PITTSFORD, NY
Allocation by class
Portfolio Concentration
Top 3 weight
74.5%
Top 10 weight
90.5%
Voting Authority Distribution
Total shares with voting rights: 1.78M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.78M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 251.48K | SH | $86.51M 37.03% | 0.00 | 0.00 | 251.48K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 852.36K | SH | $70.72M 30.27% | 0.00 | 0.00 | 852.36K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.89K | SH | $16.74M 7.17% | 0.00 | 0.00 | 23.89K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.11K | SH | $9.27M 3.97% | 0.00 | 0.00 | 12.11K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 43.05K | SH | $6.68M 2.86% | 0.00 | 0.00 | 43.05K |
ISHARES TRSOLE | MSCI EAFE ETF | 56.58K | SH | $5.88M 2.52% | 0.00 | 0.00 | 56.58K |
APPLE INCSOLE | COM | 13.99K | SH | $4.66M 1.99% | 0.00 | 0.00 | 13.99K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 29.77K | SH | $3.77M 1.61% | 0.00 | 0.00 | 29.77K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 123.59K | SH | $3.71M 1.59% | 0.00 | 0.00 | 123.59K |
VANGUARD INDEX FDSSOLE | MRNGSTR LRG CAP | 9.81K | SH | $3.45M 1.48% | 0.00 | 0.00 | 9.81K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 22.45K | SH | $1.91M 0.82% | 0.00 | 0.00 | 22.45K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 25.24K | SH | $1.78M 0.76% | 0.00 | 0.00 | 25.24K |
NVIDIA CORPORATIONSOLE | COM | 7.42K | SH | $1.70M 0.73% | 0.00 | 0.00 | 7.42K |
MICROSOFT CORPSOLE | COM | 3.04K | SH | $1.56M 0.67% | 0.00 | 0.00 | 3.04K |
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 29.23K | SH | $1.50M 0.64% | 0.00 | 0.00 | 29.23K |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 3.54K | SH | $1.32M 0.57% | 0.00 | 0.00 | 3.54K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 9.50K | SH | $1.07M 0.46% | 0.00 | 0.00 | 9.50K |
AMAZON COM INCSOLE | COM | 4.19K | SH | $1.04M 0.45% | 0.00 | 0.00 | 4.19K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 35.46K | SH | $974.1K 0.42% | 0.00 | 0.00 | 35.46K |
CHEVRON CORPORATIONSOLE | COM | 3.68K | SH | $752.1K 0.32% | 0.00 | 0.00 | 3.68K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 4.41K | SH | $695.3K 0.30% | 0.00 | 0.00 | 4.41K |
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 6.80K | SH | $612.6K 0.26% | 0.00 | 0.00 | 6.80K |
ALPHABET INCSOLE | CAP STK CL A | 1.73K | SH | $595.7K 0.25% | 0.00 | 0.00 | 1.73K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 5.85K | SH | $524.9K 0.22% | 0.00 | 0.00 | 5.85K |
ALPHABET INCSOLE | CAP STK CL C | 1.48K | SH | $505.3K 0.22% | 0.00 | 0.00 | 1.48K |