NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
16.3%
Top 10 weight
30.3%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 | 1.86M | SH | $1.43M 8.73% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | Core Univrsl Usd | 15.70M | SH | $692.1K 4.23% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&p 500 Grwt Etf | 3.87M | SH | $550.9K 3.37% | 0.00 | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | Ishares Us Equit | 7.54M | SH | $522.0K 3.19% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&p 500 Val Etf | 1.82M | SH | $414.6K 2.53% | 0.00 | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | Isha In Ctry Etf | 8.51M | SH | $309.4K 1.89% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | Eafe Value Etf | 3.42M | SH | $270.3K 1.65% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | Msci Acwi Ex Us | 3.55M | SH | $268.4K 1.64% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | Com | 1.13M | SH | $257.2K 1.57% | 0.00 | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | Isha La Core Etf | 5.09M | SH | $249.1K 1.52% | 0.00 | 0.00 | 0.00 |
ISHARES INCSOLE | Core Msci Emkt | 2.75M | SH | $223.5K 1.37% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | Eafe Grwth Etf | 1.87M | SH | $223.5K 1.37% | 0.00 | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | Isha I In Te Etf | 4.63M | SH | $218.6K 1.34% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | Com | 626.81K | SH | $208.7K 1.28% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | Us Cor Equ 2 Etf | 4.41M | SH | $196.0K 1.20% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Com | 306.01K | SH | $157.0K 0.96% | 0.00 | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | Isha Us Them Etf | 3.50M | SH | $154.0K 0.94% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | National Mun Etf | 1.52M | SH | $153.4K 0.94% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | Us Treas Bd Etf | 6.70M | SH | $146.6K 0.90% | 0.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | Tr Unit | 187.79K | SH | $143.2K 0.88% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | Us Lcap Gr Etf | 3.78M | SH | $135.7K 0.83% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 10-20 Yr Trs Etf | 1.40M | SH | $128.6K 0.79% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | Us Eqt Etf | 1M | SH | $128.6K 0.79% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | Mrngstr Sml Cp V | 551.84K | SH | $127.5K 0.78% | 0.00 | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | Ishares Defense | 3.98M | SH | $124.4K 0.76% | 0.00 | 0.00 | 0.00 |