MOORESTOWN, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
35.6%
Top 10 weight
65.2%
Voting Authority Distribution
Total shares with voting rights: 2.81M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.81M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 168.37K | SH | $54.02M 16.87% | 0.00 | 0.00 | 168.37K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 424.05K | SH | $33.61M 10.50% | 0.00 | 0.00 | 424.05K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 178.09K | SH | $26.38M 8.24% | 0.00 | 0.00 | 178.09K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 188.16K | SH | $17.96M 5.61% | 0.00 | 0.00 | 188.16K |
ISHARES TRSOLE | 20 YR TR BD ETF | 204.13K | SH | $17.70M 5.53% | 0.00 | 0.00 | 204.13K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 182.10K | SH | $15.07M 4.71% | 0.00 | 0.00 | 182.10K |
JANUS DETROIT STR TRSOLE | HENDERSON SECURI | 279.76K | SH | $14.42M 4.50% | 0.00 | 0.00 | 279.76K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 110.97K | SH | $10.17M 3.18% | 0.00 | 0.00 | 110.97K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 14.01K | SH | $9.77M 3.05% | 0.00 | 0.00 | 14.01K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 102.54K | SH | $9.66M 3.02% | 0.00 | 0.00 | 102.54K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 89.69K | SH | $9.03M 2.82% | 0.00 | 0.00 | 89.69K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 20.66K | SH | $9.03M 2.82% | 0.00 | 0.00 | 20.66K |
INVESCO EXCHANGE TRADED FD TSOLE | AEROSPACE DEFN | 46.60K | SH | $7.72M 2.41% | 0.00 | 0.00 | 46.60K |
LISTED FDS TRSOLE | ROUNDHILL MAGNIF | 123.93K | SH | $7.18M 2.24% | 0.00 | 0.00 | 123.93K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 26.81K | SH | $7.02M 2.19% | 0.00 | 0.00 | 26.81K |
APPLE INCSOLE | COM | 27.48K | SH | $6.97M 2.18% | 0.00 | 0.00 | 27.48K |
VANGUARD WORLD FDSOLE | COMM SRVC ETF | 35.03K | SH | $6.30M 1.97% | 0.00 | 0.00 | 35.03K |
ALPHABET INCSOLE | CAP STK CL C | 17.86K | SH | $5.12M 1.60% | 0.00 | 0.00 | 17.86K |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 15.91K | SH | $4.97M 1.55% | 0.00 | 0.00 | 15.91K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 35.53K | SH | $4.29M 1.34% | 0.00 | 0.00 | 35.53K |
TELEFLEX INCORPORATEDSOLE | COM | 34.90K | SH | $4.17M 1.30% | 0.00 | 0.00 | 34.90K |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 29.78K | SH | $2.25M 0.70% | 0.00 | 0.00 | 29.78K |
ISHARES TRSOLE | ULTRA SHORT DUR | 41.39K | SH | $2.09M 0.65% | 0.00 | 0.00 | 41.39K |
SPDR GOLD TRSOLE | GOLD SHS | 3.81K | SH | $1.64M 0.51% | 0.00 | 0.00 | 3.81K |
ALPHABET INCSOLE | CAP STK CL A | 4.75K | SH | $1.37M 0.43% | 0.00 | 0.00 | 4.75K |