PARAMUS, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
20.5%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 5.87M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.87M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 115.01K | SH | $47.20M 8.68% | 0.00 | 0.00 | 115.01K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 258.38K | SH | $43.74M 8.04% | 0.00 | 0.00 | 258.38K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 73.86K | SH | $20.69M 3.80% | 0.00 | 0.00 | 73.86K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 192.98K | SH | $17.84M 3.28% | 0.00 | 0.00 | 192.98K |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 181.18K | SH | $16.57M 3.05% | 0.00 | 0.00 | 181.18K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 375.79K | SH | $16.55M 3.04% | 0.00 | 0.00 | 375.79K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 291.13K | SH | $14.59M 2.68% | 0.00 | 0.00 | 291.13K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 71.87K | SH | $14.24M 2.62% | 0.00 | 0.00 | 71.87K |
APPLE INCSOLE | COM | 55.69K | SH | $13.95M 2.56% | 0.00 | 0.00 | 55.69K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 27.72K | SH | $11.13M 2.05% | 0.00 | 0.00 | 27.72K |
ISHARES TRSOLE | EAFE GRWTH ETF | 106.53K | SH | $10.32M 1.90% | 0.00 | 0.00 | 106.53K |
MICROSOFT CORPSOLE | COM | 20.65K | SH | $8.70M 1.60% | 0.00 | 0.00 | 20.65K |
WISDOMTREE TRSOLE | EUROPE HEDGED EQ | 193.36K | SH | $8.45M 1.55% | 0.00 | 0.00 | 193.36K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.27K | SH | $7.15M 1.31% | 0.00 | 0.00 | 13.27K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 13.76K | SH | $7.03M 1.29% | 0.00 | 0.00 | 13.76K |
NVIDIA CORPORATIONSOLE | COM | 52.21K | SH | $7.01M 1.29% | 0.00 | 0.00 | 52.21K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 11.51K | SH | $6.75M 1.24% | 0.00 | 0.00 | 11.51K |
WISDOMTREE TRSOLE | US SMALLCAP DIVD | 196.42K | SH | $6.75M 1.24% | 0.00 | 0.00 | 196.42K |
ISHARES TRSOLE | EAFE SML CP ETF | 108.03K | SH | $6.56M 1.21% | 0.00 | 0.00 | 108.03K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 26.72K | SH | $6.42M 1.18% | 0.00 | 0.00 | 26.72K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 119K | SH | $5.69M 1.05% | 0.00 | 0.00 | 119K |
ISHARES INCSOLE | MSCI JPN ETF NEW | 73.64K | SH | $4.94M 0.91% | 0.00 | 0.00 | 73.64K |
AMAZON COM INCSOLE | COM | 21.02K | SH | $4.61M 0.85% | 0.00 | 0.00 | 21.02K |
EXXON MOBIL CORPSOLE | COM | 41.37K | SH | $4.45M 0.82% | 0.00 | 0.00 | 41.37K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 105.57K | SH | $4.42M 0.81% | 0.00 | 0.00 | 105.57K |