NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
41.3%
Top 10 weight
75.5%
Voting Authority Distribution
Total shares with voting rights: 5.33M
Full voting authority
5.33M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD LONG TERM CORPORATE BONDSOLE | LG-TERM COR BD | 643.02K | SH | $48.05M 18.15% | 643.02K | 0.00 | 0.00 |
ING SPDR BLOOMBERG BARCLAYS LONG TERM ETSOLE | STATE STREET SPD | 1.46M | SH | $32.37M 12.23% | 1.46M | 0.00 | 0.00 |
ISHARES IBOXX INVESTMENT GRADESOLE | IBOXX INV CP ETF | 265.87K | SH | $28.98M 10.95% | 265.87K | 0.00 | 0.00 |
ISHARES 10 YEAR INVEST GRADE CORPSOLE | 10 YR INVST GRD | 399.94K | SH | $19.85M 7.50% | 399.94K | 0.00 | 0.00 |
ISHARES CORE INTL AGGREGATE BND ETSOLE | CORE INTL AGGR | 352.31K | SH | $17.63M 6.66% | 352.31K | 0.00 | 0.00 |
ISHARES MSCI ACWI ETFSOLE | MSCI ACWI ETF | 80.92K | SH | $11.20M 4.23% | 80.92K | 0.00 | 0.00 |
VANGUARD TOTAL WORLD STOCK INDEX FSOLE | TT WRLD ST ETF | 80.76K | SH | $11.17M 4.22% | 80.76K | 0.00 | 0.00 |
INVESCO SENIOR LOAN ETFSOLE | SR LN ETF | 524.56K | SH | $10.71M 4.05% | 524.56K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE TERM CORPORASOLE | INT-TERM CORP | 120.63K | SH | $9.98M 3.77% | 120.63K | 0.00 | 0.00 |
VANGUARD LONG TERM BOND INDEX FUNDSOLE | LONG TERM BOND | 143.83K | SH | $9.89M 3.74% | 143.83K | 0.00 | 0.00 |
NYLI CANDRIAM ESG INTNA EQUITY ETFSOLE | NYLI CANDRIAM IN | 173.11K | SH | $6.10M 2.31% | 173.11K | 0.00 | 0.00 |
ISHARES MSCI TOTAL INTL STOCK ETFSOLE | CORE MSCI TOTAL | 68.07K | SH | $5.90M 2.23% | 68.07K | 0.00 | 0.00 |
ISHARES CORE S&P TOTAL U.S. STOCKSOLE | CORE S&P TTL STK | 33.77K | SH | $4.81M 1.82% | 33.77K | 0.00 | 0.00 |
SCHWAB US BROAD MARKET ETFSOLE | US BRD MKT ETF | 191.05K | SH | $4.80M 1.81% | 191.05K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | MSCI EAFE ETF | 45.24K | SH | $4.39M 1.66% | 45.24K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BONDSOLE | TOTAL INT BD ETF | 91.11K | SH | $4.38M 1.65% | 91.11K | 0.00 | 0.00 |
VANGUARD 500 INDEX FUNDSOLE | S&P 500 ETF SHS | 6.22K | SH | $3.71M 1.40% | 6.22K | 0.00 | 0.00 |
SPDR PORTFOLIO AGGREGATE BOND ETFSOLE | STATE STREET SPD | 142.98K | SH | $3.66M 1.38% | 142.98K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET INDEX FSOLE | TOTAL BND MRKT | 49.72K | SH | $3.66M 1.38% | 49.72K | 0.00 | 0.00 |
SCHWAB US AGGREGATE BOND ETFSOLE | US AGGREGATE B | 157.62K | SH | $3.66M 1.38% | 157.62K | 0.00 | 0.00 |
ISHARES CORE US AGGREGATE BOND ETFSOLE | CORE US AGGBD ET | 36.86K | SH | $3.66M 1.38% | 36.86K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX-US INDESOLE | ALLWRLD EX US | 42.20K | SH | $3.17M 1.20% | 42.20K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | CORE S&P500 ETF | 4.55K | SH | $2.97M 1.12% | 4.55K | 0.00 | 0.00 |
VANGUARD RUSSELL 2000 VALUESOLE | VNG RUS2000VAL | 14.21K | SH | $2.38M 0.90% | 14.21K | 0.00 | 0.00 |
VANGUARD RUSSELL 2000 GROWTH INDEXSOLE | VNG RUS2000GRW | 9.48K | SH | $2.17M 0.82% | 9.48K | 0.00 | 0.00 |