DEWITT, NY
Allocation by class
Portfolio Concentration
Top 3 weight
18.6%
Top 10 weight
42.2%
Voting Authority Distribution
Total shares with voting rights: 4.98M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.98M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | Stock | 298.61K | SH | $86.41M 9.01% | 0.00 | 0.00 | 298.61K |
ALPHABET CLASS CSOLE | Stock | 134.09K | SH | $47.38M 4.94% | 0.00 | 0.00 | 134.09K |
MICROSOFT CORPSOLE | Stock | 118.65K | SH | $44.26M 4.61% | 0.00 | 0.00 | 118.65K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 101.40K | SH | $37.52M 3.91% | 0.00 | 0.00 | 101.39K |
VISA INCSOLE | Stock | 103.14K | SH | $35.39M 3.69% | 0.00 | 0.00 | 103.14K |
AMAZON INCSOLE | Stock | 139.34K | SH | $33.21M 3.46% | 0.00 | 0.00 | 139.34K |
NASDAQ 100 ETFSOLE | ETF | 44.86K | SH | $33.04M 3.44% | 0.00 | 0.00 | 44.86K |
VANGUARD INTERNATIONAL DIVIDEND ETFSOLE | ETF | 334.65K | SH | $32.86M 3.43% | 0.00 | 0.00 | 334.65K |
NVIDIA CORPORATION COMSOLE | Stock | 145.02K | SH | $29.02M 3.02% | 0.00 | 0.00 | 145.02K |
JPMORGAN CHASE & CO COMSOLE | Stock | 77.58K | SH | $25.39M 2.65% | 0.00 | 0.00 | 77.58K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 106.88K | SH | $25.29M 2.64% | 0.00 | 0.00 | 106.88K |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 304.71K | SH | $23.50M 2.45% | 0.00 | 0.00 | 304.71K |
BERKSHIRE HATHAWAY BSOLE | Stock | 40.95K | SH | $20.49M 2.14% | 0.00 | 0.00 | 40.95K |
RTX CORPORATION COMSOLE | Stock | 76.12K | SH | $14.44M 1.51% | 0.00 | 0.00 | 76.12K |
MORGAN STANLEY COM NEWSOLE | Stock | 65.10K | SH | $13.61M 1.42% | 0.00 | 0.00 | 65.10K |
JOHNSON & JOHNSON COMSOLE | Stock | 53.49K | SH | $13.59M 1.42% | 0.00 | 0.00 | 53.49K |
ISHARES CORE S&P SMALL-CAP ETFSOLE | ETF | 90.17K | SH | $13.37M 1.39% | 0.00 | 0.00 | 90.17K |
COSTCO WHOLESALESOLE | Stock | 14.23K | SH | $13.31M 1.39% | 0.00 | 0.00 | 14.23K |
PALO ALTO NETWORKS INC COMSOLE | Stock | 37.21K | SH | $12.69M 1.32% | 0.00 | 0.00 | 37.21K |
MCDONALDS CORP COMSOLE | Stock | 45.87K | SH | $12.40M 1.29% | 0.00 | 0.00 | 45.87K |
VANGUARD HIGH DIVIDEND ETFSOLE | ETF | 77.68K | SH | $12.28M 1.28% | 0.00 | 0.00 | 77.68K |
NETFLIX INC. COMSOLE | Stock | 162.57K | SH | $11.61M 1.21% | 0.00 | 0.00 | 162.57K |
CHEVRON CORPSOLE | Stock | 66.03K | SH | $10.95M 1.14% | 0.00 | 0.00 | 66.03K |
META PLATFORMS INC CL ASOLE | Stock | 18.93K | SH | $10.66M 1.11% | 0.00 | 0.00 | 18.93K |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 122.04K | SH | $10.43M 1.09% | 0.00 | 0.00 | 122.04K |