MOORESTOWN, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
37.9%
Top 10 weight
62.8%
Voting Authority Distribution
Total shares with voting rights: 2.96M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.96M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 177.05K | SH | $66.26M 19.41% | 0.00 | 0.00 | 177.05K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 443.57K | SH | $34.27M 10.04% | 0.00 | 0.00 | 443.57K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 186.80K | SH | $28.99M 8.49% | 0.00 | 0.00 | 186.80K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 114.01K | SH | $14.33M 4.20% | 0.00 | 0.00 | 114.01K |
JANUS DETROIT STR TRSOLE | HEND SECU IN ETF | 278.18K | SH | $13.89M 4.07% | 0.00 | 0.00 | 278.18K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 131.89K | SH | $11.78M 3.45% | 0.00 | 0.00 | 131.89K |
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 130.39K | SH | $11.75M 3.44% | 0.00 | 0.00 | 130.39K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 121.26K | SH | $11.18M 3.27% | 0.00 | 0.00 | 121.26K |
ISHARES TRSOLE | 20 YR TR BD ETF | 141.22K | SH | $10.98M 3.22% | 0.00 | 0.00 | 141.22K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 107.11K | SH | $10.83M 3.17% | 0.00 | 0.00 | 107.11K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 117.28K | SH | $10.75M 3.15% | 0.00 | 0.00 | 117.28K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 128.77K | SH | $10.68M 3.13% | 0.00 | 0.00 | 128.77K |
LISTED FDS TRSOLE | ROUN MA SEVE ETF | 129.90K | SH | $9.31M 2.73% | 0.00 | 0.00 | 129.90K |
APPLE INCSOLE | COM | 27.10K | SH | $9.02M 2.64% | 0.00 | 0.00 | 27.10K |
VANGUARD INDEX FDSSOLE | MRNGSTR SML CAP | 28.23K | SH | $8.03M 2.35% | 0.00 | 0.00 | 28.23K |
INVESCO EXCH TRADED FD TR IISOLE | SHORT TERM ETF | 71.70K | SH | $7.57M 2.22% | 0.00 | 0.00 | 71.70K |
VANGUARD WORLD FDSOLE | COMM SRVC ETF | 37.89K | SH | $7.22M 2.12% | 0.00 | 0.00 | 37.89K |
ALPHABET INCSOLE | CAP STK CL C | 18.75K | SH | $6.39M 1.87% | 0.00 | 0.00 | 18.75K |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 16.56K | SH | $5.31M 1.55% | 0.00 | 0.00 | 16.56K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 38.30K | SH | $4.98M 1.46% | 0.00 | 0.00 | 38.30K |
TELEFLEX INCORPORATEDSOLE | COM | 34.98K | SH | $4.37M 1.28% | 0.00 | 0.00 | 34.98K |
ISHARES SILVER TRSOLE | ISHARES | 39.95K | SH | $2.18M 0.64% | 0.00 | 0.00 | 39.95K |
MICROSOFT CORPSOLE | COM | 4.03K | SH | $2.07M 0.61% | 0.00 | 0.00 | 4.03K |
GLOBAL X FDSSOLE | GLOBAL X COPPER | 24.05K | SH | $2.04M 0.60% | 0.00 | 0.00 | 24.05K |
SPDR GOLD TRSOLE | GOLD SHS | 4.78K | SH | $1.82M 0.53% | 0.00 | 0.00 | 4.78K |