WHITE PLAINS, NY
Allocation by class
Portfolio Concentration
Top 3 weight
20.7%
Top 10 weight
41.1%
Voting Authority Distribution
Total shares with voting rights: 972.18K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
972.18K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARESSOLE | ETF | 29.45K | SH | $9.45M 9.48% | 0.00 | 0.00 | 29.45K |
APPLE INCSOLE | COM | 29.14K | SH | $7.40M 7.42% | 0.00 | 0.00 | 29.14K |
JPMORGAN INCOME ETFSOLE | ETF | 83.38K | SH | $3.84M 3.85% | 0.00 | 0.00 | 83.38K |
JPMORGAN U.S. QUALITY FACTOR ETFSOLE | ETF | 54.39K | SH | $3.34M 3.35% | 0.00 | 0.00 | 54.39K |
INVESCO AEROSPACE & DEFENSE ETFSOLE | ETF | 19.98K | SH | $3.31M 3.32% | 0.00 | 0.00 | 19.98K |
NVIDIA CORPSOLE | COM | 18.43K | SH | $3.21M 3.22% | 0.00 | 0.00 | 18.43K |
MICROSOFT CORPSOLE | COM | 7.57K | SH | $2.80M 2.81% | 0.00 | 0.00 | 7.57K |
JPMORGAN ACTIVE BOND ETFSOLE | ETF | 50.25K | SH | $2.70M 2.71% | 0.00 | 0.00 | 50.25K |
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFSOLE | ETF | 48.74K | SH | $2.48M 2.48% | 0.00 | 0.00 | 48.74K |
AMAZON.COM INCSOLE | COM | 11.72K | SH | $2.44M 2.45% | 0.00 | 0.00 | 11.72K |
IBM CORPSOLE | COM | 9.46K | SH | $2.29M 2.30% | 0.00 | 0.00 | 9.46K |
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETFSOLE | ETF | 28.99K | SH | $2.20M 2.20% | 0.00 | 0.00 | 28.99K |
INVESCO LARGE CAP GROWTHETFSOLE | ETF | 16.92K | SH | $2.13M 2.14% | 0.00 | 0.00 | 16.92K |
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARESSOLE | ETF | 9.01K | SH | $1.94M 1.94% | 0.00 | 0.00 | 9.01K |
TESLA INCSOLE | COM | 5.18K | SH | $1.93M 1.93% | 0.00 | 0.00 | 5.18K |
ISHARES CORE MSCI EUROPEETFSOLE | ETF | 27.10K | SH | $1.90M 1.91% | 0.00 | 0.00 | 27.10K |
PUTNAM FOCUSED LARGE CAPVALUE ETFSOLE | ETF | 40.42K | SH | $1.88M 1.88% | 0.00 | 0.00 | 40.42K |
STATE STREET SPDR S&P 500 ETF TRUSTSOLE | ETF | 2.81K | SH | $1.83M 1.83% | 0.00 | 0.00 | 2.81K |
GLOBAL X DEFENSE TECH ETFSOLE | ETF | 24.66K | SH | $1.75M 1.75% | 0.00 | 0.00 | 24.66K |
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARESSOLE | ETF | 27.21K | SH | $1.74M 1.75% | 0.00 | 0.00 | 27.21K |
VANECK MERK GOLD TRUSTSOLE | ETF | 37.25K | SH | $1.68M 1.68% | 0.00 | 0.00 | 37.25K |
JPMORGAN CORE PLUS BOND ETFSOLE | ETF | 34.67K | SH | $1.63M 1.64% | 0.00 | 0.00 | 34.67K |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 4.15K | SH | $1.48M 1.48% | 0.00 | 0.00 | 4.15K |
HOWMET AEROSPACE INCSOLE | COM | 6.18K | SH | $1.42M 1.43% | 0.00 | 0.00 | 6.18K |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 3.25K | SH | $1.39M 1.39% | 0.00 | 0.00 | 3.25K |