PRINCETON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
13.1%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 14.12M
Full voting authority
14.12M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 250.74K | SH | $88.60M 4.84% | 250.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 288.91K | SH | $83.60M 4.57% | 288.91K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 97.19K | SH | $66.75M 3.65% | 97.19K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 120.45K | SH | $60.27M 3.30% | 120.45K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 147.04K | SH | $54.85M 3.00% | 147.04K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 218.03K | SH | $51.97M 2.84% | 218.03K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.74M | SH | $50.52M 2.76% | 1.74M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 62.59K | SH | $46.09M 2.52% | 62.59K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 114.72K | SH | $42.45M 2.32% | 114.72K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 182.41K | SH | $36.50M 2.00% | 182.41K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 75.89K | SH | $36.24M 1.98% | 75.89K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 408.11K | SH | $31.30M 1.71% | 408.11K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 530.71K | SH | $31.30M 1.71% | 530.71K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 20.41K | SH | $23.56M 1.29% | 20.41K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 40.73K | SH | $22.94M 1.25% | 40.73K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 64.28K | SH | $22.05M 1.21% | 64.28K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 65.22K | SH | $21.35M 1.17% | 65.22K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 39.08K | SH | $20.07M 1.10% | 39.08K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 62.41K | SH | $18.91M 1.03% | 62.41K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 222.04K | SH | $18.35M 1.00% | 222.04K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 72.05K | SH | $18.30M 1.00% | 72.05K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 196.67K | SH | $18.02M 0.99% | 196.67K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 16.92K | SH | $18.01M 0.98% | 16.92K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 234.47K | SH | $17.21M 0.94% | 234.47K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 18.16K | SH | $16.99M 0.93% | 18.16K | 0.00 | 0.00 |