PITTSFORD, NY
Allocation by class
Portfolio Concentration
Top 3 weight
74.1%
Top 10 weight
90.1%
Voting Authority Distribution
Total shares with voting rights: 1.70M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.70M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 244.06K | SH | $82.67M 36.40% | 0.00 | 0.00 | 244.06K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 826.89K | SH | $69.25M 30.49% | 0.00 | 0.00 | 826.89K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.82K | SH | $16.36M 7.20% | 0.00 | 0.00 | 23.82K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.15K | SH | $9.10M 4.01% | 0.00 | 0.00 | 12.15K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 41.06K | SH | $6.34M 2.79% | 0.00 | 0.00 | 41.06K |
ISHARES TRSOLE | MSCI EAFE ETF | 56.81K | SH | $5.90M 2.60% | 0.00 | 0.00 | 56.81K |
APPLE INCSOLE | COM | 14.03K | SH | $4.06M 1.79% | 0.00 | 0.00 | 14.03K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 28.78K | SH | $3.96M 1.74% | 0.00 | 0.00 | 28.78K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 125.64K | SH | $3.70M 1.63% | 0.00 | 0.00 | 125.64K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 9.88K | SH | $3.40M 1.50% | 0.00 | 0.00 | 9.88K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 22.26K | SH | $1.90M 0.84% | 0.00 | 0.00 | 22.26K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 24.58K | SH | $1.75M 0.77% | 0.00 | 0.00 | 24.58K |
NVIDIA CORPORATIONSOLE | COM | 7.43K | SH | $1.49M 0.65% | 0.00 | 0.00 | 7.43K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.76K | SH | $1.39M 0.61% | 0.00 | 0.00 | 3.76K |
MICROSOFT CORPSOLE | COM | 3.15K | SH | $1.17M 0.52% | 0.00 | 0.00 | 3.15K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 9.47K | SH | $1.15M 0.51% | 0.00 | 0.00 | 9.47K |
AMAZON COM INCSOLE | COM | 4.19K | SH | $997.7K 0.44% | 0.00 | 0.00 | 4.19K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 35.34K | SH | $978.8K 0.43% | 0.00 | 0.00 | 35.34K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 4.23K | SH | $663.2K 0.29% | 0.00 | 0.00 | 4.23K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 8.94K | SH | $656.0K 0.29% | 0.00 | 0.00 | 8.94K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 7.40K | SH | $637.8K 0.28% | 0.00 | 0.00 | 7.40K |
ALPHABET INCSOLE | CAP STK CL A | 1.75K | SH | $627.3K 0.28% | 0.00 | 0.00 | 1.75K |
CHEVRON CORPORATIONSOLE | COM | 3.68K | SH | $610.5K 0.27% | 0.00 | 0.00 | 3.68K |
ALPHABET INCSOLE | CAP STK CL C | 1.51K | SH | $532.1K 0.23% | 0.00 | 0.00 | 1.51K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 5.97K | SH | $525.0K 0.23% | 0.00 | 0.00 | 5.97K |