ALBANY, NY
Allocation by class
Portfolio Concentration
Top 3 weight
28.1%
Top 10 weight
65.6%
Voting Authority Distribution
Total shares with voting rights: 4.55M
Full voting authority
4.55M
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 INDEX FDSSOLE | S&P 500 ETF SHS | 69.04K | SH | $41.25M 13.66% | 69.04K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 319.62K | SH | $23.54M 7.79% | 319.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 101.96K | SH | $20.00M 6.62% | 101.96K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 496.41K | SH | $19.95M 6.61% | 496.41K | 0.00 | 0.00 |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 551.24K | SH | $18.97M 6.28% | 551.24K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 217.88K | SH | $16.80M 5.56% | 217.88K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 37.95K | SH | $16.33M 5.41% | 37.95K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 530.74K | SH | $13.94M 4.61% | 530.74K | 0.00 | 0.00 |
MFS ACTIVE EXCHANGE TRADED FSOLE | VALUE ETF | 515.92K | SH | $13.79M 4.57% | 515.92K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 320.48K | SH | $13.63M 4.51% | 320.48K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 565.83K | SH | $12.64M 4.19% | 565.83K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 235.79K | SH | $11.10M 3.68% | 235.79K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 36.78K | SH | $10.56M 3.50% | 36.78K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 32.37K | SH | $10.39M 3.44% | 32.37K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 105.70K | SH | $8.93M 2.96% | 105.70K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 123.29K | SH | $6.16M 2.04% | 123.29K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 14.72K | SH | $5.47M 1.81% | 14.72K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 104.68K | SH | $5.30M 1.75% | 104.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 16.54K | SH | $4.74M 1.57% | 16.54K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 26.40K | SH | $4.60M 1.52% | 26.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.04K | SH | $4.58M 1.52% | 18.04K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 15.37K | SH | $3.20M 1.06% | 15.37K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 19.39K | SH | $3.11M 1.03% | 19.39K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.38K | SH | $2.73M 0.90% | 7.38K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 9.90K | SH | $2.01M 0.67% | 9.90K | 0.00 | 0.00 |