CHATHAM, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
13.0%
Top 10 weight
32.8%
Voting Authority Distribution
Total shares with voting rights: 3.36M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.36M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 67.70K | SH | $21.72M 4.83% | 0.00 | 0.00 | 67.70K |
APPLE INCSOLE | COM | 79.21K | SH | $20.10M 4.47% | 0.00 | 0.00 | 79.21K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 44.91K | SH | $16.50M 3.67% | 0.00 | 0.00 | 44.91K |
TJX COS INC NEWSOLE | COM | 94.36K | SH | $15.07M 3.35% | 0.00 | 0.00 | 94.36K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 14.04K | SH | $13.99M 3.11% | 0.00 | 0.00 | 14.04K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 88.64K | SH | $13.13M 2.92% | 0.00 | 0.00 | 88.64K |
MICROSOFT CORPSOLE | COM | 33.07K | SH | $12.24M 2.72% | 0.00 | 0.00 | 33.07K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 24.83K | SH | $11.90M 2.65% | 0.00 | 0.00 | 24.83K |
QUANTA SVCS INCSOLE | COM | 21.07K | SH | $11.57M 2.57% | 0.00 | 0.00 | 21.07K |
ISHARES TRSOLE | SELECT DIVID ETF | 74.24K | SH | $11.24M 2.50% | 0.00 | 0.00 | 74.24K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 58.33K | SH | $11.19M 2.49% | 0.00 | 0.00 | 58.33K |
WALMART INCSOLE | COM | 89.85K | SH | $11.17M 2.48% | 0.00 | 0.00 | 89.85K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 53.14K | SH | $10.43M 2.32% | 0.00 | 0.00 | 53.14K |
ALPHABET INCSOLE | CAP STK CL A | 31.91K | SH | $9.18M 2.04% | 0.00 | 0.00 | 31.91K |
AMAZON COM INCSOLE | COM | 37.25K | SH | $7.76M 1.73% | 0.00 | 0.00 | 37.25K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 32.81K | SH | $7.06M 1.57% | 0.00 | 0.00 | 32.81K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 132.18K | SH | $6.54M 1.46% | 0.00 | 0.00 | 132.18K |
PFIZER INCSOLE | COM | 232.24K | SH | $6.52M 1.45% | 0.00 | 0.00 | 232.24K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 9.13K | SH | $6.37M 1.42% | 0.00 | 0.00 | 9.13K |
MERCK & CO INCSOLE | COM | 52.72K | SH | $6.34M 1.41% | 0.00 | 0.00 | 52.72K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 66.61K | SH | $6.28M 1.40% | 0.00 | 0.00 | 66.61K |
PEPSICO INCSOLE | COM | 39.96K | SH | $6.21M 1.38% | 0.00 | 0.00 | 39.96K |
JOHNSON & JOHNSONSOLE | COM | 23.20K | SH | $5.67M 1.26% | 0.00 | 0.00 | 23.20K |
ABBVIE INCSOLE | COM | 25.78K | SH | $5.61M 1.25% | 0.00 | 0.00 | 25.78K |
JPMORGAN CHASE & COSOLE | COM | 18.61K | SH | $5.47M 1.22% | 0.00 | 0.00 | 18.61K |