GREENWICH, CT
Allocation by class
Portfolio Concentration
Top 3 weight
20.7%
Top 10 weight
40.0%
Voting Authority Distribution
Total shares with voting rights: 1.68M
Full voting authority
1.68M
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 BD INDEX FDSSOLE | SHORT TRM BOND | 163.01K | SH | $12.78M 12.02% | 163.01K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 103.64K | SH | $4.77M 4.49% | 103.64K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.52K | SH | $4.49M 4.23% | 7.52K | 0.00 | 0.00 |
STUBHUB HLDGS INCSOLE | CL A | 682.66K | SH | $4.26M 4.01% | 682.66K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 13.96K | SH | $4.22M 3.97% | 13.96K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.73K | SH | $2.49M 2.34% | 6.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.54K | SH | $2.42M 2.28% | 7.54K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 11.16K | SH | $2.40M 2.26% | 11.16K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 17.34K | SH | $2.40M 2.26% | 17.34K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 25.39K | SH | $2.30M 2.16% | 25.39K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | DORSEY WRGT TECH | 26.25K | SH | $2.27M 2.13% | 26.25K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.54K | SH | $2.17M 2.04% | 8.54K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 6.59K | SH | $1.94M 1.82% | 6.59K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 30.50K | SH | $1.54M 1.45% | 30.50K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.44M 1.35% | 2.00 | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 11.72K | SH | $1.35M 1.27% | 11.72K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 9.28K | SH | $1.32M 1.24% | 9.28K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 22.66K | SH | $1.22M 1.15% | 22.66K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.28K | SH | $1.22M 1.15% | 3.28K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 5.65K | SH | $1.21M 1.14% | 5.65K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 15.96K | SH | $1.20M 1.13% | 15.96K | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 6.28K | SH | $1.14M 1.08% | 6.28K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 1.60K | SH | $1.12M 1.05% | 1.60K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 7.71K | SH | $1.11M 1.05% | 7.71K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.85K | SH | $1.02M 0.96% | 5.85K | 0.00 | 0.00 |