NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
56.4%
Top 10 weight
80.8%
Voting Authority Distribution
Total shares with voting rights: 2.68M
Full voting authority
2.68M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 127.02K | SH | $95.12M 32.78% | 127.02K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 607.01K | SH | $43.24M 14.90% | 607.01K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 263.95K | SH | $25.42M 8.76% | 263.95K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 658.57K | SH | $17.24M 5.94% | 658.57K | 0.00 | 0.00 |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 141.29K | SH | $15.59M 5.37% | 141.29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 27.38K | SH | $10.13M 3.49% | 27.38K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 117.17K | SH | $9.62M 3.32% | 117.17K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 122.15K | SH | $7.29M 2.51% | 122.15K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.64K | SH | $5.94M 2.05% | 8.64K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 63.51K | SH | $4.90M 1.69% | 63.51K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX HI YD ETF | 50.35K | SH | $4.03M 1.39% | 50.35K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 14.26K | SH | $3.46M 1.19% | 14.26K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 22.81K | SH | $3.38M 1.17% | 22.81K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.39K | SH | $3.28M 1.13% | 4.39K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 62.62K | SH | $2.78M 0.96% | 62.62K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.99K | SH | $2.60M 0.90% | 8.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.96K | SH | $2.46M 0.85% | 6.96K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 31.89K | SH | $2.18M 0.75% | 31.89K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 23.47K | SH | $1.64M 0.57% | 23.47K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.21K | SH | $1.57M 0.54% | 4.21K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 17.92K | SH | $1.55M 0.53% | 17.92K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG SELECT SCRE | 26.93K | SH | $1.53M 0.53% | 26.93K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.12K | SH | $1.42M 0.49% | 7.12K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 13.68K | SH | $1.42M 0.49% | 13.68K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.67K | SH | $1.35M 0.47% | 5.67K | 0.00 | 0.00 |