NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
56.8%
Top 10 weight
71.2%
Voting Authority Distribution
Total shares with voting rights: 14.57M
Full voting authority
14.57M
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 |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.07M | SH | $694.14M 38.74% | 1.07M | 0.00 | 0.00 |
AB ACTIVE ETFS INCSOLE | INTL LOW VOLATLT | 4.73M | SH | $201.70M 11.26% | 4.73M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 186K | SH | $121.50M 6.78% | 186K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 754.29K | SH | $74.21M 4.14% | 754.29K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 200.53K | SH | $50.89M 2.84% | 200.53K | 0.00 | 0.00 |
EXCHANGE LISTED FDS TRSOLE | LONG POND REAL E | 1.25M | SH | $32.52M 1.81% | 1.25M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 50.60K | SH | $30.24M 1.69% | 50.60K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 83.69K | SH | $24.07M 1.34% | 83.69K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 124.29K | SH | $23.85M 1.33% | 124.29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 69.97K | SH | $22.45M 1.25% | 69.97K | 0.00 | 0.00 |
VANGUARD WORLD FDSSOLE | INF TECH ETF | 31.98K | SH | $22.31M 1.25% | 31.98K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 58.81K | SH | $21.77M 1.21% | 58.81K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 127.52K | SH | $21.08M 1.18% | 127.52K | 0.00 | 0.00 |
KKR & CO INC.SOLE | CL A | 210.84K | SH | $19.50M 1.09% | 210.84K | 0.00 | 0.00 |
SPDR GOLD TRUSTSOLE | GOLD SHS | 44.53K | SH | $19.16M 1.07% | 44.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 56.52K | SH | $16.21M 0.90% | 56.52K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 105.01K | SH | $14.96M 0.83% | 105.01K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 73.53K | SH | $12.48M 0.70% | 73.53K | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | FRANKLIN INDIA | 354.26K | SH | $11.77M 0.66% | 354.26K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 53.62K | SH | $11.66M 0.65% | 53.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 22.25K | SH | $9.72M 0.54% | 22.25K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 45.38K | SH | $9.45M 0.53% | 45.38K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.74K | SH | $8.98M 0.50% | 18.74K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 63.34K | SH | $8.77M 0.49% | 63.34K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 28.33K | SH | $8.33M 0.47% | 28.33K | 0.00 | 0.00 |