NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
17.7%
Top 10 weight
36.4%
Voting Authority Distribution
Total shares with voting rights: 3.10M
Full voting authority
3.10M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 0-3 MNTH TREASRY | 239.06K | SH | $24.06M 10.39% | 239.06K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 377.41K | SH | $8.65M 3.73% | 377.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.06K | SH | $8.40M 3.63% | 14.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 43.48K | SH | $7.58M 3.27% | 43.48K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 29.31K | SH | $7.44M 3.21% | 29.31K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 317.03K | SH | $7.04M 3.04% | 317.03K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 64.95K | SH | $5.88M 2.54% | 64.95K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 27.68K | SH | $5.77M 2.49% | 27.68K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 49.90K | SH | $4.95M 2.14% | 49.90K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 64.46K | SH | $4.62M 2.00% | 64.46K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 9.49K | SH | $4.08M 1.76% | 9.49K | 0.00 | 0.00 |
ISHARES TRSOLE | CALIF MUN BD ETF | 69.06K | SH | $3.93M 1.69% | 69.06K | 0.00 | 0.00 |
TIDAL TRUST IIISOLE | IMPACT SHARES WO | 86.88K | SH | $3.44M 1.48% | 86.88K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.99K | SH | $3.26M 1.41% | 4.99K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | STANCE SUSTAINAB | 111.75K | SH | $3.00M 1.29% | 111.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.26K | SH | $2.95M 1.27% | 10.26K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 25.86K | SH | $2.90M 1.25% | 25.86K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.05K | SH | $2.90M 1.25% | 6.05K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 36.02K | SH | $2.78M 1.20% | 36.02K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.82K | SH | $2.78M 1.20% | 4.82K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 35.41K | SH | $2.78M 1.20% | 35.41K | 0.00 | 0.00 |
TIDAL TRUST ISOLE | ADASINA SOCIAL | 139.07K | SH | $2.71M 1.17% | 139.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 9.29K | SH | $2.66M 1.15% | 9.29K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG EAFE ETF | 32.38K | SH | $2.44M 1.05% | 32.38K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 7.62K | SH | $2.36M 1.02% | 7.62K | 0.00 | 0.00 |