BORDENTOWN, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
19.3%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 1.27M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.27M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 104.07K | SH | $8.05M 6.83% | 0.00 | 0.00 | 104.07K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 11.57K | SH | $7.53M 6.38% | 0.00 | 0.00 | 11.57K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 93.78K | SH | $7.18M 6.09% | 0.00 | 0.00 | 93.78K |
PACER FDS TRSOLE | US CASH COWS 100 | 96.97K | SH | $6.07M 5.14% | 0.00 | 0.00 | 96.97K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 75.15K | SH | $5.79M 4.91% | 0.00 | 0.00 | 75.15K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 6.95K | SH | $4.85M 4.11% | 0.00 | 0.00 | 6.95K |
PACER FDS TRSOLE | US LRG CP CASH | 124.29K | SH | $4.19M 3.56% | 0.00 | 0.00 | 124.29K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.15K | SH | $3.90M 3.30% | 0.00 | 0.00 | 12.15K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 6.01K | SH | $3.71M 3.14% | 0.00 | 0.00 | 6.01K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 40.66K | SH | $3.37M 2.85% | 0.00 | 0.00 | 40.66K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 108.03K | SH | $3.33M 2.82% | 0.00 | 0.00 | 108.03K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 54.18K | SH | $3.23M 2.74% | 0.00 | 0.00 | 54.18K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 21.93K | SH | $3.22M 2.73% | 0.00 | 0.00 | 21.93K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 50.21K | SH | $2.97M 2.52% | 0.00 | 0.00 | 50.21K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.13K | SH | $2.96M 2.51% | 0.00 | 0.00 | 5.13K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 14.63K | SH | $2.81M 2.38% | 0.00 | 0.00 | 14.63K |
APPLE INCSOLE | COM | 9.92K | SH | $2.52M 2.13% | 0.00 | 0.00 | 9.92K |
MICROSOFT CORPSOLE | COM | 6.47K | SH | $2.39M 2.03% | 0.00 | 0.00 | 6.47K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 47.51K | SH | $2.30M 1.95% | 0.00 | 0.00 | 47.51K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 8.15K | SH | $1.94M 1.64% | 0.00 | 0.00 | 8.15K |
JPMORGAN CHASE & COSOLE | COM | 6.42K | SH | $1.89M 1.60% | 0.00 | 0.00 | 6.42K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 17.92K | SH | $1.69M 1.43% | 0.00 | 0.00 | 17.92K |
ALPHABET INCSOLE | CAP STK CL C | 5.46K | SH | $1.57M 1.33% | 0.00 | 0.00 | 5.46K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.15K | SH | $1.51M 1.28% | 0.00 | 0.00 | 3.15K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 16.77K | SH | $1.42M 1.21% | 0.00 | 0.00 | 16.77K |