NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
44.9%
Top 10 weight
67.5%
Voting Authority Distribution
Total shares with voting rights: 52.79M
Full voting authority
52.79M
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 TAX MANAGED INTL FDSOLE | VAN FTSE DEV MKT | 137.93M | SH | $8.84M 16.74% | 8.84M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 24.53M | SH | $7.87M 14.90% | 7.87M | 0.00 | 0.00 |
SPDR State Street Global AdvisorsSOLE | STATE STREET SPD | 91.63M | SH | $7.01M 13.28% | 7.01M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 53.37M | SH | $2.88M 5.46% | 2.88M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 23.91M | SH | $2.37M 4.50% | 2.37M | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 19.58M | SH | $2.08M 3.94% | 2.08M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 10.62M | SH | $1.51M 2.86% | 1.51M | 0.00 | 0.00 |
SPDR State Street Global AdvisorsSOLE | STATE STREET SPD | 20.20M | SH | $1.20M 2.27% | 1.20M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 4.86M | SH | $954.4K 1.81% | 954.43K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 19.40M | SH | $932.2K 1.77% | 932.20K | 0.00 | 0.00 |
SPDR State Street Global AdvisorsSOLE | STATE STREET SPD | 19.02M | SH | $919.0K 1.74% | 919K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 9.26M | SH | $838.5K 1.59% | 838.53K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 28.60M | SH | $733.3K 1.39% | 733.29K | 0.00 | 0.00 |
Goldman SachsSOLE | ACTIVEBETA US LG | 5.77M | SH | $721.9K 1.37% | 721.88K | 0.00 | 0.00 |
JP MorganSOLE | ULTRA SHRT ETF | 13.65M | SH | $690.9K 1.31% | 690.93K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 3.74M | SH | $689.6K 1.31% | 689.55K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 2.92M | SH | $633.7K 1.20% | 633.75K | 0.00 | 0.00 |
Goldman SachsSOLE | ACCES TREASURY | 6.10M | SH | $611.1K 1.16% | 611.08K | 0.00 | 0.00 |
iSharesSOLE | ESG AWR MSCI USA | 4.04M | SH | $571.6K 1.08% | 571.61K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 21.21M | SH | $524.9K 0.99% | 524.93K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 11.56M | SH | $524.3K 0.99% | 524.29K | 0.00 | 0.00 |
ISHARES TRSOLE | JPMORGAN USD EMG | 5.41M | SH | $507.9K 0.96% | 507.95K | 0.00 | 0.00 |
iSharesSOLE | 0-5 YR TIPS ETF | 4.49M | SH | $464.1K 0.88% | 464.15K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 15.72M | SH | $394.5K 0.75% | 394.52K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 5.65M | SH | $394.3K 0.75% | 394.33K | 0.00 | 0.00 |