MORRISTOWN, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
6.2%
Top 10 weight
15.4%
Voting Authority Distribution
Total shares with voting rights: 312.49M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
312.49M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCOTR | COM | 2.19M | SH | $555.87M 2.61% | 0.00 | 0.00 | 2.19M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 4.99M | SH | $381.70M 1.79% | 0.00 | 0.00 | 4.99M |
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 1.18M | SH | $377.10M 1.77% | 0.00 | 0.00 | 1.18M |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 575.61K | SH | $371.07M 1.74% | 0.00 | 0.00 | 575.61K |
NVIDIA CORPORATIONSOLE | COM | 2.12M | SH | $370.32M 1.74% | 0.00 | 0.00 | 2.12M |
INVESCO QQQ TRSOLE | UNIT SER 1 | 483.37K | SH | $275.36M 1.29% | 0.00 | 0.00 | 483.37K |
ISHARES TRSOLE | CORE S&P500 ETF | 375.03K | SH | $244.97M 1.15% | 0.00 | 0.00 | 375.03K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 3.09M | SH | $244.55M 1.15% | 0.00 | 0.00 | 3.09M |
MICROSOFT CORPSOLE | COM | 637.54K | SH | $235.82M 1.11% | 0.00 | 0.00 | 637.54K |
AMAZON COM INCSOLE | COM | 1.04M | SH | $217.33M 1.02% | 0.00 | 0.00 | 1.04M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 2.19M | SH | $214.47M 1.01% | 0.00 | 0.00 | 2.19M |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 895.51K | SH | $212.79M 1.00% | 0.00 | 0.00 | 895.51K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 1.08M | SH | $212.69M 1.00% | 0.00 | 0.00 | 1.08M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 471.47K | SH | $205.93M 0.97% | 0.00 | 0.00 | 471.47K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 3.56M | SH | $191.17M 0.90% | 0.00 | 0.00 | 3.56M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 300.10K | SH | $179.32M 0.84% | 0.00 | 0.00 | 300.10K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 2.60M | SH | $177.75M 0.83% | 0.00 | 0.00 | 2.60M |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 1.27M | SH | $169.30M 0.79% | 0.00 | 0.00 | 1.27M |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 3.75M | SH | $159.59M 0.75% | 0.00 | 0.00 | 3.75M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 2.76M | SH | $156.42M 0.73% | 0.00 | 0.00 | 2.76M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 320.65K | SH | $153.61M 0.72% | 0.00 | 0.00 | 320.65K |
SPDR GOLD TRSOLE | GOLD SHS | 311.11K | SH | $133.09M 0.62% | 0.00 | 0.00 | 311.11K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 593.66K | SH | $127.67M 0.60% | 0.00 | 0.00 | 593.66K |
ALPHABET INCSOLE | CAP STK CL C | 441.65K | SH | $126.67M 0.59% | 0.00 | 0.00 | 441.65K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 1.41M | SH | $123.64M 0.58% | 0.00 | 0.00 | 1.41M |