NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
71.3%
Top 10 weight
90.0%
Voting Authority Distribution
Total shares with voting rights: 1.54M
Full voting authority
1.54M
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 |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 89.07K | SH | $57.92M 29.60% | 89.07K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 146.83K | SH | $47.10M 24.07% | 146.83K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 469.25K | SH | $34.48M 17.62% | 469.25K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 196.56K | SH | $12.19M 6.23% | 196.56K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 197K | SH | $10.35M 5.29% | 197K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.57K | SH | $3.93M 2.01% | 6.57K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 40.54K | SH | $2.66M 1.36% | 40.54K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 20.41K | SH | $2.54M 1.30% | 20.41K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 70.20K | SH | $2.52M 1.29% | 70.20K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 31.77K | SH | $2.49M 1.27% | 31.77K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 26.37K | SH | $2.02M 1.03% | 26.37K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG INTL | 53.94K | SH | $1.88M 0.96% | 53.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 17.55K | SH | $1.54M 0.78% | 17.55K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.47K | SH | $1.43M 0.73% | 5.47K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 80/20 AGGRE | 15.50K | SH | $1.34M 0.68% | 15.50K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 4.65K | SH | $1.34M 0.68% | 4.65K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 26.21K | SH | $1.25M 0.64% | 26.21K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 15.84K | SH | $1.22M 0.62% | 15.84K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 8.51K | SH | $1.18M 0.60% | 8.51K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 15.73K | SH | $1.08M 0.55% | 15.73K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P MC 400GR ETF | 7.38K | SH | $732.9K 0.37% | 7.38K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 19.24K | SH | $678.4K 0.35% | 19.24K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 4.28K | SH | $634.5K 0.32% | 4.28K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 5.13K | SH | $608.7K 0.31% | 5.13K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 60/40 BALAN | 7.43K | SH | $468.9K 0.24% | 7.43K | 0.00 | 0.00 |