NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
75.2%
Top 10 weight
98.6%
Voting Authority Distribution
Total shares with voting rights: 2.51M
Full voting authority
2.51M
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 | 186.57K | SH | $121.34M 36.96% | 186.57K | 0.00 | 0.00 |
ISHARES CORE US AGGREGATE BOND ETFDFND | CORE US AG | 847.73K | SH | $84.15M 25.64% | 847.73K | 0.00 | 0.00 |
VANGUARD LONG-TERM BOND INDEX FUNDDFND | LONG TERM | 599.21K | SH | $41.21M 12.56% | 599.21K | 0.00 | 0.00 |
ISHARES RUSSELL ETFDFND | RUSSELL 20 | 121.34K | SH | $30.09M 9.17% | 121.34K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETS ETFDFND | MSCI EMG M | 202.48K | SH | $11.50M 3.50% | 202.48K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFDFND | MSCI EAFE | 116.35K | SH | $11.30M 3.44% | 116.35K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BONDDFND | SHRT TRM C | 91.42K | SH | $7.25M 2.21% | 91.42K | 0.00 | 0.00 |
VANGUARD SHORT-TERM TREASURY INDEXDFND | SHORT TERM | 123.60K | SH | $7.24M 2.20% | 123.60K | 0.00 | 0.00 |
ISHARES IBOXX $ HIGH YIELD CORPORADFND | IBOXX HI Y | 60.50K | SH | $4.81M 1.47% | 60.50K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFDFND | US DIVIDEN | 152.90K | SH | $4.69M 1.43% | 152.90K | 0.00 | 0.00 |
INVESCO QQQ TRUST, SERIES TRUSTDFND | UNIT SER 1 | 8.10K | SH | $4.68M 1.42% | 8.10K | 0.00 | 0.00 |