PARSIPPANY, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
12.5%
Top 10 weight
22.7%
Voting Authority Distribution
Total shares with voting rights: 117.42M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
117.42M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.73M | SH | $555.55M 7.08% | 0.00 | 0.00 | 1.73M |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 3.45M | SH | $259.26M 3.30% | 0.00 | 0.00 | 3.45M |
APPLE INCSOLE | COM | 660.02K | SH | $167.51M 2.13% | 0.00 | 0.00 | 660.02K |
ISHARES TRSOLE | CORE S&P500 ETF | 255.95K | SH | $167.19M 2.13% | 0.00 | 0.00 | 255.95K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 284.07K | SH | $124.08M 1.58% | 0.00 | 0.00 | 284.07K |
NVIDIA CORPORATIONSOLE | COM | 689.91K | SH | $120.33M 1.53% | 0.00 | 0.00 | 689.91K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 552.95K | SH | $108.49M 1.38% | 0.00 | 0.00 | 552.95K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 148.67K | SH | $96.95M 1.24% | 0.00 | 0.00 | 148.67K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 161.98K | SH | $96.79M 1.23% | 0.00 | 0.00 | 161.98K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 1.66M | SH | $89.45M 1.14% | 0.00 | 0.00 | 1.66M |
MICROSOFT CORPSOLE | COM | 237.14K | SH | $87.78M 1.12% | 0.00 | 0.00 | 237.14K |
AMAZON COM INCSOLE | COM | 407.93K | SH | $84.96M 1.08% | 0.00 | 0.00 | 407.93K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 344.55K | SH | $81.87M 1.04% | 0.00 | 0.00 | 344.55K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 166.49K | SH | $79.78M 1.02% | 0.00 | 0.00 | 166.49K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 122.92K | SH | $70.95M 0.90% | 0.00 | 0.00 | 122.92K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 2.50M | SH | $65.42M 0.83% | 0.00 | 0.00 | 2.50M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 657.99K | SH | $64.42M 0.82% | 0.00 | 0.00 | 657.99K |
JPMORGAN CHASE & COSOLE | COM | 196.24K | SH | $57.73M 0.74% | 0.00 | 0.00 | 196.24K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 965.47K | SH | $54.63M 0.70% | 0.00 | 0.00 | 965.47K |
ALPHABET INCSOLE | CAP STK CL C | 185.69K | SH | $53.27M 0.68% | 0.00 | 0.00 | 185.69K |
ISHARES TRSOLE | IBONDS DEC 2033 | 2.04M | SH | $52.70M 0.67% | 0.00 | 0.00 | 2.04M |
ISHARES TRSOLE | CORE MSCI EAFE | 566.22K | SH | $51.26M 0.65% | 0.00 | 0.00 | 566.22K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 774.72K | SH | $49.64M 0.63% | 0.00 | 0.00 | 774.72K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 330.25K | SH | $48.31M 0.62% | 0.00 | 0.00 | 330.25K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 215.83K | SH | $46.89M 0.60% | 0.00 | 0.00 | 215.83K |