TRENTON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
13.3%
Top 10 weight
29.8%
Voting Authority Distribution
Total shares with voting rights: 279.53M
Full voting authority
279.53M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 7.46M | SH | $1.49B 5.10% | 7.46M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.75M | SH | $1.37B 4.69% | 4.75M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 12.46M | SH | $1.03B 3.52% | 12.46M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.28M | SH | $851.21M 2.91% | 2.28M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 8.60M | SH | $829.19M 2.83% | 8.60M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.13M | SH | $746.29M 2.55% | 3.13M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.88M | SH | $672.64M 2.30% | 1.88M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.80M | SH | $666.07M 2.27% | 1.80M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.45M | SH | $549.39M 1.88% | 1.45M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.50M | SH | $528.27M 1.80% | 1.50M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 364.64K | SH | $420.90M 1.44% | 364.64K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 710.34K | SH | $400.13M 1.37% | 710.34K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 910.40K | SH | $382.91M 1.31% | 910.40K | 0.00 | 0.00 |
ISHARES TRSOLE | GLOBAL REIT ETF | 11.79M | SH | $325.56M 1.11% | 11.79M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 259.67K | SH | $311.46M 1.06% | 259.67K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 527.16K | SH | $306.23M 1.05% | 527.16K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE SML CP ETF | 3.70M | SH | $304.63M 1.04% | 3.70M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 868.48K | SH | $284.28M 0.97% | 868.48K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INDIA ETF | 5.66M | SH | $279.37M 0.95% | 5.66M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 1.51M | SH | $233.42M 0.80% | 1.51M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 451.60K | SH | $225.98M 0.77% | 451.60K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 1.42M | SH | $198.35M 0.68% | 1.42M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 778.80K | SH | $197.79M 0.68% | 778.80K | 0.00 | 0.00 |
ISHARES TRSOLE | USD INV GRDE ETF | 3.80M | SH | $194.90M 0.67% | 3.80M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 544.66K | SH | $186.87M 0.64% | 544.66K | 0.00 | 0.00 |