ORCHARD PARK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
24.2%
Top 10 weight
54.6%
Voting Authority Distribution
Total shares with voting rights: 2.07M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.07M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 55.60K | SH | $19.12M 10.34% | 0.00 | 0.00 | 55.60K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 98.03K | SH | $12.96M 7.01% | 0.00 | 0.00 | 98.03K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 433.18K | SH | $12.75M 6.89% | 0.00 | 0.00 | 433.18K |
APPLE INCSOLE | COM | 31.53K | SH | $9.12M 4.93% | 0.00 | 0.00 | 31.53K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 109.29K | SH | $9.03M 4.89% | 0.00 | 0.00 | 109.29K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 123.98K | SH | $8.83M 4.78% | 0.00 | 0.00 | 123.98K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 95.68K | SH | $7.88M 4.26% | 0.00 | 0.00 | 95.68K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 88.55K | SH | $7.13M 3.86% | 0.00 | 0.00 | 88.55K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 23.33K | SH | $7.07M 3.82% | 0.00 | 0.00 | 23.33K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 96.24K | SH | $7.07M 3.82% | 0.00 | 0.00 | 96.24K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 44.97K | SH | $4.68M 2.53% | 0.00 | 0.00 | 44.97K |
ISHARES INCSOLE | MSCI EMRG CHN | 41.73K | SH | $4.27M 2.31% | 0.00 | 0.00 | 41.73K |
ISHARES TRSOLE | MSCI USA QLT FCT | 19.13K | SH | $4.20M 2.27% | 0.00 | 0.00 | 19.13K |
LOEWS CORPSOLE | COM | 34.70K | SH | $3.93M 2.12% | 0.00 | 0.00 | 34.70K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 48.71K | SH | $3.85M 2.08% | 0.00 | 0.00 | 48.71K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 15.90K | SH | $3.76M 2.04% | 0.00 | 0.00 | 15.90K |
MICROSOFT CORPSOLE | COM | 9.88K | SH | $3.68M 1.99% | 0.00 | 0.00 | 9.88K |
ISHARES GOLD TRSOLE | ISHARES NEW | 47.70K | SH | $3.60M 1.95% | 0.00 | 0.00 | 47.70K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 62.20K | SH | $3.12M 1.69% | 0.00 | 0.00 | 62.20K |
ISHARES TRSOLE | JPMORGAN USD EMG | 32.09K | SH | $3.09M 1.67% | 0.00 | 0.00 | 32.09K |
AMAZON COM INCSOLE | COM | 11.15K | SH | $2.66M 1.44% | 0.00 | 0.00 | 11.15K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 29.36K | SH | $2.27M 1.23% | 0.00 | 0.00 | 29.36K |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 27.97K | SH | $2.10M 1.14% | 0.00 | 0.00 | 27.97K |
ISHARES TRSOLE | PFD AND INCM SEC | 64.57K | SH | $1.97M 1.06% | 0.00 | 0.00 | 64.57K |
SPDR SERIES TRUSTSOLE | ST STR CONV ETF | 15.98K | SH | $1.72M 0.93% | 0.00 | 0.00 | 15.98K |