CHERRY HILL, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
13.9%
Top 10 weight
32.9%
Voting Authority Distribution
Total shares with voting rights: 3.98M
Full voting authority
3.98M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 60.32K | SH | $15.31M 5.29% | 60.32K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 146.17K | SH | $12.67M 4.37% | 146.17K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 18.84K | SH | $12.31M 4.25% | 18.84K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 60.13K | SH | $9.10M 3.14% | 60.13K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 27.83K | SH | $8.93M 3.08% | 27.83K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 49.58K | SH | $8.65M 2.99% | 49.58K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 21.44K | SH | $7.94M 2.74% | 21.44K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 47.14K | SH | $6.90M 2.38% | 47.14K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 15.87K | SH | $6.83M 2.36% | 15.87K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 45.32K | SH | $6.71M 2.32% | 45.32K | 0.00 | 0.00 |
ISHARES TRSOLE | INTL SEL DIV ETF | 147.26K | SH | $6.27M 2.16% | 147.26K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 38.63K | SH | $5.50M 1.90% | 38.63K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | NASD TECH DIV | 56.67K | SH | $5.31M 1.83% | 56.67K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 150.91K | SH | $5.06M 1.75% | 150.91K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 15.69K | SH | $4.51M 1.56% | 15.69K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 24.80K | SH | $4.21M 1.45% | 24.80K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | ARTIFICIAL ETF | 83.06K | SH | $3.88M 1.34% | 83.06K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 37.66K | SH | $3.74M 1.29% | 37.66K | 0.00 | 0.00 |
SSGA ACTIVE ETF TRSOLE | STATE STREET BLA | 84K | SH | $3.37M 1.16% | 84K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 10.85K | SH | $3.36M 1.16% | 10.85K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 23.37K | SH | $3.17M 1.10% | 23.37K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 38.31K | SH | $2.96M 1.02% | 38.31K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 100.93K | SH | $2.93M 1.01% | 100.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 9.66K | SH | $2.77M 0.96% | 9.66K | 0.00 | 0.00 |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 76.35K | SH | $2.71M 0.93% | 76.35K | 0.00 | 0.00 |