NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
12.8%
Top 10 weight
28.5%
Voting Authority Distribution
Total shares with voting rights: 171.71M
Full voting authority
171.71M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.64M | SH | $728.38M 5.09% | 3.64M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.32M | SH | $671.22M 4.69% | 2.32M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.16M | SH | $433.79M 3.03% | 1.16M | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | NYLI US LC R&D L | 8.60M | SH | $379.27M 2.65% | 8.60M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.49M | SH | $355.73M 2.48% | 1.49M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 964.74K | SH | $344.77M 2.41% | 964.74K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | CANDRIAM US MID | 8.33M | SH | $331.49M 2.32% | 8.33M | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | CANDRIAM US LRG | 4.72M | SH | $295.73M 2.07% | 4.72M | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | MACK CORE BD ETF | 13.26M | SH | $277.21M 1.94% | 13.26M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 699.05K | SH | $264.07M 1.84% | 699.05K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 701.83K | SH | $247.98M 1.73% | 701.83K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | CANDRIAM INTL EQ | 5.70M | SH | $218.09M 1.52% | 5.70M | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 3.96M | SH | $201.92M 1.41% | 3.96M | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 730.56K | SH | $199.90M 1.40% | 730.56K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 168.42K | SH | $194.41M 1.36% | 168.42K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 330.93K | SH | $186.41M 1.30% | 330.93K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 423.94K | SH | $178.31M 1.25% | 423.94K | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | MACKAY SECURITI | 7M | SH | $177.60M 1.24% | 7M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 129.71K | SH | $155.58M 1.09% | 129.71K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 242.46K | SH | $140.85M 0.98% | 242.46K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 254.50K | SH | $127.35M 0.89% | 254.50K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 373.31K | SH | $122.19M 0.85% | 373.31K | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | MACKAY HIGH INCM | 4.60M | SH | $118.86M 0.83% | 4.60M | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | FTSE INTL EQTY C | 3M | SH | $114.39M 0.80% | 3M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.08M | SH | $104.15M 0.73% | 1.08M | 0.00 | 0.00 |