METUCHEN, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
60.8%
Top 10 weight
88.9%
Voting Authority Distribution
Total shares with voting rights: 2.35M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.35M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 99.41K | SH | $59.40M 23.34% | 0.00 | 0.00 | 99.41K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 251.21K | SH | $51.70M 20.31% | 0.00 | 0.00 | 251.21K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 566.09K | SH | $43.65M 17.15% | 0.00 | 0.00 | 566.09K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 480.85K | SH | $35.41M 13.91% | 0.00 | 0.00 | 480.85K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 205.68K | SH | $13.18M 5.18% | 0.00 | 0.00 | 205.68K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 26.75K | SH | $8.58M 3.37% | 0.00 | 0.00 | 26.75K |
APPLE INCSOLE | COM | 15.06K | SH | $3.82M 1.50% | 0.00 | 0.00 | 15.06K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2026 CB | 194.91K | SH | $3.81M 1.50% | 0.00 | 0.00 | 194.91K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 178.88K | SH | $3.51M 1.38% | 0.00 | 0.00 | 178.88K |
ISHARES TRSOLE | CORE S&P TTL STK | 22.54K | SH | $3.21M 1.26% | 0.00 | 0.00 | 22.54K |
ELI LILLY & COSOLE | COM | 2.33K | SH | $2.14M 0.84% | 0.00 | 0.00 | 2.33K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO BLSH 28 | 97.20K | SH | $1.99M 0.78% | 0.00 | 0.00 | 97.20K |
AMAZON COM INCSOLE | COM | 8.24K | SH | $1.72M 0.67% | 0.00 | 0.00 | 8.24K |
MICROSOFT CORPSOLE | COM | 4.14K | SH | $1.53M 0.60% | 0.00 | 0.00 | 4.14K |
TRANE TECHNOLOGIES PLCSOLE | SHS | 3.35K | SH | $1.40M 0.55% | 0.00 | 0.00 | 3.35K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 22.66K | SH | $1.35M 0.53% | 0.00 | 0.00 | 22.66K |
XPO INCSOLE | COM | 5.84K | SH | $1.14M 0.45% | 0.00 | 0.00 | 5.84K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 21.76K | SH | $1.09M 0.43% | 0.00 | 0.00 | 21.76K |
NVIDIA CORPORATIONSOLE | COM | 6.01K | SH | $1.05M 0.41% | 0.00 | 0.00 | 6.01K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 2.23K | SH | $974.9K 0.38% | 0.00 | 0.00 | 2.23K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 8.22K | SH | $908.2K 0.36% | 0.00 | 0.00 | 8.22K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.32K | SH | $865.6K 0.34% | 0.00 | 0.00 | 1.32K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 3.60K | SH | $690.6K 0.27% | 0.00 | 0.00 | 3.60K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.13K | SH | $651.4K 0.26% | 0.00 | 0.00 | 1.13K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 3.28K | SH | $642.9K 0.25% | 0.00 | 0.00 | 3.28K |