PRINCETON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
35.5%
Top 10 weight
57.7%
Voting Authority Distribution
Total shares with voting rights: 17.09M
Full voting authority
17.09M
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 |
|---|---|---|---|---|---|---|---|
Vanguard S&P 500 ETFSOLE | ETF | 1.13M | SH | $676.75M 23.79% | 1.13M | 0.00 | 0.00 |
Vanguard Value ETFSOLE | ETF | 894.87K | SH | $175.57M 6.17% | 894.87K | 0.00 | 0.00 |
NVIDIA CorporationSOLE | COM | 895.22K | SH | $156.13M 5.49% | 895.22K | 0.00 | 0.00 |
Apple Inc.SOLE | COM | 576.14K | SH | $146.22M 5.14% | 576.14K | 0.00 | 0.00 |
Applied Materials, Inc.SOLE | COM | 317.60K | SH | $108.55M 3.82% | 317.60K | 0.00 | 0.00 |
Microsoft CorporationSOLE | COM | 251.40K | SH | $93.06M 3.27% | 251.40K | 0.00 | 0.00 |
Alphabet Inc. Class ASOLE | COM | 308.60K | SH | $88.74M 3.12% | 308.60K | 0.00 | 0.00 |
Vanguard Dividend Appreciation ETFSOLE | ETF | 353K | SH | $75.92M 2.67% | 353K | 0.00 | 0.00 |
Travelers Companies, Inc.SOLE | COM | 215.21K | SH | $62.77M 2.21% | 215.21K | 0.00 | 0.00 |
Vanguard Information Technology ETFSOLE | ETF | 658.40K | SH | $57.42M 2.02% | 658.40K | 0.00 | 0.00 |
Vanguard Growth ETFSOLE | ETF | 784.03K | SH | $57.08M 2.01% | 784.03K | 0.00 | 0.00 |
Merck and Co., Inc.SOLE | COM | 410.68K | SH | $49.40M 1.74% | 410.68K | 0.00 | 0.00 |
State Street SPDR S&P 500 ETFSOLE | ETF | 72.97K | SH | $47.46M 1.67% | 72.97K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | COM | 225.50K | SH | $46.96M 1.65% | 225.50K | 0.00 | 0.00 |
Alphabet Inc. Class CSOLE | COM | 158.76K | SH | $45.54M 1.60% | 158.76K | 0.00 | 0.00 |
Meta Platforms Inc Class ASOLE | COM | 73.47K | SH | $42.03M 1.48% | 73.47K | 0.00 | 0.00 |
Invesco S&P Smallcap 600 Pure Value ETFSOLE | ETF | 306.49K | SH | $38.13M 1.34% | 306.49K | 0.00 | 0.00 |
Waste Management, Inc.SOLE | COM | 149.22K | SH | $34.29M 1.21% | 149.22K | 0.00 | 0.00 |
PepsiCo, Inc.SOLE | COM | 193.43K | SH | $30.04M 1.06% | 193.43K | 0.00 | 0.00 |
Mastercard Incorporated Class ASOLE | COM | 59.88K | SH | $29.92M 1.05% | 59.88K | 0.00 | 0.00 |
McDonald's CorporationSOLE | COM | 96K | SH | $29.84M 1.05% | 96K | 0.00 | 0.00 |
American Electric Power Company, Inc.SOLE | COM | 217K | SH | $28.44M 1.00% | 217K | 0.00 | 0.00 |
Allstate CorporationSOLE | COM | 126.94K | SH | $26.32M 0.93% | 126.94K | 0.00 | 0.00 |
RTX CorporationSOLE | COM | 134.19K | SH | $25.89M 0.91% | 134.19K | 0.00 | 0.00 |
Home Depot, Inc.SOLE | COM | 75.32K | SH | $24.77M 0.87% | 75.32K | 0.00 | 0.00 |