SUMMIT, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
10.7%
Top 10 weight
24.3%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 689.83K | SH | $76.70M 4.35% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 96.79K | SH | $57.84M 3.28% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 647.82K | SH | $54.96M 3.11% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 1.21M | SH | $50.37M 2.85% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 52.77K | SH | $34.47M 1.95% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 731.68K | SH | $34.24M 1.94% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 182.09K | SH | $31.76M 1.80% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 414.64K | SH | $31.74M 1.80% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 371.42K | SH | $28.80M 1.63% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 107.32K | SH | $27.24M 1.54% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 282.91K | SH | $24.53M 1.39% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 284.68K | SH | $22.94M 1.30% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 53.23K | SH | $19.70M 1.12% | 0.00 | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 263.68K | SH | $18.39M 1.04% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 444.59K | SH | $17.28M 0.98% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TP200 GR ETF | 64.14K | SH | $15.96M 0.90% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 71.27K | SH | $14.84M 0.84% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 131.83K | SH | $14.56M 0.83% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 530.94K | SH | $13.60M 0.77% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 217.95K | SH | $13.58M 0.77% | 0.00 | 0.00 | 0.00 |
JOHN HANCOCK EXCHANGE TRADEDSOLE | MULTI INTL ETF | 316.68K | SH | $13.42M 0.76% | 0.00 | 0.00 | 0.00 |
JOHN HANCOCK EXCHANGE TRADEDSOLE | MLTFCTR LRG CAP | 168.41K | SH | $13.18M 0.75% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 251.97K | SH | $13.04M 0.74% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE UNIVRSL USD | 273.99K | SH | $12.66M 0.72% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 165.60K | SH | $12.31M 0.70% | 0.00 | 0.00 | 0.00 |