RIDGEWOOD, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
36.7%
Top 10 weight
81.5%
Voting Authority Distribution
Total shares with voting rights: 1.82M
Full voting authority
1.82M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE HIGH DV ETF | 181.66K | SH | $24.66M 12.80% | 181.66K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 185.93K | SH | $23.27M 12.08% | 185.93K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 53.48K | SH | $22.81M 11.84% | 53.48K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 GRW ETF | 72.42K | SH | $22.73M 11.80% | 72.42K | 0.00 | 0.00 |
ISHARES TRSOLE | MRNING SM CP ETF | 293.42K | SH | $20.40M 10.59% | 293.42K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 213.47K | SH | $14.89M 7.73% | 213.47K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 150.73K | SH | $13.65M 7.08% | 150.73K | 0.00 | 0.00 |
ISHARES TRSOLE | GLOBAL TECH ETF | 88.38K | SH | $8.83M 4.59% | 88.38K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE MIN VL | 31.24K | SH | $2.85M 1.48% | 31.24K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US SMALLCAP DIVD | 78.49K | SH | $2.82M 1.46% | 78.49K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.05K | SH | $2.63M 1.37% | 2.15K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.49K | SH | $2.16M 1.12% | 8.49K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 38.39K | SH | $2.08M 1.08% | 38.39K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 8.85K | SH | $1.34M 0.70% | 8.85K | 0.00 | 0.00 |
ISHARES TRSOLE | MRGSTR SM CP GR | 24.43K | SH | $1.34M 0.70% | 24.43K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P US GWT | 8.17K | SH | $1.27M 0.66% | 8.17K | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 4.58K | SH | $1.13M 0.59% | 4.58K | 0.00 | 0.00 |
ISHARES TRSOLE | SP SMCP600VL ETF | 8.58K | SH | $1.02M 0.53% | 8.58K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 15.65K | SH | $949.2K 0.49% | 15.65K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 VAL ETF | 4.92K | SH | $932.4K 0.48% | 4.92K | 0.00 | 0.00 |
GSK PLCSOLE | SPONSORED ADR | 16.87K | SH | $931.2K 0.48% | 16.87K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 4.37K | SH | $904.4K 0.47% | 4.37K | 0.00 | 0.00 |
UNITED PARCEL SVCS INCSOLE | CL B | 8.39K | SH | $825.2K 0.43% | 8.39K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 16.11K | SH | $808.5K 0.42% | 16.11K | 0.00 | 0.00 |
EASTMAN CHEM COSOLE | COM | 10.46K | SH | $798.2K 0.41% | 10.46K | 0.00 | 0.00 |