ALBANY, NY
Allocation by class
Portfolio Concentration
Top 3 weight
34.1%
Top 10 weight
53.0%
Voting Authority Distribution
Total shares with voting rights: 2.50M
Full voting authority
2.50M
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 TOTAL STK MKTSOLE | ETF | 97.48K | SH | $31.99M 16.88% | 97.48K | 0.00 | 0.00 |
VANGUARD SHORT TERM CORP BOND FD ETFSOLE | ETF | 247.56K | SH | $19.79M 10.44% | 247.56K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 213.65K | SH | $12.80M 6.76% | 213.65K | 0.00 | 0.00 |
RYDEX ETF TRUST S&P SMALLCAP 600 PURE VASOLE | ETF | 69.05K | SH | $8.15M 4.30% | 69.05K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 130.95K | SH | $6.48M 3.42% | 130.95K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 118.51K | SH | $6.42M 3.39% | 118.51K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 14.89K | SH | $3.79M 2.00% | 14.89K | 0.00 | 0.00 |
AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETFSOLE | ETF | 191.73K | SH | $3.78M 1.99% | 191.73K | 0.00 | 0.00 |
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDSOLE | ETF | 141.03K | SH | $3.65M 1.93% | 141.03K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 6.88K | SH | $3.57M 1.88% | 6.88K | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT INCOME ETFSOLE | ETF | 60.50K | SH | $3.07M 1.62% | 60.50K | 0.00 | 0.00 |
SCHWAB EMERGING MARKET EQ ETFSOLE | ETF | 83.24K | SH | $2.78M 1.47% | 83.24K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 102.08K | SH | $2.38M 1.25% | 102.07K | 0.00 | 0.00 |
GOOGLE INCSOLE | Stock | 8.57K | SH | $2.08M 1.10% | 8.57K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 11.13K | SH | $2.08M 1.10% | 11.13K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 6.39K | SH | $2.02M 1.06% | 6.39K | 0.00 | 0.00 |
POWERSHARES QQQ TRSOLE | ETF | 3.28K | SH | $1.97M 1.04% | 3.28K | 0.00 | 0.00 |
VANGUARD TOTAL WORLD STOCK ETFSOLE | ETF | 14.14K | SH | $1.95M 1.03% | 14.14K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 3.54K | SH | $1.78M 0.94% | 3.54K | 0.00 | 0.00 |
VANGUARD TOTAL INTL STOCK IDEX ETFSOLE | ETF | 23.57K | SH | $1.73M 0.91% | 23.56K | 0.00 | 0.00 |
VANGUARD FTSE ALL WORLD EX-US ETFSOLE | ETF | 11.57K | SH | $1.65M 0.87% | 11.57K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 4.79K | SH | $1.58M 0.83% | 4.79K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 2.15K | SH | $1.58M 0.83% | 2.15K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 6.59K | SH | $1.45M 0.76% | 6.59K | 0.00 | 0.00 |
PACER US CASH COWS 100 ETFSOLE | ETF | 23.59K | SH | $1.36M 0.72% | 23.59K | 0.00 | 0.00 |