SYRACUSE, NY
Allocation by class
Portfolio Concentration
Top 3 weight
40.5%
Top 10 weight
75.1%
Voting Authority Distribution
Total shares with voting rights: 25.04M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
25.04M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 9.69M | SH | $225.09M 20.23% | 0.00 | 0.00 | 9.69M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 3.81M | SH | $148.22M 13.32% | 0.00 | 0.00 | 3.81M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 2.19M | SH | $77.71M 6.98% | 0.00 | 0.00 | 2.19M |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 940.48K | SH | $74.55M 6.70% | 0.00 | 0.00 | 940.48K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 933.84K | SH | $73.83M 6.63% | 0.00 | 0.00 | 933.84K |
ISHARES TRSOLE | CORE MSCI EAFE | 700.83K | SH | $63.45M 5.70% | 0.00 | 0.00 | 700.83K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 828.11K | SH | $60.98M 5.48% | 0.00 | 0.00 | 828.11K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 641.71K | SH | $49.12M 4.41% | 0.00 | 0.00 | 641.71K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 941.29K | SH | $32.52M 2.92% | 0.00 | 0.00 | 941.29K |
ISHARES INCSOLE | CORE MSCI EMKT | 429.20K | SH | $29.94M 2.69% | 0.00 | 0.00 | 429.20K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 26.96K | SH | $17.53M 1.58% | 0.00 | 0.00 | 26.96K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 53.76K | SH | $17.25M 1.55% | 0.00 | 0.00 | 53.76K |
ISHARES TRSOLE | CRE U S REIT ETF | 286.47K | SH | $16.96M 1.52% | 0.00 | 0.00 | 286.47K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 305.82K | SH | $14.29M 1.28% | 0.00 | 0.00 | 305.82K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 186.98K | SH | $11.98M 1.08% | 0.00 | 0.00 | 186.98K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 114.92K | SH | $11.51M 1.03% | 0.00 | 0.00 | 114.92K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 412.56K | SH | $10.57M 0.95% | 0.00 | 0.00 | 412.56K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 94.38K | SH | $8.93M 0.80% | 0.00 | 0.00 | 94.38K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 343.64K | SH | $8.63M 0.78% | 0.00 | 0.00 | 343.64K |
APPLE INCSOLE | COM | 27.96K | SH | $7.10M 0.64% | 0.00 | 0.00 | 27.96K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 129.32K | SH | $6.99M 0.63% | 0.00 | 0.00 | 129.32K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.04K | SH | $6.60M 0.59% | 0.00 | 0.00 | 11.04K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 85.45K | SH | $6.59M 0.59% | 0.00 | 0.00 | 85.45K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 263.38K | SH | $6.52M 0.59% | 0.00 | 0.00 | 263.38K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 68.65K | SH | $5.85M 0.53% | 0.00 | 0.00 | 68.65K |