EGG HARBOR TOWNSHIP, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
11.0%
Top 10 weight
22.3%
Voting Authority Distribution
Total shares with voting rights: 2.23M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.23M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 0-3 MNTH TREASRY | 94.42K | SH | $9.50M 5.24% | 0.00 | 0.00 | 94.42K |
NVIDIA CORPORATIONSOLE | COM | 34.70K | SH | $6.05M 3.34% | 0.00 | 0.00 | 34.70K |
ISHARES TRSOLE | IBOXX HI YD ETF | 54.10K | SH | $4.30M 2.37% | 0.00 | 0.00 | 54.10K |
FLEXSHARES TRSOLE | QUALT DIVD IDX | 45.85K | SH | $3.63M 2.00% | 0.00 | 0.00 | 45.85K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 36.74K | SH | $3.51M 1.93% | 0.00 | 0.00 | 36.74K |
FLEXSHARES TRSOLE | INTL QLTDV IDX | 108.85K | SH | $3.45M 1.90% | 0.00 | 0.00 | 108.85K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 42.41K | SH | $2.72M 1.50% | 0.00 | 0.00 | 42.41K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 6K | SH | $2.62M 1.45% | 0.00 | 0.00 | 6K |
GE VERNOVA INCSOLE | COM | 2.78K | SH | $2.42M 1.34% | 0.00 | 0.00 | 2.78K |
BROADCOM INCSOLE | COM | 7.49K | SH | $2.32M 1.28% | 0.00 | 0.00 | 7.49K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.03K | SH | $2.16M 1.19% | 0.00 | 0.00 | 11.03K |
FLEXSHARES TRSOLE | HIG YLD VL ETF | 53.85K | SH | $2.16M 1.19% | 0.00 | 0.00 | 53.85K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.22K | SH | $2.10M 1.16% | 0.00 | 0.00 | 3.22K |
AMPHENOL CORPSOLE | CL A | 15.92K | SH | $2.01M 1.11% | 0.00 | 0.00 | 15.92K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 17.54K | SH | $1.98M 1.09% | 0.00 | 0.00 | 17.54K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 4.71K | SH | $1.86M 1.02% | 0.00 | 0.00 | 4.71K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 7.02K | SH | $1.84M 1.01% | 0.00 | 0.00 | 7.02K |
APPLE INCSOLE | COM | 6.89K | SH | $1.75M 0.96% | 0.00 | 0.00 | 6.89K |
NEWMONT CORPSOLE | COM | 15.96K | SH | $1.73M 0.95% | 0.00 | 0.00 | 15.96K |
ISHARES TRSOLE | CORE UNIVRSL USD | 37.04K | SH | $1.71M 0.94% | 0.00 | 0.00 | 37.04K |
CARDINAL HEALTH INCSOLE | COM | 8.08K | SH | $1.71M 0.94% | 0.00 | 0.00 | 8.08K |
FLEXSHARES TRSOLE | IBOXX 3R TARGT | 67.83K | SH | $1.64M 0.91% | 0.00 | 0.00 | 67.83K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 11.22K | SH | $1.64M 0.91% | 0.00 | 0.00 | 11.22K |
MICROSOFT CORPSOLE | COM | 4.41K | SH | $1.63M 0.90% | 0.00 | 0.00 | 4.41K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.97K | SH | $1.59M 0.88% | 0.00 | 0.00 | 4.97K |