FAIR LAWN, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
27.4%
Top 10 weight
51.1%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Full voting authority
1.48M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 331.98K | SH | $23.65M 17.92% | 331.98K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 258.66K | SH | $6.85M 5.19% | 258.66K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 95.81K | SH | $5.72M 4.33% | 95.81K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 72.56K | SH | $5.59M 4.24% | 72.56K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 25.62K | SH | $4.88M 3.70% | 25.62K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 23.49K | SH | $4.70M 3.56% | 23.49K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 87.60K | SH | $4.43M 3.36% | 87.60K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 45.28K | SH | $4.37M 3.31% | 45.28K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.24K | SH | $3.83M 2.90% | 13.24K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 28.05K | SH | $3.41M 2.58% | 28.05K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 39.56K | SH | $3.38M 2.56% | 39.56K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 38.18K | SH | $3.16M 2.40% | 38.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 13.53K | SH | $2.95M 2.23% | 13.53K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.36K | SH | $2.23M 1.69% | 9.36K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 26.32K | SH | $2.12M 1.61% | 26.32K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.85K | SH | $2.09M 1.58% | 5.85K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 1.80K | SH | $2.08M 1.58% | 1.80K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.92K | SH | $2.01M 1.52% | 2.92K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.05K | SH | $1.87M 1.41% | 5.05K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.98K | SH | $1.86M 1.41% | 4.98K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR INDL ETF | 7.84K | SH | $1.45M 1.10% | 7.84K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.76K | SH | $1.44M 1.09% | 4.76K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.78K | SH | $1.34M 1.01% | 3.78K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 8.70K | SH | $1.29M 0.98% | 8.70K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 2.62K | SH | $1.25M 0.95% | 2.62K | 0.00 | 0.00 |