CAZENOVIA, NY
Allocation by class
Portfolio Concentration
Top 3 weight
12.6%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 41.26K | SH | $7.20M 4.66% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 93.17K | SH | $6.54M 4.23% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 141.05K | SH | $5.67M 3.67% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 12.68K | SH | $5.41M 3.50% | 0.00 | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 208.06K | SH | $4.65M 3.01% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 107.58K | SH | $4.58M 2.96% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.64K | SH | $4.48M 2.90% | 0.00 | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 90.05K | SH | $4.11M 2.66% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST UQ EQT | 73.89K | SH | $3.67M 2.38% | 0.00 | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 61.72K | SH | $3.59M 2.32% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 35.62K | SH | $3.22M 2.09% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.98K | SH | $3.15M 2.04% | 0.00 | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 55.68K | SH | $2.89M 1.87% | 0.00 | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 77.65K | SH | $2.89M 1.87% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.42K | SH | $2.75M 1.78% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 13.03K | SH | $2.71M 1.76% | 0.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.86K | SH | $2.51M 1.62% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 25.68K | SH | $2.07M 1.34% | 0.00 | 0.00 | 0.00 |
TESLA INCSOLE | COM | 4.76K | SH | $1.77M 1.15% | 0.00 | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES LARGE CA | 41.52K | SH | $1.70M 1.10% | 0.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 5.01K | SH | $1.69M 1.10% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | WCM INTL EQUITY | 100.27K | SH | $1.68M 1.09% | 0.00 | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 8.66K | SH | $1.67M 1.08% | 0.00 | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 8.30K | SH | $1.59M 1.03% | 0.00 | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 1.80K | SH | $1.57M 1.02% | 0.00 | 0.00 | 0.00 |