LAKE PLACID, NY
Allocation by class
Portfolio Concentration
Top 3 weight
26.9%
Top 10 weight
52.3%
Voting Authority Distribution
Total shares with voting rights: 7.99M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | USD INV GRDE ETF | 1.20M | SH | $61.87M 11.66% | 0.00 | 0.00 | 1.20M |
FIRST TR EXCHANGE-TRADED FDSOLE | CORE INVESTMENT | 2.23M | SH | $47.38M 8.93% | 0.00 | 0.00 | 2.23M |
ISHARES TRSOLE | CORE MSCI EAFE | 371.74K | SH | $33.26M 6.27% | 0.00 | 0.00 | 371.74K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 226.43K | SH | $32.60M 6.14% | 0.00 | 0.00 | 226.43K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 156.22K | SH | $22.42M 4.22% | 0.00 | 0.00 | 156.22K |
ISHARES TRSOLE | EAFE VALUE ETF | 258.02K | SH | $18.43M 3.47% | 0.00 | 0.00 | 258.02K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 112.81K | SH | $17.46M 3.29% | 0.00 | 0.00 | 112.81K |
ISHARES INCSOLE | CORE MSCI EMKT | 228.54K | SH | $15.36M 2.89% | 0.00 | 0.00 | 228.54K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 273.01K | SH | $14.95M 2.82% | 0.00 | 0.00 | 273.01K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 279.35K | SH | $13.96M 2.63% | 0.00 | 0.00 | 279.35K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 79.61K | SH | $12.35M 2.33% | 0.00 | 0.00 | 79.61K |
ISHARES TRSOLE | CORE S&P SCP ETF | 97.58K | SH | $11.73M 2.21% | 0.00 | 0.00 | 97.58K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 105.03K | SH | $10.42M 1.96% | 0.00 | 0.00 | 105.03K |
NVIDIA CORPORATIONSOLE | COM | 53.55K | SH | $9.99M 1.88% | 0.00 | 0.00 | 53.55K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 78.14K | SH | $9.20M 1.73% | 0.00 | 0.00 | 78.14K |
ISHARES TRSOLE | CORE S&P MCP ETF | 136.29K | SH | $9.00M 1.70% | 0.00 | 0.00 | 136.29K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 175.97K | SH | $7.87M 1.48% | 0.00 | 0.00 | 175.97K |
APPLE INCSOLE | COM | 28.22K | SH | $7.67M 1.45% | 0.00 | 0.00 | 28.22K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 229.95K | SH | $7.29M 1.37% | 0.00 | 0.00 | 229.95K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.27K | SH | $7.07M 1.33% | 0.00 | 0.00 | 11.27K |
MICROSOFT CORPSOLE | COM | 13.56K | SH | $6.56M 1.24% | 0.00 | 0.00 | 13.56K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 67.85K | SH | $6.20M 1.17% | 0.00 | 0.00 | 67.85K |
WISDOMTREE TRSOLE | US MIDCAP DIVID | 115.81K | SH | $5.98M 1.13% | 0.00 | 0.00 | 115.81K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 76.02K | SH | $5.91M 1.11% | 0.00 | 0.00 | 76.02K |
JPMORGAN CHASE & CO.SOLE | COM | 18.18K | SH | $5.86M 1.10% | 0.00 | 0.00 | 18.18K |