NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
48.5%
Top 10 weight
67.6%
Voting Authority Distribution
Total shares with voting rights: 4.41M
Full voting authority
4.41M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | ETF | 302.45K | SH | $207.73M 38.53% | 302.45K | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | ETF | 358.18K | SH | $30.85M 5.72% | 358.18K | 0.00 | 0.00 |
STATE STREET SPDR NYSE TECHNOLOGY ETFSOLE | ETF | 59.12K | SH | $23.10M 4.28% | 59.12K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSOLE | ETF | 632.01K | SH | $21.15M 3.92% | 632.01K | 0.00 | 0.00 |
GOLDMAN SACHS MUNICIPAL INCOME ETFSOLE | ETF | 348.57K | SH | $17.93M 3.33% | 348.57K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 168.36K | SH | $16.26M 3.02% | 168.36K | 0.00 | 0.00 |
SPEAR ALPHA ETFSOLE | ETF | 248.65K | SH | $14.42M 2.67% | 248.65K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 36.20K | SH | $13.39M 2.48% | 36.20K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 132.16K | SH | $10.95M 2.03% | 132.16K | 0.00 | 0.00 |
GOLDMAN SACHS PHYSICAL GOLD ETFSOLE | ETF | 221.22K | SH | $8.75M 1.62% | 221.22K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 19.37K | SH | $6.92M 1.28% | 19.37K | 0.00 | 0.00 |
TESLA INC COMSOLE | Stock | 14.52K | SH | $6.11M 1.13% | 14.52K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 22.15K | SH | $5.28M 0.98% | 22.15K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFSOLE | ETF | 43.72K | SH | $5.20M 0.96% | 43.72K | 0.00 | 0.00 |
VANGUARD FTSE EUROPE ETFSOLE | ETF | 52.25K | SH | $4.63M 0.86% | 52.25K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 12.36K | SH | $4.61M 0.85% | 12.36K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 9.11K | SH | $4.56M 0.85% | 9.11K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 21.88K | SH | $4.38M 0.81% | 21.88K | 0.00 | 0.00 |
TERADYNE INC COMSOLE | Stock | 8.24K | SH | $3.98M 0.74% | 8.24K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 13.58K | SH | $3.93M 0.73% | 13.58K | 0.00 | 0.00 |
CALAMOS AUTOCALLABLE INCOME ETFSOLE | ETF | 129.01K | SH | $3.51M 0.65% | 129.01K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC COMSOLE | Stock | 3.31K | SH | $3.35M 0.62% | 3.31K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 9.66K | SH | $3.16M 0.59% | 9.66K | 0.00 | 0.00 |
WALMART INC COMSOLE | Stock | 27.06K | SH | $3.07M 0.57% | 27.06K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 8.85K | SH | $3.04M 0.56% | 8.85K | 0.00 | 0.00 |