NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
17.4%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 9.55M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.55M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 140.67K | SH | $48.20M 6.56% | 0.00 | 0.00 | 140.67K |
ISHARES TRSOLE | NATIONAL MUN ETF | 409.19K | SH | $43.82M 5.96% | 0.00 | 0.00 | 409.19K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 56.43K | SH | $36.02M 4.90% | 0.00 | 0.00 | 56.43K |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 194.10K | SH | $19.67M 2.68% | 0.00 | 0.00 | 194.10K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 370.99K | SH | $18.19M 2.48% | 0.00 | 0.00 | 370.99K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 372.62K | SH | $17.97M 2.45% | 0.00 | 0.00 | 372.62K |
VANGUARD MUN BD FDSSOLE | INTERMEDIATE TRM | 163.60K | SH | $16.47M 2.24% | 0.00 | 0.00 | 163.60K |
ISHARES TRSOLE | ESG ADVANCED UNI | 370.50K | SH | $16.21M 2.21% | 0.00 | 0.00 | 370.50K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 256.94K | SH | $13.41M 1.83% | 0.00 | 0.00 | 256.94K |
NVIDIA CORPORATIONSOLE | COM | 66.62K | SH | $13.09M 1.78% | 0.00 | 0.00 | 66.62K |
APPLE INCSOLE | COM | 49.59K | SH | $12.84M 1.75% | 0.00 | 0.00 | 49.59K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 155.39K | SH | $12.54M 1.71% | 0.00 | 0.00 | 155.39K |
ISHARES GOLD TRSOLE | ISHARES NEW | 135.86K | SH | $12.39M 1.69% | 0.00 | 0.00 | 135.86K |
ISHARES TRSOLE | CORE UNIVRSL USD | 265.61K | SH | $12.34M 1.68% | 0.00 | 0.00 | 265.61K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 146.71K | SH | $11.38M 1.55% | 0.00 | 0.00 | 146.71K |
ISHARES TRSOLE | MBS ETF | 113.39K | SH | $10.82M 1.47% | 0.00 | 0.00 | 113.39K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 14.03K | SH | $9.75M 1.33% | 0.00 | 0.00 | 14.03K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 223.52K | SH | $9.42M 1.28% | 0.00 | 0.00 | 223.52K |
J P MORGAN EXCHANGE TRADED FSOLE | SUSTAINABLE MUNI | 169.06K | SH | $8.50M 1.16% | 0.00 | 0.00 | 169.06K |
ISHARES TRSOLE | TRS FLT RT BD | 166.68K | SH | $8.43M 1.15% | 0.00 | 0.00 | 166.68K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 142.39K | SH | $8.09M 1.10% | 0.00 | 0.00 | 142.39K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 11.91K | SH | $7.78M 1.06% | 0.00 | 0.00 | 11.91K |
MICROSOFT CORPSOLE | COM | 19.20K | SH | $7.55M 1.03% | 0.00 | 0.00 | 19.20K |
ALPHABET INCSOLE | CAP STK CL C | 22.11K | SH | $7.31M 1.00% | 0.00 | 0.00 | 22.11K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 14.71K | SH | $7.01M 0.95% | 0.00 | 0.00 | 14.71K |