PRINCETON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
12.9%
Top 10 weight
31.6%
Voting Authority Distribution
Total shares with voting rights: 13.54M
Full voting authority
13.54M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 288.86K | SH | $73.31M 4.57% | 288.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 249.99K | SH | $71.71M 4.47% | 249.99K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 130.47K | SH | $62.52M 3.89% | 130.47K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 98.35K | SH | $58.77M 3.66% | 98.35K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 153.15K | SH | $56.69M 3.53% | 153.15K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 213.02K | SH | $44.37M 2.76% | 213.02K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.68M | SH | $42.20M 2.63% | 1.68M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 109.25K | SH | $35.05M 2.18% | 109.25K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 57.82K | SH | $33.37M 2.08% | 57.82K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 500.61K | SH | $29.81M 1.86% | 500.61K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 168.65K | SH | $29.41M 1.83% | 168.65K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 373.25K | SH | $28.81M 1.79% | 373.25K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 76.68K | SH | $25.91M 1.61% | 76.68K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 38K | SH | $21.74M 1.35% | 38K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 39.21K | SH | $19.59M 1.22% | 39.21K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 60.53K | SH | $18.30M 1.14% | 60.53K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 61.67K | SH | $18.14M 1.13% | 61.67K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 18.06K | SH | $18.00M 1.12% | 18.06K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 195.88K | SH | $17.95M 1.12% | 195.88K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 243.17K | SH | $17.91M 1.12% | 243.17K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 5-10YR INVT | 322.15K | SH | $17.14M 1.07% | 322.15K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 69.88K | SH | $17.08M 1.06% | 69.88K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 200.27K | SH | $16.57M 1.03% | 200.27K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 117.32K | SH | $14.58M 0.91% | 117.32K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 46.79K | SH | $13.44M 0.84% | 46.79K | 0.00 | 0.00 |