PARSIPPANY, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
12.8%
Top 10 weight
23.5%
Voting Authority Distribution
Total shares with voting rights: 126.49M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
126.49M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.75M | SH | $648.50M 7.11% | 0.00 | 0.00 | 1.75M |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 3.51M | SH | $294.10M 3.22% | 0.00 | 0.00 | 3.51M |
ISHARES TRSOLE | CORE S&P500 ETF | 301.39K | SH | $225.71M 2.47% | 0.00 | 0.00 | 301.39K |
APPLE INCSOLE | COM | 680.49K | SH | $196.91M 2.16% | 0.00 | 0.00 | 680.49K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.81M | SH | $156.22M 1.71% | 0.00 | 0.00 | 1.81M |
NVIDIA CORPORATIONSOLE | COM | 763.02K | SH | $152.67M 1.67% | 0.00 | 0.00 | 763.02K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 577.29K | SH | $125.81M 1.38% | 0.00 | 0.00 | 577.29K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 172.96K | SH | $118.79M 1.30% | 0.00 | 0.00 | 172.96K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 151.26K | SH | $113.25M 1.24% | 0.00 | 0.00 | 151.26K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 356.49K | SH | $108.01M 1.18% | 0.00 | 0.00 | 356.49K |
AMAZON COM INCSOLE | COM | 415.03K | SH | $98.92M 1.08% | 0.00 | 0.00 | 415.03K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 1.75M | SH | $93.83M 1.03% | 0.00 | 0.00 | 1.75M |
INVESCO QQQ TRSOLE | UNIT SER 1 | 122.99K | SH | $90.66M 0.99% | 0.00 | 0.00 | 122.99K |
MICROSOFT CORPSOLE | COM | 232.69K | SH | $86.80M 0.95% | 0.00 | 0.00 | 232.69K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 170.69K | SH | $85.41M 0.94% | 0.00 | 0.00 | 170.69K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 693.19K | SH | $82.48M 0.90% | 0.00 | 0.00 | 693.19K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 2.85M | SH | $75.52M 0.83% | 0.00 | 0.00 | 2.85M |
ALPHABET INCSOLE | CAP STK CL C | 187.11K | SH | $66.11M 0.72% | 0.00 | 0.00 | 187.11K |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 1.02M | SH | $62.29M 0.68% | 0.00 | 0.00 | 1.02M |
ISHARES TRSOLE | ULTRA SHORT DUR | 1.20M | SH | $60.85M 0.67% | 0.00 | 0.00 | 1.20M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 803.01K | SH | $57.21M 0.63% | 0.00 | 0.00 | 803.01K |
JPMORGAN CHASE & COSOLE | COM | 174.53K | SH | $57.13M 0.63% | 0.00 | 0.00 | 174.53K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 223.62K | SH | $54.34M 0.60% | 0.00 | 0.00 | 223.62K |
BROADCOM INCSOLE | COM | 143.66K | SH | $54.27M 0.60% | 0.00 | 0.00 | 143.66K |
ISHARES TRSOLE | CORE MSCI EAFE | 543.44K | SH | $52.49M 0.58% | 0.00 | 0.00 | 543.44K |