EWING, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
21.8%
Top 10 weight
44.7%
Voting Authority Distribution
Total shares with voting rights: 1.44M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.44M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION COMSOLE | Stock | 93.92K | SH | $16.38M 11.82% | 0.00 | 0.00 | 93.92K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 10.93K | SH | $7.11M 5.13% | 0.00 | 0.00 | 10.93K |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE | ETF | 199.51K | SH | $6.76M 4.88% | 0.00 | 0.00 | 199.51K |
APPLE INC COMSOLE | Stock | 25.99K | SH | $6.60M 4.76% | 0.00 | 0.00 | 25.99K |
VANGUARD S&P 500 ETFSOLE | ETF | 9.35K | SH | $5.59M 4.03% | 0.00 | 0.00 | 9.35K |
AMAZON COM INC COMSOLE | Stock | 21.70K | SH | $4.52M 3.26% | 0.00 | 0.00 | 21.70K |
MICROSOFT CORP COMSOLE | Stock | 11.99K | SH | $4.44M 3.20% | 0.00 | 0.00 | 11.99K |
ALPHABET INC CAP STK CL ASOLE | Stock | 13.23K | SH | $3.80M 2.75% | 0.00 | 0.00 | 13.23K |
VANGUARD SHORT-TERM TREASURY ETFSOLE | ETF | 59.54K | SH | $3.49M 2.52% | 0.00 | 0.00 | 59.54K |
ALPHABET INC CAP STK CL CSOLE | Stock | 11.27K | SH | $3.23M 2.33% | 0.00 | 0.00 | 11.27K |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 33.51K | SH | $2.77M 2.00% | 0.00 | 0.00 | 33.51K |
META PLATFORMS INC CL ASOLE | Stock | 4.51K | SH | $2.58M 1.86% | 0.00 | 0.00 | 4.51K |
BROADCOM INC COMSOLE | Stock | 5.91K | SH | $1.83M 1.32% | 0.00 | 0.00 | 5.91K |
JPMORGAN CHASE & CO COMSOLE | Stock | 5.97K | SH | $1.76M 1.27% | 0.00 | 0.00 | 5.97K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 26.39K | SH | $1.69M 1.22% | 0.00 | 0.00 | 26.39K |
WALMART INC COMSOLE | Stock | 13.19K | SH | $1.64M 1.18% | 0.00 | 0.00 | 13.19K |
TESLA INC COMSOLE | Stock | 4.39K | SH | $1.63M 1.18% | 0.00 | 0.00 | 4.39K |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 18.95K | SH | $1.40M 1.01% | 0.00 | 0.00 | 18.95K |
APPLIED MATLS INC COMSOLE | Stock | 3.42K | SH | $1.17M 0.84% | 0.00 | 0.00 | 3.42K |
ELI LILLY & CO COMSOLE | Stock | 1.26K | SH | $1.16M 0.84% | 0.00 | 0.00 | 1.26K |
JOHNSON & JOHNSON COMSOLE | Stock | 3.85K | SH | $941.3K 0.68% | 0.00 | 0.00 | 3.85K |
VISA INC COM CL ASOLE | Stock | 3.10K | SH | $937.2K 0.68% | 0.00 | 0.00 | 3.10K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 1.95K | SH | $932.0K 0.67% | 0.00 | 0.00 | 1.95K |
MASTERCARD INCORPORATED CL ASOLE | Stock | 1.80K | SH | $900.9K 0.65% | 0.00 | 0.00 | 1.80K |
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETFSOLE | ETF | 20.48K | SH | $867.7K 0.63% | 0.00 | 0.00 | 20.48K |