SYRACUSE, NY
Allocation by class
Portfolio Concentration
Top 3 weight
49.4%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 1.58M
Full voting authority
1.58M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 62.67K | SH | $46.93M 25.17% | 62.67K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 389.30K | SH | $29.51M 15.82% | 389.30K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 570.04K | SH | $15.62M 8.38% | 570.04K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 52.57K | SH | $12.44M 6.67% | 52.57K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 71.53K | SH | $11.30M 6.06% | 71.53K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 35.84K | SH | $8.14M 4.36% | 35.84K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 45.08K | SH | $6.20M 3.32% | 45.08K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 38.53K | SH | $5.71M 3.06% | 38.53K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 45.72K | SH | $5.68M 3.04% | 45.72K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.58K | SH | $5.58M 2.99% | 7.58K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.42K | SH | $4.71M 2.53% | 9.42K | 0.00 | 0.00 |
ISHARES TRSOLE | US INDUSTRIALS | 24.73K | SH | $4.12M 2.21% | 24.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.90K | SH | $3.29M 1.77% | 8.90K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 100 ETF | 8.82K | SH | $3.23M 1.73% | 8.82K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 40K | SH | $3.08M 1.65% | 40K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 41.30K | SH | $2.94M 1.58% | 41.30K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 9.38K | SH | $2.71M 1.46% | 9.38K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 7.26K | SH | $1.46M 0.78% | 7.26K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 16.36K | SH | $1.44M 0.77% | 16.36K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 2.54K | SH | $1.30M 0.70% | 2.54K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 967.00 | SH | $1.14M 0.61% | 967.00 | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 3.13K | SH | $1.07M 0.58% | 3.13K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 60 BALA ETF | 13K | SH | $903.5K 0.48% | 13K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 1.63K | SH | $678.5K 0.36% | 1.63K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 9.66K | SH | $660.8K 0.35% | 9.66K | 0.00 | 0.00 |