NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
74.3%
Top 10 weight
98.6%
Voting Authority Distribution
Total shares with voting rights: 2.54M
Full voting authority
2.54M
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 |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P ETF TRUSTDFND | TR UNIT | 184.57K | SH | $137.83M 38.56% | 184.57K | 0.00 | 0.00 |
ISHARES CORE US AGGREGATE BOND ETFDFND | CORE US AG | 873.73K | SH | $86.48M 24.20% | 873.73K | 0.00 | 0.00 |
VANGUARD LONG-TERM BOND INDEX FUNDDFND | LONG TERM | 599.21K | SH | $41.30M 11.56% | 599.21K | 0.00 | 0.00 |
ISHARES RUSSELL ETFDFND | RUSSELL 20 | 121.34K | SH | $36.46M 10.20% | 121.34K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETS ETFDFND | MSCI EMG M | 202.48K | SH | $13.85M 3.88% | 202.48K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFDFND | MSCI EAFE | 116.35K | SH | $12.09M 3.38% | 116.35K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BONDDFND | SHRT TRM C | 91.42K | SH | $7.22M 2.02% | 91.42K | 0.00 | 0.00 |
VANGUARD SHORT-TERM TREASURY INDEXDFND | SHORT TERM | 123.60K | SH | $7.19M 2.01% | 123.60K | 0.00 | 0.00 |
INVESCO QQQ TRUST, SERIES TRUSTDFND | UNIT SER 1 | 6.90K | SH | $5.08M 1.42% | 6.90K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFDFND | US DIVIDEN | 160.20K | SH | $5.08M 1.42% | 160.20K | 0.00 | 0.00 |
ISHARES IBOXX $ HIGH YIELD CORPORADFND | IBOXX HI Y | 60.50K | SH | $4.84M 1.35% | 60.50K | 0.00 | 0.00 |