HARRISON, NY
Allocation by class
Portfolio Concentration
Top 3 weight
17.9%
Top 10 weight
42.2%
Voting Authority Distribution
Total shares with voting rights: 5.38M
Full voting authority
5.38M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 252.24K | SH | $21.56M 6.64% | 252.24K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 384.38K | SH | $19.35M 5.96% | 384.38K | 0.00 | 0.00 |
VANGUARD INSTL INDEX FDSOLE | 0 3 MO TR BI ETF | 228.66K | SH | $17.30M 5.33% | 228.66K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 70.12K | SH | $13.36M 4.11% | 70.12K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 132.29K | SH | $12.63M 3.89% | 132.29K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 16.89K | SH | $12.61M 3.88% | 16.89K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 16.48K | SH | $12.34M 3.80% | 16.48K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.06K | SH | $10.34M 3.18% | 15.06K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SHRT HGH YLD MUN | 427.96K | SH | $9.80M 3.02% | 427.96K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 91.91K | SH | $7.70M 2.37% | 91.91K | 0.00 | 0.00 |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 14.56K | SH | $7.61M 2.34% | 14.56K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | CEF INM COMPSI | 367.77K | SH | $7.47M 2.30% | 367.77K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 71.89K | SH | $7.47M 2.30% | 71.89K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR CONV ETF | 68.47K | SH | $7.38M 2.27% | 68.47K | 0.00 | 0.00 |
ISHARES TRSOLE | PFD AND INCM SEC | 237.13K | SH | $7.23M 2.23% | 237.13K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | INTRST RATE HDGE | 319.25K | SH | $7.22M 2.22% | 319.25K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.44K | SH | $6.78M 2.09% | 23.44K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 21.56K | SH | $6.53M 2.01% | 21.56K | 0.00 | 0.00 |
BANK OF AMER CORPSOLE | COM | 106.88K | SH | $6.09M 1.87% | 106.88K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | AST EQU KIN ETF | 136.88K | SH | $5.84M 1.80% | 136.88K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 100 EQL WIGH | 44.95K | SH | $5.80M 1.79% | 44.95K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | 1 3 MO T BI ET | 55.36K | SH | $5.56M 1.71% | 55.36K | 0.00 | 0.00 |
ISHARES TRSOLE | JPMORGAN USD EMG | 52.18K | SH | $5.03M 1.55% | 52.18K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL TEC | 76.96K | SH | $4.96M 1.53% | 76.96K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | LADDERED ALC BFR | 125.55K | SH | $4.94M 1.52% | 125.55K | 0.00 | 0.00 |