES TRSOLE | EAFE VALUE ETF | 34.86K | SH | $2.67M 1.23% | 0.00 | 0.00 | 34.86K |
ISHARES TRSOLE | MSCI INTL QUALTY | 53.48K | SH | $2.65M 1.22% | 0.00 | 0.00 | 53.48K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 12.29K | SH | $2.62M 1.21% | 0.00 | 0.00 | 12.29K |
ISHARES TRSOLE | CORE DIV GRWTH | 32.01K | SH | $2.43M 1.12% | 0.00 | 0.00 | 32.01K |
ISHARES TRSOLE | S&P 500 VAL ETF | 9.72K | SH | $2.21M 1.02% | 0.00 | 0.00 | 9.72K |