HAUPPAUGE, NY
Allocation by class
Portfolio Concentration
Top 3 weight
50.6%
Top 10 weight
76.0%
Voting Authority Distribution
Total shares with voting rights: 1.56M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.56M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD VALUE INDEXSOLE | ETF | 154.90K | SH | $30.39M 17.96% | 0.00 | 0.00 | 154.90K |
VANGUARD FTSE DEVELOPEDSOLE | ETF | 435.76K | SH | $27.92M 16.51% | 0.00 | 0.00 | 435.76K |
VANGUARD GROWTH INDEXSOLE | ETF | 62.65K | SH | $27.36M 16.18% | 0.00 | 0.00 | 62.65K |
ISHARES CORE S&P MID-CAPSOLE | ETF | 128.50K | SH | $8.68M 5.13% | 0.00 | 0.00 | 128.50K |
ISHARES CORE S&PSOLE | ETF | 58.92K | SH | $7.32M 4.33% | 0.00 | 0.00 | 58.92K |
ISHARES CORE MSCISOLE | ETF | 100.07K | SH | $6.98M 4.13% | 0.00 | 0.00 | 100.07K |
VANGUARD REAL ESTATESOLE | ETF | 68.85K | SH | $6.11M 3.61% | 0.00 | 0.00 | 68.85K |
VANGUARD TOTAL INT BONDSOLE | ETF | 118.85K | SH | $5.71M 3.38% | 0.00 | 0.00 | 118.85K |
VANGUARD SHORT-TERM BONDSOLE | ETF | 55.69K | SH | $4.37M 2.58% | 0.00 | 0.00 | 55.69K |
VANGUARD MID-CAP INDEXSOLE | ETF | 13.08K | SH | $3.76M 2.22% | 0.00 | 0.00 | 13.08K |
ABBVIE INCSOLE | COM | 11.47K | SH | $2.49M 1.47% | 0.00 | 0.00 | 11.47K |
VANGUARD TOTAL STOCKSOLE | ETF | 7.19K | SH | $2.31M 1.36% | 0.00 | 0.00 | 7.19K |
ISHARES 1-5 YEARSOLE | ETF | 43.25K | SH | $2.27M 1.34% | 0.00 | 0.00 | 43.25K |
APPLE INCSOLE | COM | 7.92K | SH | $2.01M 1.19% | 0.00 | 0.00 | 7.92K |
VANGUARD SMALL-CAP INDEXSOLE | ETF | 7.46K | SH | $1.95M 1.15% | 0.00 | 0.00 | 7.46K |
ISHARES CORE MSCISOLE | ETF | 23.08K | SH | $1.93M 1.14% | 0.00 | 0.00 | 23.08K |
SPDR GOLD SHARESSOLE | ETF | 3.92K | SH | $1.69M 1.00% | 0.00 | 0.00 | 3.92K |
VANGUARD TOTAL INT STOCKSOLE | ETF | 20.40K | SH | $1.57M 0.93% | 0.00 | 0.00 | 20.40K |
VANGUARD FTSE EMERGINGSOLE | ETF | 28.30K | SH | $1.53M 0.90% | 0.00 | 0.00 | 28.30K |
ISHARES SILVER TRUSTSOLE | ETF | 20.07K | SH | $1.37M 0.81% | 0.00 | 0.00 | 20.07K |
WALMART INCSOLE | COM | 9.40K | SH | $1.17M 0.69% | 0.00 | 0.00 | 9.40K |
VANGUARD INT TERM BONDSOLE | ETF | 14.94K | SH | $1.15M 0.68% | 0.00 | 0.00 | 14.94K |
NVIDIA CORPSOLE | COM | 5.82K | SH | $1.02M 0.60% | 0.00 | 0.00 | 5.82K |
CONSOLIDATED EDISON INCSOLE | COM | 8.12K | SH | $918.5K 0.54% | 0.00 | 0.00 | 8.12K |
STATE STREET SPDR S&PSOLE | ETF | 1.33K | SH | $865.3K 0.51% | 0.00 | 0.00 | 1.33K |