ALBANY, NY
Allocation by class
Portfolio Concentration
Top 3 weight
24.3%
Top 10 weight
43.1%
Voting Authority Distribution
Total shares with voting rights: 4.38M
Full voting authority
4.38M
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 | 7.57K | SH | $47.44M 11.03% | 7.57K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 44.30K | SH | $28.89M 6.72% | 44.30K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 49.19K | SH | $28.39M 6.60% | 49.19K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 301.17K | SH | $20.35M 4.73% | 301.17K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 159.75K | SH | $19.86M 4.62% | 159.75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 57.19K | SH | $14.53M 3.38% | 57.19K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 74.44K | SH | $8.42M 1.96% | 74.44K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 70.67K | SH | $6.40M 1.49% | 70.67K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 17.79K | SH | $5.71M 1.33% | 17.79K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 29.95K | SH | $5.24M 1.22% | 29.95K | 0.00 | 0.00 |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 11.20K | SH | $5.19M 1.21% | 11.20K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | BLUE CHIP GRWTH | 96.48K | SH | $4.84M 1.12% | 96.48K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 101.33K | SH | $4.62M 1.07% | 101.33K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 20.49K | SH | $4.35M 1.01% | 20.49K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 43.15K | SH | $4.29M 1.00% | 43.15K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 26.82K | SH | $4.06M 0.94% | 26.82K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 153.29K | SH | $4.02M 0.93% | 153.29K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 35.35K | SH | $3.85M 0.90% | 35.35K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 61.05K | SH | $3.79M 0.88% | 61.05K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 13.06K | SH | $3.77M 0.88% | 13.06K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 104.64K | SH | $3.74M 0.87% | 104.64K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 88.07K | SH | $3.54M 0.82% | 88.07K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 8.86K | SH | $3.30M 0.77% | 8.86K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 26.86K | SH | $3.19M 0.74% | 26.86K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 46.71K | SH | $3.18M 0.74% | 46.71K | 0.00 | 0.00 |