TRENTON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
14.0%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 274.74M
Full voting authority
274.74M
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 | 8.31M | SH | $1.45B 5.59% | 8.31M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.02M | SH | $1.28B 4.92% | 5.02M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.41M | SH | $893.06M 3.44% | 2.41M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 12.46M | SH | $868.99M 3.35% | 12.46M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 8.60M | SH | $762.72M 2.94% | 8.60M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.29M | SH | $685.28M 2.64% | 3.29M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.99M | SH | $571.11M 2.20% | 1.99M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.67M | SH | $478.59M 1.85% | 1.67M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.54M | SH | $476.59M 1.84% | 1.54M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 744.63K | SH | $426.02M 1.64% | 744.63K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 966.61K | SH | $359.34M 1.39% | 966.61K | 0.00 | 0.00 |
ISHARES TRSOLE | GLOBAL REIT ETF | 11.79M | SH | $296.44M 1.14% | 11.79M | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE SML CP ETF | 3.70M | SH | $290.34M 1.12% | 3.70M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 934.68K | SH | $274.95M 1.06% | 934.68K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INDIA ETF | 5.66M | SH | $264.95M 1.02% | 5.66M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 274.63K | SH | $252.59M 0.97% | 274.63K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 1.45M | SH | $245.59M 0.95% | 1.45M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 473.36K | SH | $226.83M 0.87% | 473.36K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 1.51M | SH | $220.56M 0.85% | 1.51M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 823.39K | SH | $201.27M 0.78% | 823.39K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 1.51M | SH | $188.01M 0.73% | 1.51M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 578.63K | SH | $174.89M 0.67% | 578.63K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 152.28K | SH | $151.74M 0.59% | 152.28K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 291.07K | SH | $145.43M 0.56% | 291.07K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 1.45M | SH | $139.60M 0.54% | 1.45M | 0.00 | 0.00 |