SARATOGA SPRINGS, NY
Allocation by class
Portfolio Concentration
Top 3 weight
76.7%
Top 10 weight
93.5%
Voting Authority Distribution
Total shares with voting rights: 1.02M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.02M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 254.65K | SH | $81.70M 58.52% | 0.00 | 0.00 | 254.65K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 209.43K | SH | $16.15M 11.57% | 0.00 | 0.00 | 209.43K |
SANDISK CORPSOLE | COM | 14.50K | SH | $9.21M 6.60% | 0.00 | 0.00 | 14.50K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 72.15K | SH | $5.31M 3.81% | 0.00 | 0.00 | 72.15K |
GLOBALFOUNDRIES INCSOLE | ORDINARY SHARES | 118.75K | SH | $5.28M 3.78% | 0.00 | 0.00 | 118.75K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 98.73K | SH | $4.93M 3.53% | 0.00 | 0.00 | 98.73K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.74K | SH | $3.43M 2.46% | 0.00 | 0.00 | 5.74K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.72K | SH | $1.78M 1.27% | 0.00 | 0.00 | 2.72K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 19.26K | SH | $1.49M 1.06% | 0.00 | 0.00 | 19.26K |
INVESCO EXCH TRADED FD TR IISOLE | RUSEL 1000 EQL | 22.01K | SH | $1.21M 0.87% | 0.00 | 0.00 | 22.01K |
ISHARES INCSOLE | CORE MSCI EMKT | 12.94K | SH | $902.8K 0.65% | 0.00 | 0.00 | 12.94K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.13K | SH | $897.4K 0.64% | 0.00 | 0.00 | 3.13K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 814.00 | SH | $811.1K 0.58% | 0.00 | 0.00 | 814.00 |
USA RARE EARTH INCSOLE | COM | 52.50K | SH | $794.6K 0.57% | 0.00 | 0.00 | 52.50K |
ISHARES TRSOLE | CORE S&P SCP ETF | 5.70K | SH | $708.6K 0.51% | 0.00 | 0.00 | 5.70K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.08K | SH | $701.1K 0.50% | 0.00 | 0.00 | 1.08K |
GARTNER INCSOLE | COM | 3.74K | SH | $592.2K 0.42% | 0.00 | 0.00 | 3.74K |
ISHARES TRSOLE | TIPS BD ETF | 5.04K | SH | $555.8K 0.40% | 0.00 | 0.00 | 5.04K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 9.88K | SH | $547.2K 0.39% | 0.00 | 0.00 | 9.88K |
ISHARES TRSOLE | CORE MSCI EAFE | 5.47K | SH | $495.1K 0.35% | 0.00 | 0.00 | 5.47K |
GOLUB CAP BDC INCSOLE | COM | 33.56K | SH | $424.9K 0.30% | 0.00 | 0.00 | 33.56K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 9.93K | SH | $381.4K 0.27% | 0.00 | 0.00 | 9.93K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 990.00 | SH | $334.6K 0.24% | 0.00 | 0.00 | 990.00 |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 5.10K | SH | $301.1K 0.22% | 0.00 | 0.00 | 5.10K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 1.11K | SH | $292.0K 0.21% | 0.00 | 0.00 | 1.11K |