NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
22.3%
Top 10 weight
40.7%
Voting Authority Distribution
Total shares with voting rights: 477.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
477.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 2.87M | SH | $2.15B 11.83% | 0.00 | 0.00 | 2.87M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 15.66M | SH | $1.12B 6.14% | 0.00 | 0.00 | 15.66M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.15M | SH | $792.80M 4.37% | 0.00 | 0.00 | 1.15M |
ISHARES TRSOLE | CORE S&P MCP ETF | 7.96M | SH | $613.93M 3.38% | 0.00 | 0.00 | 7.96M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 6.45M | SH | $551.12M 3.03% | 0.00 | 0.00 | 6.45M |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 5.80M | SH | $509.64M 2.81% | 0.00 | 0.00 | 5.80M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.30M | SH | $480.76M 2.65% | 0.00 | 0.00 | 1.30M |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 13.57M | SH | $430.45M 2.37% | 0.00 | 0.00 | 13.57M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.42M | SH | $380.34M 2.09% | 0.00 | 0.00 | 4.42M |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 502.63K | SH | $375.35M 2.07% | 0.00 | 0.00 | 502.63K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 7.55M | SH | $334.86M 1.84% | 0.00 | 0.00 | 7.55M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 5.20M | SH | $310.28M 1.71% | 0.00 | 0.00 | 5.20M |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 10.94M | SH | $303.03M 1.67% | 0.00 | 0.00 | 10.94M |
ISHARES TRSOLE | CORE S&P SCP ETF | 2.03M | SH | $300.41M 1.65% | 0.00 | 0.00 | 2.03M |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 5.05M | SH | $253.44M 1.40% | 0.00 | 0.00 | 5.05M |
ISHARES TRSOLE | CORE UNIVRSL USD | 5.48M | SH | $253.04M 1.39% | 0.00 | 0.00 | 5.48M |
AON PLCSOLE | SHS CL A | 726.42K | SH | $240.95M 1.33% | 0.00 | 0.00 | 726.42K |
APPLE INCSOLE | CALL | 784.98K | SH | $227.14M 1.25% | 0.00 | 0.00 | 784.98K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 2.22M | SH | $223.92M 1.23% | 0.00 | 0.00 | 2.22M |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 838.19K | SH | $206.37M 1.14% | 0.00 | 0.00 | 838.19K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 2.35M | SH | $188.94M 1.04% | 0.00 | 0.00 | 2.35M |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 530.16K | SH | $182.33M 1.00% | 0.00 | 0.00 | 530.16K |
ISHARES INCSOLE | CORE MSCI EMKT | 1.79M | SH | $148.40M 0.82% | 0.00 | 0.00 | 1.79M |
NVIDIA CORPORATIONSOLE | COM | 641.01K | SH | $128.26M 0.71% | 0.00 | 0.00 | 641.01K |
MICROSOFT CORPSOLE | COM | 342.19K | SH | $127.64M 0.70% | 0.00 | 0.00 | 342.19K |