NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
30.8%
Top 10 weight
62.1%
Voting Authority Distribution
Total shares with voting rights: 6.66M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.66M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 125.75K | SH | $75.14M 13.93% | 0.00 | 0.00 | 125.75K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 606.08K | SH | $46.78M 8.67% | 0.00 | 0.00 | 606.08K |
TCW ETF TRUSTSOLE | FLEXIBLE INCOME | 1.12M | SH | $44.15M 8.19% | 0.00 | 0.00 | 1.12M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 759.11K | SH | $32.19M 5.97% | 0.00 | 0.00 | 759.11K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 390.78K | SH | $29.60M 5.49% | 0.00 | 0.00 | 390.78K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 60.97K | SH | $26.63M 4.94% | 0.00 | 0.00 | 60.97K |
NEUBERGER BERMAN ETF TRUSTSOLE | SHORT DURATION I | 449.31K | SH | $22.78M 4.22% | 0.00 | 0.00 | 449.31K |
META PLATFORMS INCSOLE | CL A | 38.16K | SH | $21.83M 4.05% | 0.00 | 0.00 | 38.16K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 176.52K | SH | $20.18M 3.74% | 0.00 | 0.00 | 176.52K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 277.03K | SH | $15.67M 2.91% | 0.00 | 0.00 | 277.03K |
VANGUARD NY TAX FREE FDSSOLE | TAX EXEMPT BD | 149.63K | SH | $15.33M 2.84% | 0.00 | 0.00 | 149.63K |
ISHARES TRSOLE | CORE S&P SCP ETF | 122.98K | SH | $15.29M 2.83% | 0.00 | 0.00 | 122.98K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 81.31K | SH | $12.04M 2.23% | 0.00 | 0.00 | 81.31K |
ISHARES TRSOLE | USD GRN BOND ETF | 248.41K | SH | $11.79M 2.19% | 0.00 | 0.00 | 248.41K |
ISHARES TRSOLE | ESG MSCI KLD 400 | 91.58K | SH | $11.10M 2.06% | 0.00 | 0.00 | 91.58K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 404.44K | SH | $10.14M 1.88% | 0.00 | 0.00 | 404.44K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 25.32K | SH | $7.27M 1.35% | 0.00 | 0.00 | 25.32K |
FIRST TR EXCH TRADED FD IIISOLE | SHRT DUR MNG MUN | 357.35K | SH | $7.13M 1.32% | 0.00 | 0.00 | 357.35K |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGCP | 67.60K | SH | $6.15M 1.14% | 0.00 | 0.00 | 67.60K |
NVIDIA CORPORATIONSOLE | COM | 35K | SH | $6.10M 1.13% | 0.00 | 0.00 | 35K |
APPLE INCSOLE | COM | 22.43K | SH | $5.69M 1.06% | 0.00 | 0.00 | 22.43K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.60K | SH | $5.01M 0.93% | 0.00 | 0.00 | 15.60K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 104.99K | SH | $4.45M 0.82% | 0.00 | 0.00 | 104.99K |
VANGUARD WORLD FDSOLE | ESG US CORP BD | 70.68K | SH | $4.44M 0.82% | 0.00 | 0.00 | 70.68K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 117.96K | SH | $4.21M 0.78% | 0.00 | 0.00 | 117.96K |