NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
44.6%
Top 10 weight
82.5%
Voting Authority Distribution
Total shares with voting rights: 8.01M
Full voting authority
8.01M
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 | 151.51K | SH | $98.97M 17.47% | 151.51K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 1.71M | SH | $85.40M 15.07% | 1.71M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 619.94K | SH | $68.48M 12.09% | 619.94K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 1.71M | SH | $55.21M 9.75% | 1.71M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.31M | SH | $48.22M 8.51% | 1.31M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 89.12K | SH | $28.59M 5.05% | 89.12K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 47.10K | SH | $22.57M 3.98% | 47.10K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 641.16K | SH | $21.59M 3.81% | 641.16K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 215.72K | SH | $21.54M 3.80% | 215.72K | 0.00 | 0.00 |
ISHARES TRSOLE | NEW YORK MUN ETF | 314.06K | SH | $16.68M 2.94% | 314.06K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 53.46K | SH | $13.57M 2.40% | 53.46K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 80.16K | SH | $11.42M 2.02% | 80.16K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 61.02K | SH | $11.10M 1.96% | 61.02K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 139.71K | SH | $10.43M 1.84% | 139.71K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 428.04K | SH | $10.12M 1.79% | 428.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 14.79K | SH | $4.25M 0.75% | 14.79K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.71K | SH | $3.60M 0.63% | 9.71K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 47.59K | SH | $3.56M 0.63% | 47.59K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 11.99K | SH | $3.44M 0.61% | 11.99K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 30.56K | SH | $2.69M 0.48% | 30.56K | 0.00 | 0.00 |
VANGUARD NY TAX FREE FDSSOLE | TAX EXEMPT BD | 16.95K | SH | $1.74M 0.31% | 16.95K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.55K | SH | $1.57M 0.28% | 7.55K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 31.58K | SH | $1.23M 0.22% | 31.58K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 3.87K | SH | $1.17M 0.21% | 3.87K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 6.08K | SH | $1.03M 0.18% | 6.08K | 0.00 | 0.00 |