PARSIPPANY, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
10.2%
Top 10 weight
22.3%
Voting Authority Distribution
Total shares with voting rights: 10.68M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.68M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 329.51K | SH | $32.26M 3.62% | 0.00 | 0.00 | 329.51K |
APPLE INCSOLE | COM | 116.58K | SH | $29.59M 3.32% | 0.00 | 0.00 | 116.58K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 508.31K | SH | $28.76M 3.22% | 0.00 | 0.00 | 508.31K |
ALPHABET INCSOLE | CAP STK CL C | 63.76K | SH | $18.29M 2.05% | 0.00 | 0.00 | 63.76K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 41.05K | SH | $17.93M 2.01% | 0.00 | 0.00 | 41.05K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 318.37K | SH | $16.53M 1.85% | 0.00 | 0.00 | 318.37K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 674.48K | SH | $15.10M 1.69% | 0.00 | 0.00 | 674.48K |
BROADCOM INCSOLE | COM | 44.20K | SH | $13.68M 1.53% | 0.00 | 0.00 | 44.20K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 464.25K | SH | $13.55M 1.52% | 0.00 | 0.00 | 464.25K |
J P MORGAN EXCHANGE TRADED FSOLE | SHORT DURA CORE | 277.98K | SH | $13.15M 1.47% | 0.00 | 0.00 | 277.98K |
APPLIED MATLS INCSOLE | COM | 33.61K | SH | $11.49M 1.29% | 0.00 | 0.00 | 33.61K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 225.88K | SH | $11.28M 1.26% | 0.00 | 0.00 | 225.88K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 245.06K | SH | $11.19M 1.25% | 0.00 | 0.00 | 245.06K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 129.39K | SH | $11.02M 1.24% | 0.00 | 0.00 | 129.39K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 114.55K | SH | $10.99M 1.23% | 0.00 | 0.00 | 114.55K |
ISHARES TRSOLE | CORE S&P500 ETF | 16.27K | SH | $10.63M 1.19% | 0.00 | 0.00 | 16.27K |
CATERPILLAR INCSOLE | COM | 14.69K | SH | $10.40M 1.17% | 0.00 | 0.00 | 14.69K |
MICROSOFT CORPSOLE | COM | 27.55K | SH | $10.20M 1.14% | 0.00 | 0.00 | 27.55K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 125.28K | SH | $10.09M 1.13% | 0.00 | 0.00 | 125.28K |
META PLATFORMS INCSOLE | CL A | 17.37K | SH | $9.94M 1.11% | 0.00 | 0.00 | 17.37K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 165.07K | SH | $9.60M 1.08% | 0.00 | 0.00 | 165.07K |
ELI LILLY & COSOLE | COM | 10.25K | SH | $9.43M 1.06% | 0.00 | 0.00 | 10.25K |
UNITED RENTALS INCSOLE | COM | 12.62K | SH | $9.19M 1.03% | 0.00 | 0.00 | 12.62K |
ARISTA NETWORKS INCSOLE | COM SHS | 73.22K | SH | $8.99M 1.01% | 0.00 | 0.00 | 73.22K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 40.63K | SH | $8.74M 0.98% | 0.00 | 0.00 | 40.63K |