BUFFALO, NY
Allocation by class
Portfolio Concentration
Top 3 weight
42.5%
Top 10 weight
67.6%
Voting Authority Distribution
Total shares with voting rights: 2.37M
Full voting authority
2.37M
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 |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ACTVBETA US LRG ETFSOLE | UIT EXCHANGE TRADED | 228.74K | SH | $17.1K 18.25% | 230.89K | 0.00 | 0.00 |
GOLDMAN SACHS ACS US AGRGT BD ETFSOLE | UIT EXCHANGE TRADED | 362.66K | SH | $15.7K 16.69% | 352.21K | 0.00 | 0.00 |
GOLDMAN SACHS MARKTBTA US EQY ETFSOLE | UIT EXCHANGE TRADED | 137.25K | SH | $7.1K 7.52% | 137.79K | 0.00 | 0.00 |
GOLDMAN SACHS ACTVBT INTEREQY ETFSOLE | UIT EXCHANGE TRADED | 241.38K | SH | $6.7K 7.14% | 250.49K | 0.00 | 0.00 |
GLDMN SCH ACTVBETA US SML CAP EQ ETFSOLE | UIT EXCHANGE TRADED | 76.73K | SH | $4.0K 4.29% | 77.81K | 0.00 | 0.00 |
MORGAN STANLEY INST GLOBAL OPP ISOLE | EQUITY FUNDS | 131.12K | SH | $3.2K 3.45% | 131.12K | 0.00 | 0.00 |
GLDMN SCHS ACS INV GRD CRPRT ETFSOLE | UIT EXCHANGE TRADED | 61.86K | SH | $2.8K 3.03% | 64.21K | 0.00 | 0.00 |
GLDMN SCH ACS INFLA PRTCUSD BND ETFSOLE | UIT EXCHANGE TRADED | 52.52K | SH | $2.7K 2.88% | 52.53K | 0.00 | 0.00 |
MORGAN STANLEY INST GLOBAL INSGT ISOLE | EQUITY FUNDS | 264.60K | SH | $2.2K 2.32% | 264.60K | 0.00 | 0.00 |
GOLDMAN SACHS ACCES TREAS 0 1 YR ETFSOLE | UIT EXCHANGE TRADED | 19.05K | SH | $1.9K 2.02% | 18.11K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | UIT EXCHANGE TRADED | 5.03K | SH | $1.9K 2.02% | 5.03K | 0.00 | 0.00 |
ISHARES JPMORGAN USD MTSBOND ETFSOLE | UIT EXCHANGE TRADED | 19.89K | SH | $1.7K 1.81% | 20.72K | 0.00 | 0.00 |
SPDR PORTFOLIO LONG TERMTREASURY ETSOLE | UIT EXCHANGE TRADED | 51.03K | SH | $1.7K 1.80% | 51.04K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 9.48K | SH | $1.3K 1.38% | 9.48K | 0.00 | 0.00 |
ISHARES S&P 500 GROWTH ETFSOLE | UIT EXCHANGE TRADED | 21.36K | SH | $1.3K 1.37% | 21.36K | 0.00 | 0.00 |
GLDMN SACH ACTVBETA EMRGMKT EQY ETFSOLE | UIT EXCHANGE TRADED | 41.50K | SH | $1.2K 1.31% | 43.01K | 0.00 | 0.00 |
INVSC ULTRA SHORT DURATION ETFSOLE | UIT EXCHANGE TRADED | 24.60K | SH | $1.2K 1.30% | 24.60K | 0.00 | 0.00 |
TECHNOLOGY SELECT SECTORSPDR ETFSOLE | UIT EXCHANGE TRADED | 6.20K | SH | $788.00 0.84% | 6.20K | 0.00 | 0.00 |
INVSC QQQ TRUST SRS 1 ETFSOLE | UIT EXCHANGE TRADED | 2.76K | SH | $774.00 0.82% | 2.76K | 0.00 | 0.00 |
INVESCO NASDAQ 100 ETFSOLE | UIT EXCHANGE TRADED | 6.58K | SH | $758.00 0.81% | 6.58K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | UIT EXCHANGE TRADED | 4.66K | SH | $668.00 0.71% | 4.66K | 0.00 | 0.00 |
SPDR GOLD SHARES ETFSOLE | UIT EXCHANGE TRADED | 3.68K | SH | $619.00 0.66% | 3.68K | 0.00 | 0.00 |
ISHARES SHORT TREASURY BOND ETFSOLE | UIT EXCHANGE TRADED | 5.60K | SH | $617.00 0.66% | 5.60K | 0.00 | 0.00 |
ALPHABET INC. CLASS ASOLE | COMMON STOCK | 251.00 | SH | $547.00 0.58% | 251.00 | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COMMON STOCK | 6.06K | SH | $519.00 0.55% | 6.06K | 0.00 | 0.00 |