NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
11.7%
Top 10 weight
24.9%
Voting Authority Distribution
Total shares with voting rights: 426.26M
Full voting authority
426.26M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 50.44K | SH | $12.80M 5.57% | 50.44K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 48.38K | SH | $8.44M 3.67% | 48.38K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 101.34K | SH | $5.75M 2.50% | 101.34K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 76.13K | SH | $5.66M 2.46% | 76.13K | 0.00 | 0.00 |
FEDERATED HERMES ETF TRUSTSOLE | HERMES TOTAL RET | 208.91K | SH | $5.25M 2.28% | 208.91K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 14.31K | SH | $4.10M 1.78% | 14.31K | 0.00 | 0.00 |
ARGAN INCSOLE | COM | 7.47K | SH | $4.07M 1.77% | 7.47K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.16K | SH | $3.76M 1.64% | 10.16K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 8.64K | SH | $3.68M 1.60% | 8.64K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 GRW ETF | 11.69K | SH | $3.67M 1.59% | 11.69K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL EMER | 89.01K | SH | $3.41M 1.48% | 89.01K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 29.51K | SH | $3.34M 1.45% | 29.51K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL VLU FT | 82.69K | SH | $3.28M 1.43% | 82.69K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.79K | SH | $3.10M 1.35% | 10.79K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 14.29K | SH | $2.98M 1.29% | 14.29K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 12.81K | SH | $2.74M 1.19% | 12.81K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 8.27K | SH | $2.56M 1.11% | 8.27K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 50.45K | SH | $2.47M 1.07% | 50.45K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.11K | SH | $2.35M 1.02% | 4.11K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 76.28K | SH | $2.33M 1.01% | 76.28K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 36.65K | SH | $1.98M 0.86% | 36.65K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 8.87K | SH | $1.89M 0.82% | 8.87K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 2.17K | SH | $1.88M 0.82% | 2.17K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 5.18K | SH | $1.75M 0.76% | 5.18K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 23.39K | SH | $1.75M 0.76% | 23.39K | 0.00 | 0.00 |