BROOKLYN, NY
Allocation by class
Portfolio Concentration
Top 3 weight
58.7%
Top 10 weight
94.0%
Voting Authority Distribution
Total shares with voting rights: 1.57M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.57M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 ETF | 119.02K | SH | $48.74M 26.76% | 0.00 | 0.00 | 119.02K |
ISHARES TRSOLE | MSCI EAFE ETF | 325.59K | SH | $33.82M 18.57% | 0.00 | 0.00 | 325.59K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 80.83K | SH | $24.29M 13.33% | 0.00 | 0.00 | 80.83K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 291.01K | SH | $22.32M 12.26% | 0.00 | 0.00 | 291.01K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 241.80K | SH | $18.84M 10.34% | 0.00 | 0.00 | 241.80K |
ISHARES TRSOLE | SELECT US REIT | 181.73K | SH | $12.29M 6.75% | 0.00 | 0.00 | 181.73K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 71.10K | SH | $3.60M 1.97% | 0.00 | 0.00 | 71.10K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 32.01K | SH | $3.41M 1.87% | 0.00 | 0.00 | 32.01K |
ISHARES TRSOLE | ESG AWR US AGRGT | 49.05K | SH | $2.33M 1.28% | 0.00 | 0.00 | 49.05K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 35.88K | SH | $1.59M 0.87% | 0.00 | 0.00 | 35.88K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 15.73K | SH | $1.32M 0.72% | 0.00 | 0.00 | 15.73K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 11.26K | SH | $1.16M 0.64% | 0.00 | 0.00 | 11.26K |
ISHARES TRSOLE | ESG AWARE MSCI | 16.41K | SH | $918.1K 0.50% | 0.00 | 0.00 | 16.41K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 24.54K | SH | $903.9K 0.50% | 0.00 | 0.00 | 24.54K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 4.95K | SH | $776.7K 0.43% | 0.00 | 0.00 | 4.95K |
ISHARES TRSOLE | ESG AWR MSCI USA | 4.68K | SH | $765.6K 0.42% | 0.00 | 0.00 | 4.68K |
LOEWS CORPSOLE | COM | 4.67K | SH | $528.4K 0.29% | 0.00 | 0.00 | 4.67K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.36K | SH | $505.1K 0.28% | 0.00 | 0.00 | 1.36K |
MARATHON PETE CORPSOLE | COM | 1.84K | SH | $469.7K 0.26% | 0.00 | 0.00 | 1.84K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 8.60K | SH | $432.0K 0.24% | 0.00 | 0.00 | 8.60K |
ALPHABET INCSOLE | CAP STK CL C | 1.18K | SH | $418.3K 0.23% | 0.00 | 0.00 | 1.18K |
WELLS FARGO & COSOLE | COM | 4.94K | SH | $408.4K 0.22% | 0.00 | 0.00 | 4.94K |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 3.76K | SH | $341.7K 0.19% | 0.00 | 0.00 | 3.76K |
CHEVRON CORPORATIONSOLE | COM | 1.95K | SH | $323.1K 0.18% | 0.00 | 0.00 | 1.95K |
ISHARES TRSOLE | ESG ADVAN ETF | 7.43K | SH | $322.9K 0.18% | 0.00 | 0.00 | 7.43K |