ALBANY, NY
Allocation by class
Portfolio Concentration
Top 3 weight
15.6%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 18.96M
Full voting authority
18.96M
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 |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 215.94K | SH | $134.08M 7.54% | 215.94K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 188.27K | SH | $79.94M 4.50% | 188.27K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 398.91K | SH | $63.02M 3.55% | 398.91K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 101.76K | SH | $62.87M 3.54% | 101.76K | 0.00 | 0.00 |
TECHNOLOGY SELECT SECTOR SPDR FUNDSOLE | ETF | 243.54K | SH | $61.67M 3.47% | 243.54K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 235.43K | SH | $45.73M 2.57% | 235.43K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 89.96K | SH | $44.75M 2.52% | 89.96K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 198.08K | SH | $40.64M 2.29% | 198.08K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 654.44K | SH | $40.59M 2.28% | 654.44K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 106.44K | SH | $32.35M 1.82% | 106.44K | 0.00 | 0.00 |
FINANCIAL SELECT SECTOR SPDR FUNDSOLE | ETF | 542.99K | SH | $28.44M 1.60% | 542.99K | 0.00 | 0.00 |
HEALTH CARE SELECT SECTOR SPDR FUNDSOLE | ETF | 201.95K | SH | $27.22M 1.53% | 201.95K | 0.00 | 0.00 |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 245.53K | SH | $27.03M 1.52% | 245.53K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 238.04K | SH | $26.02M 1.46% | 238.04K | 0.00 | 0.00 |
BLOCK INC CL ASOLE | Stock | 381.75K | SH | $25.93M 1.46% | 381.75K | 0.00 | 0.00 |
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 487.74K | SH | $25.73M 1.45% | 487.74K | 0.00 | 0.00 |
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 479.82K | SH | $25.57M 1.44% | 479.82K | 0.00 | 0.00 |
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 626.79K | SH | $25.38M 1.43% | 626.79K | 0.00 | 0.00 |
ROUNDHILL MAGNIFICENT SEVEN ETFSOLE | ETF | 419.57K | SH | $23.27M 1.31% | 419.57K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 36.99K | SH | $21.01M 1.18% | 36.98K | 0.00 | 0.00 |
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDSOLE | ETF | 94.24K | SH | $20.48M 1.15% | 94.24K | 0.00 | 0.00 |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 97.03K | SH | $18.96M 1.07% | 97.03K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 79.80K | SH | $17.51M 0.99% | 79.80K | 0.00 | 0.00 |
COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDSOLE | ETF | 157.50K | SH | $17.09M 0.96% | 157.50K | 0.00 | 0.00 |
INDUSTRIAL SELECT SECTOR SPDR FUNDSOLE | ETF | 110.63K | SH | $16.32M 0.92% | 110.63K | 0.00 | 0.00 |