CHERRY HILL, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
19.9%
Top 10 weight
37.4%
Voting Authority Distribution
Total shares with voting rights: 3.94M
Full voting authority
3.94M
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 | 156.78K | SH | $45.36M 12.52% | 156.78K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 18.85K | SH | $14.12M 3.90% | 18.85K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 147.99K | SH | $12.79M 3.53% | 147.99K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 29.48K | SH | $11.00M 3.03% | 29.48K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 28.26K | SH | $10.46M 2.89% | 28.26K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 50.94K | SH | $10.19M 2.81% | 50.94K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 61.06K | SH | $9.54M 2.63% | 61.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 23.24K | SH | $8.31M 2.29% | 23.24K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 45.41K | SH | $7.18M 1.98% | 45.41K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | NASD TECH DIV | 56.23K | SH | $6.46M 1.78% | 56.23K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 38.77K | SH | $6.37M 1.76% | 38.77K | 0.00 | 0.00 |
ISHARES TRSOLE | INTL SEL DIV ETF | 149.44K | SH | $6.19M 1.71% | 149.44K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 16.02K | SH | $5.90M 1.63% | 16.02K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 48.54K | SH | $5.66M 1.56% | 48.54K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 15.55K | SH | $5.50M 1.52% | 15.55K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | ARTIFICIAL ETF | 82.56K | SH | $5.42M 1.49% | 82.56K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 148.67K | SH | $4.75M 1.31% | 148.67K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 19.72K | SH | $4.70M 1.30% | 19.72K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 10.68K | SH | $4.03M 1.11% | 10.68K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 39.98K | SH | $3.96M 1.09% | 39.98K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 27.89K | SH | $3.81M 1.05% | 27.89K | 0.00 | 0.00 |
APPLIED DIGITAL CORPSOLE | COM NEW | 97.47K | SH | $3.64M 1.00% | 97.47K | 0.00 | 0.00 |
SSGA ACTIVE ETF TRSOLE | ST STR BL LN ETF | 86.26K | SH | $3.48M 0.96% | 86.26K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 13.27K | SH | $3.37M 0.93% | 13.27K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.74K | SH | $3.29M 0.91% | 2.74K | 0.00 | 0.00 |