NEWARK, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
15.1%
Top 10 weight
32.2%
Voting Authority Distribution
Total shares with voting rights: 869.61M
Full voting authority
805.36M
shares
Joint voting authority
1.38M
shares
No voting authority
62.87M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | CORE S&P500 ETF | 7.89M | SH | $5.15B 6.35% | 7.88M | 0.00 | 6.85K |
NVIDIA CORPORATIONDFND | COM | 21.55M | SH | $3.76B 4.63% | 21.31M | 0.00 | 237.67K |
APPLE INCDFND | COM | 13.29M | SH | $3.37B 4.15% | 13.14M | 0.00 | 149.41K |
DIMENSIONAL ETF TRUSTDFND | US EQUITY MARKE | 44.07M | SH | $3.13B 3.85% | 44.07M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 6.95M | SH | $2.57B 3.17% | 6.88M | 0.00 | 75.23K |
PGIM ETF TRDFND | AAA CLO ETF | 44.28M | SH | $2.27B 2.79% | 42.35M | 0.00 | 1.93M |
AMAZON COM INCDFND | COM | 8.23M | SH | $1.71B 2.11% | 8.14M | 0.00 | 87.58K |
ALPHABET INCDFND | CAP STK CL A | 5.43M | SH | $1.56B 1.92% | 5.36M | 0.00 | 63.46K |
BROADCOM INCDFND | COM | 4.30M | SH | $1.33B 1.64% | 4.26M | 0.00 | 43.69K |
LPHABET INCDFND | CAP STK CL C | 4.39M | SH | $1.26B 1.55% | 4.34M | 0.00 | 48.83K |
ISHARES TRDFND | IBOXX INV CP ET | 10.60M | SH | $1.16B 1.42% | 10.60M | 0.00 | 426.00 |
META PLATFORMS INCDFND | CL A | 2.01M | SH | $1.15B 1.41% | 1.98M | 0.00 | 22.59K |
PGIM ETF TRDFND | PGIM ULTRA SH B | 22.45M | SH | $1.11B 1.37% | 19.95M | 0.00 | 2.50M |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 1.45M | SH | $865.95M 1.07% | 1.45M | 0.00 | 540.00 |
TESLA INCDFND | COM | 2.18M | SH | $808.64M 1.00% | 2.15M | 0.00 | 22.42K |
ISHARES TRDFND | RUS 1000 VAL ET | 3.74M | SH | $798.28M 0.98% | 3.74M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 4.19M | SH | $710.64M 0.88% | 4.15M | 0.00 | 33.79K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 1.47M | SH | $702.69M 0.87% | 1.46M | 0.00 | 5.08K |
PGIM ETF TRDFND | ACTV HY BD ETF | 19.79M | SH | $685.47M 0.84% | 17.62M | 0.00 | 2.17M |
ELI LILLY & CODFND | COM | 731.55K | SH | $672.86M 0.83% | 723.53K | 0.00 | 8.03K |
JPMORGAN CHASE & CODFND | COM | 2.23M | SH | $655.00M 0.81% | 2.21M | 0.00 | 21.50K |
JOHNSON & JOHNSONDFND | COM | 2.62M | SH | $640.73M 0.79% | 2.59M | 0.00 | 33.47K |
PROLOGIS INC.DFND | COM | 4.74M | SH | $626.25M 0.77% | 2.94M | 0.00 | 1.79M |
WELLTOWER INCDFND | COM | 3.04M | SH | $600.23M 0.74% | 1.87M | 0.00 | 1.17M |
PGIM ETF TRDFND | PGIM CORP 5 10 | 10.87M | SH | $543.37M 0.67% | 10.38M | 0.00 | 490K |