CLINTON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
15.4%
Top 10 weight
33.5%
Voting Authority Distribution
Total shares with voting rights: 2.26M
Full voting authority
2.26M
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 |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 112.72K | SH | $11.04M 6.44% | 112.72K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 284.43K | SH | $9.66M 5.64% | 284.43K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 68.67K | SH | $5.74M 3.35% | 68.67K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 57.96K | SH | $5.31M 3.10% | 57.96K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 125.36K | SH | $4.87M 2.84% | 125.36K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ENERGY ETF | 27.42K | SH | $4.75M 2.77% | 27.42K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 96.67K | SH | $4.41M 2.58% | 96.67K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 20.60K | SH | $3.95M 2.31% | 20.60K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 19.76K | SH | $3.91M 2.29% | 19.76K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MATERIALS ETF | 16.50K | SH | $3.72M 2.17% | 16.50K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 16.41K | SH | $3.69M 2.15% | 16.41K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 13.31K | SH | $3.62M 2.12% | 13.31K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 11.57K | SH | $3.61M 2.11% | 11.57K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 76.44K | SH | $3.59M 2.09% | 76.44K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.47K | SH | $3.55M 2.08% | 5.47K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 38.54K | SH | $3.42M 2.00% | 38.54K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 25.87K | SH | $3.07M 1.79% | 25.87K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.32K | SH | $3.07M 1.79% | 5.32K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 60.80K | SH | $3.04M 1.77% | 60.80K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 51.56K | SH | $2.92M 1.70% | 51.56K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 101.74K | SH | $2.67M 1.56% | 101.74K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 5-10YR INVT | 47.67K | SH | $2.54M 1.48% | 47.67K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 76.30K | SH | $2.35M 1.37% | 76.30K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 29.57K | SH | $2.34M 1.37% | 29.57K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 40.02K | SH | $2.34M 1.37% | 40.02K | 0.00 | 0.00 |