NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
49.8%
Top 10 weight
78.5%
Voting Authority Distribution
Total shares with voting rights: 1.75M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.75M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 92.85K | SH | $57.62M 31.30% | 0.00 | 0.00 | 92.85K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 323.29K | SH | $18.42M 10.00% | 0.00 | 0.00 | 323.29K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 190.80K | SH | $15.66M 8.51% | 0.00 | 0.00 | 190.80K |
ISHARES TRSOLE | SHORT TREAS BD | 134.27K | SH | $14.83M 8.05% | 0.00 | 0.00 | 134.27K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 37.17K | SH | $11.30M 6.14% | 0.00 | 0.00 | 37.17K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 106.86K | SH | $8.85M 4.81% | 0.00 | 0.00 | 106.86K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 255.29K | SH | $6.71M 3.65% | 0.00 | 0.00 | 255.29K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.64K | SH | $4.91M 2.66% | 0.00 | 0.00 | 8.64K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 16.06K | SH | $3.13M 1.70% | 0.00 | 0.00 | 16.06K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 62.62K | SH | $3.10M 1.68% | 0.00 | 0.00 | 62.62K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.13K | SH | $2.55M 1.38% | 0.00 | 0.00 | 4.13K |
ISHARES TRSOLE | IBOXX HI YD ETF | 30.89K | SH | $2.49M 1.35% | 0.00 | 0.00 | 30.89K |
MICROSOFT CORPSOLE | COM | 4.62K | SH | $2.30M 1.25% | 0.00 | 0.00 | 4.62K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 62.62K | SH | $2.24M 1.22% | 0.00 | 0.00 | 62.62K |
APPLE INCSOLE | COM | 9.92K | SH | $2.03M 1.11% | 0.00 | 0.00 | 9.92K |
ISHARES TRSOLE | MSCI EAFE ETF | 18.06K | SH | $1.60M 0.87% | 0.00 | 0.00 | 18.06K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 32.66K | SH | $1.58M 0.86% | 0.00 | 0.00 | 32.66K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 15.94K | SH | $1.42M 0.77% | 0.00 | 0.00 | 15.94K |
ISHARES TRSOLE | 20 YR TR BD ETF | 15.40K | SH | $1.36M 0.74% | 0.00 | 0.00 | 15.40K |
META PLATFORMS INCSOLE | CL A | 1.78K | SH | $1.32M 0.72% | 0.00 | 0.00 | 1.78K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 23.47K | SH | $1.27M 0.69% | 0.00 | 0.00 | 23.47K |
CAPITAL GROUP INTERNATIONALSOLE | SHS | 42.56K | SH | $1.24M 0.67% | 0.00 | 0.00 | 42.56K |
AMAZON COM INCSOLE | COM | 5.07K | SH | $1.11M 0.60% | 0.00 | 0.00 | 5.07K |
WISDOMTREE TRSOLE | ENHNCD CMMDTY ST | 49.47K | SH | $983.3K 0.53% | 0.00 | 0.00 | 49.47K |
ISHARES TRSOLE | ESG SELECT SCRE | 19.32K | SH | $921.2K 0.50% | 0.00 | 0.00 | 19.32K |