ELMIRA, NY
Allocation by class
Portfolio Concentration
Top 3 weight
19.2%
Top 10 weight
48.4%
Voting Authority Distribution
Total shares with voting rights: 4.99M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB US LARGE-CAPSOLE | ETF | 1.43M | SH | $42.0K 7.93% | 0.00 | 0.00 | 1.43M |
APPLE INCSOLE | COM | 106.89K | SH | $30.9K 5.84% | 0.00 | 0.00 | 106.89K |
CORNING INCSOLE | COM | 112.62K | SH | $28.8K 5.43% | 0.00 | 0.00 | 112.62K |
ADVANCED MICRO DEVICESSOLE | COM | 49.29K | SH | $28.6K 5.40% | 0.00 | 0.00 | 49.29K |
AMAZON COM INCSOLE | COM | 108.62K | SH | $25.9K 4.89% | 0.00 | 0.00 | 108.62K |
ALPHABET INC CLASS ASOLE | COM | 65K | SH | $23.2K 4.38% | 0.00 | 0.00 | 65K |
JPMORGAN U.S. QUALITY FACTOR ESOLE | ETF | 292.99K | SH | $21.2K 4.00% | 0.00 | 0.00 | 292.99K |
MICROSOFT CORPSOLE | COM | 55.17K | SH | $20.6K 3.88% | 0.00 | 0.00 | 55.17K |
J.P. MORGAN CHASE & COSOLE | COM | 53.54K | SH | $17.5K 3.31% | 0.00 | 0.00 | 53.54K |
SCHWAB US BROAD MARKET ETFSOLE | ETF | 604.78K | SH | $17.5K 3.31% | 0.00 | 0.00 | 604.78K |
BROADCOM INCSOLE | COM | 45.53K | SH | $17.2K 3.25% | 0.00 | 0.00 | 45.53K |
WALMART INCSOLE | COM | 119.80K | SH | $13.6K 2.56% | 0.00 | 0.00 | 119.80K |
RAYTHEON TECHNOLOGIES COSOLE | COM | 71.46K | SH | $13.6K 2.56% | 0.00 | 0.00 | 71.46K |
INTUITIVE SURGICALSOLE | COM | 29.80K | SH | $11.9K 2.24% | 0.00 | 0.00 | 29.80K |
BERKSHIRE HATHAWAY CL BSOLE | COM | 20.47K | SH | $10.2K 1.93% | 0.00 | 0.00 | 20.47K |
VISA INC CL ASOLE | COM | 28.38K | SH | $9.7K 1.84% | 0.00 | 0.00 | 28.38K |
NVIDIA CORPSOLE | COM | 48.50K | SH | $9.7K 1.83% | 0.00 | 0.00 | 48.50K |
PALO ALTO NETWORKS INCSOLE | COM | 27.27K | SH | $9.3K 1.75% | 0.00 | 0.00 | 27.27K |
VANGUARD MEGA CAP GROWTH INDEXSOLE | ETF | 105.52K | SH | $9.3K 1.75% | 0.00 | 0.00 | 105.52K |
CHEVRON CORPSOLE | COM | 48.59K | SH | $8.1K 1.52% | 0.00 | 0.00 | 48.59K |
VERIZON COMMUNICATIONSSOLE | COM | 181.59K | SH | $7.7K 1.45% | 0.00 | 0.00 | 181.59K |
MCDONALDS CORPSOLE | COM | 25.25K | SH | $6.8K 1.29% | 0.00 | 0.00 | 25.25K |
PEPSICO INCSOLE | COM | 48.84K | SH | $6.6K 1.25% | 0.00 | 0.00 | 48.84K |
ASTRAZENECA PLC FSOLE | COM | 34.48K | SH | $6.5K 1.23% | 0.00 | 0.00 | 34.48K |
ASML HLDG N V F SPONSORED ADRSOLE | COM | 3.27K | SH | $6.5K 1.23% | 0.00 | 0.00 | 3.27K |