NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
24.4%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 11.51M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.51M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | ETF | 643.35K | SH | $90.13M 10.63% | 0.00 | 0.00 | 643.35K |
EA SERIES TRUSTSOLE | ETF | 1M | SH | $73.13M 8.62% | 0.00 | 0.00 | 1M |
VANGUARD TAX-MANAGED FDSSOLE | ETF | 615.44K | SH | $43.53M 5.13% | 0.00 | 0.00 | 615.44K |
VANGUARD BD INDEX FDSSOLE | ETF | 502.59K | SH | $25.30M 2.98% | 0.00 | 0.00 | 502.59K |
ISHARES TRSOLE | ETF | 519.66K | SH | $24.29M 2.86% | 0.00 | 0.00 | 519.66K |
VANGUARD INTL EQUITY INDEX FSOLE | ETF | 366.82K | SH | $21.72M 2.56% | 0.00 | 0.00 | 366.82K |
ISHARES TRSOLE | ETF | 163.22K | SH | $21.67M 2.55% | 0.00 | 0.00 | 163.22K |
APPLE INCSOLE | Stock | 72.19K | SH | $20.62M 2.43% | 0.00 | 0.00 | 72.19K |
ISHARES TRSOLE | ETF | 166.21K | SH | $17.69M 2.09% | 0.00 | 0.00 | 166.21K |
ISHARES TRSOLE | ETF | 137.35K | SH | $14.77M 1.74% | 0.00 | 0.00 | 137.35K |
VANGUARD INDEX FDSSOLE | ETF | 93.73K | SH | $13.76M 1.62% | 0.00 | 0.00 | 93.73K |
NVIDIA CORPORATIONSOLE | Stock | 67.78K | SH | $13.56M 1.60% | 0.00 | 0.00 | 67.78K |
VANGUARD INDEX FDSSOLE | ETF | 86.65K | SH | $12.92M 1.52% | 0.00 | 0.00 | 86.65K |
MICROSOFT CORPSOLE | Stock | 28.29K | SH | $10.49M 1.24% | 0.00 | 0.00 | 28.29K |
ALPHABET INCSOLE | Stock | 28.32K | SH | $9.98M 1.18% | 0.00 | 0.00 | 28.32K |
VANGUARD INDEX FDSSOLE | ETF | 175.61K | SH | $9.40M 1.11% | 0.00 | 0.00 | 175.61K |
J P MORGAN EXCHANGE TRADED FSOLE | ETF | 168.73K | SH | $8.51M 1.00% | 0.00 | 0.00 | 168.73K |
ALPHABET INCSOLE | Stock | 24.14K | SH | $8.48M 1.00% | 0.00 | 0.00 | 24.14K |
ISHARES TRSOLE | ETF | 109.13K | SH | $8.44M 0.99% | 0.00 | 0.00 | 109.13K |
AMAZON COM INCSOLE | Stock | 35.09K | SH | $8.38M 0.99% | 0.00 | 0.00 | 35.09K |
VANGUARD BD INDEX FDSSOLE | ETF | 212.97K | SH | $7.59M 0.89% | 0.00 | 0.00 | 212.97K |
INVESCO EXCHANGE TRADED FD TSOLE | ETF | 140.35K | SH | $7.57M 0.89% | 0.00 | 0.00 | 140.35K |
SCHWAB STRATEGIC TRSOLE | ETF | 258.55K | SH | $7.49M 0.88% | 0.00 | 0.00 | 258.55K |
NETFLIX INC.SOLE | Stock | 88.69K | SH | $7.45M 0.88% | 0.00 | 0.00 | 88.69K |
META PLATFORMS INCSOLE | Stock | 13.18K | SH | $7.08M 0.83% | 0.00 | 0.00 | 13.18K |