NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
23.7%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 9.49M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.49M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 234.03K | SH | $75.08M 10.44% | 0.00 | 0.00 | 234.03K |
FREEDOM 100 EMERGING MARKETS ETFSOLE | ETF | 1.04M | SH | $56.58M 7.87% | 0.00 | 0.00 | 1.04M |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 604.86K | SH | $38.76M 5.39% | 0.00 | 0.00 | 604.86K |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 318.15K | SH | $23.43M 3.26% | 0.00 | 0.00 | 318.15K |
ISHARES ESG AWARE MSCI EAFE ETFSOLE | ETF | 215.58K | SH | $20.61M 2.87% | 0.00 | 0.00 | 215.58K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 357.69K | SH | $19.33M 2.69% | 0.00 | 0.00 | 357.69K |
ISHARES ESG MSCI USA LEADERS ETFSOLE | ETF | 156K | SH | $17.72M 2.46% | 0.00 | 0.00 | 156K |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSOLE | ETF | 164.43K | SH | $17.51M 2.44% | 0.00 | 0.00 | 164.43K |
APPLE INC COMSOLE | COM | 66.10K | SH | $16.78M 2.33% | 0.00 | 0.00 | 66.10K |
ISHARES NATIONAL MUNI BOND ETFSOLE | ETF | 122.53K | SH | $13.01M 1.81% | 0.00 | 0.00 | 122.53K |
VANGUARD VALUE ETFSOLE | ETF | 61.04K | SH | $11.98M 1.67% | 0.00 | 0.00 | 61.04K |
NVIDIA CORPORATION COMSOLE | COM | 67.09K | SH | $11.70M 1.63% | 0.00 | 0.00 | 67.09K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 40.69K | SH | $10.66M 1.48% | 0.00 | 0.00 | 40.69K |
MICROSOFT CORP COMSOLE | COM | 26.43K | SH | $9.78M 1.36% | 0.00 | 0.00 | 26.43K |
NETFLIX INC. COMSOLE | COM | 86.39K | SH | $8.31M 1.16% | 0.00 | 0.00 | 86.39K |
ALPHABET INC CAP STK CL ASOLE | COM | 28.77K | SH | $8.27M 1.15% | 0.00 | 0.00 | 28.77K |
VANGUARD MID-CAP ETFSOLE | ETF | 27.81K | SH | $7.99M 1.11% | 0.00 | 0.00 | 27.81K |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFSOLE | ETF | 83.27K | SH | $7.82M 1.09% | 0.00 | 0.00 | 83.27K |
META PLATFORMS INC CL ASOLE | COM | 13.09K | SH | $7.49M 1.04% | 0.00 | 0.00 | 13.09K |
JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETFSOLE | ETF | 147.98K | SH | $7.36M 1.02% | 0.00 | 0.00 | 147.98K |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 88.81K | SH | $6.96M 0.97% | 0.00 | 0.00 | 88.81K |
ALPHABET INC CAP STK CL CSOLE | COM | 24.26K | SH | $6.96M 0.97% | 0.00 | 0.00 | 24.26K |
INVESCO RAFI US 1000 ETFSOLE | ETF | 139.50K | SH | $6.63M 0.92% | 0.00 | 0.00 | 139.50K |
SCHWAB U.S. BROAD MARKET ETFSOLE | ETF | 261.91K | SH | $6.57M 0.91% | 0.00 | 0.00 | 261.91K |
AMAZON COM INC COMSOLE | COM | 31.25K | SH | $6.51M 0.91% | 0.00 | 0.00 | 31.25K |