NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
66.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 6.57M
Full voting authority
6.57M
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 TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.17M | SH | $75.07M 38.15% | 1.17M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 415.61K | SH | $28.99M 14.73% | 415.61K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 284.50K | SH | $26.42M 13.43% | 284.50K | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 1.66M | SH | $23.81M 12.10% | 1.66M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 10K | SH | $11.59M 5.89% | 10K | 0.00 | 0.00 |
STEPSTONE GROUP INCSOLE | COM CL A | 233.73K | SH | $11.15M 5.67% | 233.73K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI WORLD ETF | 60.65K | SH | $10.92M 5.55% | 60.65K | 0.00 | 0.00 |
VERTICAL AEROSPACE LTDSOLE | SHS NEW | 2.18M | SH | $4.82M 2.45% | 2.18M | 0.00 | 0.00 |
RIDGEPOST CAP INCSOLE | CL A COM | 550K | SH | $3.99M 2.03% | 550K | 0.00 | 0.00 |