CHERRY HILL, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
77.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.64M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.64M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR INDEX SHS FDSSOLE | MSCI ACWI EXUS | 1.13M | SH | $29.6K 44.77% | 0.00 | 0.00 | 1.13M |
ISHARES TRSOLE | MSCI USA MIN VOL | 197.76K | SH | $14.7K 22.21% | 0.00 | 0.00 | 197.76K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 33.55K | SH | $6.8K 10.22% | 0.00 | 0.00 | 33.55K |
ISHARES TRSOLE | CORE MSCI TOTAL | 73.58K | SH | $4.6K 6.96% | 0.00 | 0.00 | 73.58K |
SPDR SER TRSOLE | NUVEEN BLMBRG MU | 76.27K | SH | $3.5K 5.32% | 0.00 | 0.00 | 76.27K |
SPDR SER TRSOLE | NUVEEN BLMBRG SH | 43.74K | SH | $2.1K 3.11% | 0.00 | 0.00 | 43.74K |
PIMCO ETF TRSOLE | SHTRM MUN BD ACT | 41.28K | SH | $2.0K 3.09% | 0.00 | 0.00 | 41.28K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 20.38K | SH | $1.3K 1.93% | 0.00 | 0.00 | 20.38K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 15.54K | SH | $1.2K 1.78% | 0.00 | 0.00 | 15.54K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS3000IDX | 2.01K | SH | $396.00 0.60% | 0.00 | 0.00 | 2.01K |