NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
28.8%
Top 10 weight
52.1%
Voting Authority Distribution
Total shares with voting rights: 1.33M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.33M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 30.51K | SH | $22.78M 15.47% | 0.00 | 0.00 | 30.51K |
ISHARES TRSOLE | MSCI EAFE ETF | 103.54K | SH | $10.76M 7.30% | 0.00 | 0.00 | 103.54K |
ISHARES TRSOLE | RUS MID CAP ETF | 79.96K | SH | $8.82M 5.99% | 0.00 | 0.00 | 79.96K |
ISHARES TRSOLE | NATIONAL MUN ETF | 54.24K | SH | $5.84M 3.96% | 0.00 | 0.00 | 54.24K |
ISHARES TRSOLE | CORE US AGGBD ET | 56.09K | SH | $5.55M 3.77% | 0.00 | 0.00 | 56.09K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 70.13K | SH | $5.00M 3.39% | 0.00 | 0.00 | 70.13K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 21.05K | SH | $4.98M 3.38% | 0.00 | 0.00 | 21.05K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 16.30K | SH | $4.90M 3.33% | 0.00 | 0.00 | 16.30K |
DIGITALOCEAN HLDGS INCSOLE | COM | 27.47K | SH | $4.31M 2.93% | 0.00 | 0.00 | 27.47K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 36.58K | SH | $3.76M 2.55% | 0.00 | 0.00 | 36.58K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 63.21K | SH | $3.20M 2.17% | 0.00 | 0.00 | 63.21K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 39.08K | SH | $3.15M 2.14% | 0.00 | 0.00 | 39.08K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 14.70K | SH | $3.13M 2.12% | 0.00 | 0.00 | 14.70K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDG EQU LAD ETF | 45.10K | SH | $3.05M 2.07% | 0.00 | 0.00 | 45.10K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 38.19K | SH | $2.61M 1.77% | 0.00 | 0.00 | 38.19K |
ISHARES TRSOLE | JPMORGAN USD EMG | 26.55K | SH | $2.56M 1.74% | 0.00 | 0.00 | 26.55K |
ISHARES TRSOLE | EAFE SML CP ETF | 30.68K | SH | $2.52M 1.71% | 0.00 | 0.00 | 30.68K |
SPDR GOLD TRSOLE | GOLD SHS | 6.81K | SH | $2.51M 1.70% | 0.00 | 0.00 | 6.81K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 14.87K | SH | $2.29M 1.56% | 0.00 | 0.00 | 14.87K |
APPLE INCSOLE | COM | 7.33K | SH | $2.12M 1.44% | 0.00 | 0.00 | 7.33K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 24.56K | SH | $2.03M 1.38% | 0.00 | 0.00 | 24.56K |
SPDR SERIES TRUSTSOLE | ST BLOO HIGH ETF | 19.98K | SH | $1.93M 1.31% | 0.00 | 0.00 | 19.98K |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGVL | 37.59K | SH | $1.88M 1.28% | 0.00 | 0.00 | 37.59K |
ISHARES TRSOLE | RESIDENTIAL MULT | 18.76K | SH | $1.78M 1.21% | 0.00 | 0.00 | 18.76K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 14.30K | SH | $1.78M 1.21% | 0.00 | 0.00 | 14.30K |